| This is a bounded, one-time audit with a defined deliverable — an assessment, a report, and a roadmap, with optional hands-on help implementing it. The ongoing relationship after that is what Support & Optimization covers. |
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Inconsistent or duplicate data records. |
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Workflows that aren't firing correctly, or have gotten too complex to maintain. |
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Difficulty accurately tracking your true ROI. |
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Low user adoption or frustration within your team. |
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Uncertainty about whether you're using the platform's more advanced features at all. |
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Concerns about data security or governance within the platform. |
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Discovery & assessment An initial consultation to understand your goals, followed by a deep dive into the portal's current state and usage patterns. |
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Analysis & reporting A detailed review of the findings — strengths, weaknesses, and key opportunities — presented in a clear, comprehensive report. |
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Recommendations & roadmap Prioritized, actionable recommendations with a clear roadmap for improvement and unused HubSpot capabilities worth adopting. |
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Optional implementation support Beyond the report, hands-on help executing the recommended changes, if that's what you want next. |
Maximized ROI
Increased operational efficiency
Improved data accuracy
Enhanced user adoption
Future-proofing & strategic alignment
Track record
13+ years
Running finance, accounting, and systems work for growing companies
HubSpot status
Certified Solution Provider
Applies to both our U.S. and Indonesia teams
Delivery
1,500+ engagements
Across accounting, systems, and ERP work
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How is this different from Support & Optimization?
This is a bounded, one-time engagement — an assessment, a report, and a roadmap. Support & Optimization is the ongoing relationship for troubleshooting and continuous improvement after that. A health check is often what leads into a Support & Optimization engagement, not a replacement for it.
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How long does a health check take?
It depends on portal complexity and how many Hubs are in use — we'll give you a real timeline after the initial discovery conversation.
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Do you fix the issues you find, or just report them?
The core deliverable is the assessment, report, and roadmap. Hands-on implementation of the recommendations is available as an optional next step, not bundled in by default.
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Do we need to already be a Logiframe client to get a health check?
No — this works whether your portal was built by us, another partner, or an internal team.
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Does Logiframe do HubSpot health checks for U.S. businesses?
Yes. Logiframe is a Certified HubSpot Solution Provider, and that status applies to both our U.S. and Indonesia teams.

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