You can’t see what’s working.
Your setup is why.
The HEAT-map is our read on a HubSpot setup: what runs hot, what has gone cold, and what the cold is costing you. This is the self-serve edition. Twelve questions, scored the same way we score client portals.
Scored against the Success Quadrant™. The same four areas we audit for paying clients.
Every HubSpot setup has to cover four areas. Most cover two. The HEAT-map shows you which.
Sales Process
Pipelines, stages, handoffs. The thing your forecast stands on.
System Foundation
Data, structure, integrations. The context everything else inherits.
Spotlight Reporting
The numbers the board asks for. Customers, CAC, payback time.
Staff Success
Whether the team actually uses the setup, and trusts what it says.
A balanced average across the four areas below. Never read it alone: the four scores underneath are the point, and each one shows the answer that set it.
The cold spots
That was the two-minute read. The full HEAT-map runs on your actual portal.
We connect to your setup, measure every one of these against your real records, and put names and numbers on the cold: which workflows, which deals, which contacts. Built by the team behind 50+ HubSpot implementations. Free, and it is where every engagement of ours starts.
Not on HubSpot yet? Take the HubSpot Readiness Quiz first, then come back when the setup exists.
The HEAT-map™ and the Success Quadrant™ are trademarks of Digital Wasabi. HubSpot® is a registered trademark of HubSpot, Inc. Digital Wasabi is a HubSpot Platinum Partner. The self-serve HEAT-map reads your answers, not your portal: it runs entirely in your browser and stores nothing.