PTH-LF-HS · HubSpot Leak Finder
Every HubSpot setup starts by building. Start by finding what's broken.
Nine read-only Claude prompts go through your account and write you a ranked report of what's leaking and what it's blocking. Claude does the clicking. Nothing is changed.
- Read-only. Claude looks, nothing changes.
- About an hour, at your own desk. No call, no pitch.
- $27 one-time. 14-day refund, no questions asked.
HubSpot Leak Finder (PDF) PTH-LF-HS
$27one-time, plus applicable tax
- All 9 prompts, in order, sent by email right after payment
- Read-only: Claude looks at everything and changes nothing
- 14-day refund, no questions asked. Refund policy
On your phone? Buy now. The prompts arrive by email, so you can run them at your computer later.
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Have a team and a bigger problem? Talk to Thelma (opens Google Calendar in a new tab)
HubSpot agencies such as Hive Strategy start audits at $3,000. This one is $27, and you run it yourself.
What the 9 prompts check
- P00 · Session rules and account map. Sets the read-only contract for the whole session and shows what your seat can see in HubSpot.
- P01 · Plan, seats and limits. Most CRM builds go wrong here: people design for features their plan doesn't include.
- P02 · Contact database: volume, source and quality. Where your contacts came from decides who you can lawfully and safely email. This matters more than anything else in the kit.
- P03 · Data model: properties and pipeline. Shows what structure exists, what was half-built and abandoned, and whether anything already supports segmentation.
- P04 · Existing segments. Whether anyone has ever segmented this database, and whether those lists are maintained or fossilised.
- P05 · What is running right now. Anything sending or changing records on its own is a deliverability risk and a data-quality risk. Find it before you build on top of it.
- P06 · Email and deliverability. Your real send history and sender health, before you add any more volume.
- P07 · Lead capture and attribution. Whether new leads have a front door, and whether you can tell which marketing produced which deal.
- P08 · Audit synthesis. Turns the raw findings into a one-page state of the CRM and a ranked gap list. Run this only after Prompts 0–7.
What you'll need
- Chrome on a computer, logged in to HubSpot. Admin access shows the most; a limited seat still works.
- A paid Claude plan with the Claude in Chrome extension. New to it? Setup takes a few minutes: Setup steps (opens Claude help in a new tab).
- About an hour, in one Claude conversation.
What a finding looks like
Part of the gap table Prompt 8 writes for you. This is an illustrative example, not a real account: your table is built only from what Claude reads in yours.
| Gap | Evidence | What it blocks | Effort | Priority |
|---|---|---|---|---|
| Two workflows are ON and send email with no consent check | P5: both enrol any new contact and send on day 0 | Safe sending to this database | S | 1 |
| Return-path domain not verified | P6: Email sending domains shows a warning on the bounce domain | Inbox placement for every send | S | 1 |
| Most lists are fossilised | P4: 31 of 44 lists not updated in over a year | Segments you can trust | M | 2 |
| Won deals have no source | P7: 9 of 27 deals won in 12 months have a source filled in | Knowing which marketing produces revenue | M | 2 |
The full report also covers the state of the CRM, where your contacts came from, five things to fix before any marketing email, and everything Claude couldn't see.
Is it safe on a live account?
Prompt 0 sets the rules for the whole session: never save, edit, delete, send, import or export anything, never toggle a setting, and never estimate a number and present it as read. If a page needs permissions you don't have, Claude stops and tells you.
Found the leaks. Now what?
Fix them yourself with the HubSpot Build Kit ($47), or send us your report for the Phase 01 Review ($327): a recorded walkthrough of your top 3 fixes.
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