Audit Your Own CRM Features.
Point by Point.
Three feature checklists: 61 points for Salesforce, 65 for Account Engagement (Pardot), 101 for HubSpot. Each is built from the platform’s official documentation. Work through them on the page, free, with no form. Download the PDF if you want a copy for the team.
Every point is a feature the platform already gave you. The checklist tells you whether you’re using it.
Three Platforms. Every Feature.
One Question Each.
Each tool walks the platform’s feature set as the official documentation lays it out and asks the same question of every item: are you using it? Answer each one and you have a gap list.
Salesforce Feature Checklist & Audit Tool
Sixty-one features Salesforce already gave you, one question each: are you using it? Built from the official documentation, so the list is the platform’s, not our opinion of it.
Account Engagement (Pardot) Feature Checklist & Audit Tool
Sixty-five points across deliverability, admin setup, the Salesforce connector, automation, assets and reporting: the whole platform, in the order the documentation gives it.
HubSpot Feature Checklist & Audit Tool
One hundred and one features, with the Starter-tier limits called out where they apply, so you know whether a “no” is a setup gap or a licence gap before you chase it.
From Checklist
to Gap List.
Work the list.
Open the tool for your platform and go feature by feature. Each point is a yes-or-no question with a plain-language note on what the feature does and, on HubSpot, what the Starter tier leaves out.
Count the no’s.
Every “no” is a feature you already pay for and aren’t using. Some are irrelevant to how you sell; cross those out. What’s left is your gap list, in the platform’s own order.
Decide who fixes it.
Fix the easy ones yourself. For the rest, bring the list to a Proof Cycle: we score each item for effectiveness before building it and ship the first fixes inside two weeks (ten hours a week, $1,500 on Salesforce, $1,100 on HubSpot), and you keep everything we build.
Read Before
You Call.
Evidence-Based CRM Thinking.
Methodology, case studies and technical writing on Salesforce, HubSpot and the practice of building CRM systems that actually work.
Client Reviews, Quoted in Full.
Public reviews quoted in full, unedited, with the company and the person behind each one, so you can check them yourself.
Every Rate on One Page.
Month-to-month, project and Proof Cycle rates for both platforms, plus the Blueprint. No discovery call required to see a number.
Found Ten “No”s?
Bring Us the List.
A Proof Cycle turns your gap list into scored, built fixes in two weeks: ten hours a week, $1,500 on Salesforce, $1,100 on HubSpot. Keep everything we build, whether or not you continue.
