Find out in one conversation — free, no commitment, no portal access required.
Most professional services firms set up HubSpot with good intentions. Then reality hits — the team stops using it, the pipeline doesn't reflect how you actually sell, and the reports don't tell you anything useful.
You're not sure if the problem is HubSpot or how it was set up. We'll tell you.
A focused 60-minute conversation. No software required. We ask the right questions about how your business runs, how your team uses HubSpot today, and where things are likely breaking down.
A written findings summary. Within a few days, you'll receive a clear, plain-English document outlining what's working, what isn't, and what we'd recommend as a next step.
A honest recommendation. Maybe you need a full reimplementation. Maybe you need one workflow fixed. Maybe you're closer than you think. We'll tell you the truth either way.
The health check is a good fit if any of these sound familiar:
Your team has HubSpot but doesn't really use it.
Your pipeline stages don't reflect how you actually close business.
You inherited a setup from someone who's no longer around.
You're paying for features you're not sure you need.
You're thinking about expanding to another hub and want a second opinion first.
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Pick a 60-minute slot that works for you. No prep needed.
02
We walk through your current setup, your goals, and where things feel off. You don't need to share portal access — this is a conversation.
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A short written document with our findings and a clear recommendation. Yours to keep, no strings attached.
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If there's a fit to work together, we'll outline what that looks like. If not, you still walk away with something useful.
We don't ask for access to your HubSpot until you've decided you want to work with us. Your data is yours. The health check is designed to give you real value from a conversation alone — because the right questions reveal more than a portal audit ever could.
A few words from our clients:
After a disappointing experience with a previous firm, Brightlark stepped in and immediately provided the expertise we needed to succeed. They truly saved the day! The Brightlark team—Matt, Erin, and Victoria—were fantastic to work with. They took the time to deeply understand our unique business model, ensuring the entire onboarding process was fully customized to our needs.
Darcie Meador
Marketing & Relationship Manager
Working with Matt Walde and the Brightlark team has been an absolute game changer! They’ve guided us through implementing and optimizing our CRM with incredible attention to detail, patience, and expertise. Beyond that, they’ve helped streamline our processes and they’ve done it all with positivity and professionalism. There is no better team out there. We can’t recommend them enough!
Sarah Rodenbach
Lifestyle & Marketing Coordinator

The health check is free. The conversation takes an hour. The clarity is worth it.
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