# HubSpot Assessment > A questionnaire about your HubSpot portal: data, automation, adoption and the hubs you use. It returns a score for each area and a list of what to fix first. The interactive tool is at https://c2suite.com/en/resources/hubspot-assessment. A person answers it: it doesn't read anyone's portal or ask for access to HubSpot, so the result is only as good as the honesty of the answers. ## How it is calculated 1. **Points for an answer** = the points of the chosen option (0 to 3) × the weight of its question (1 to 3). 2. **Score for an area** = points earned ÷ possible points × 100, where the possible points are 3 × the weight of each of its questions. 3. **Total score** = the average of the active areas, weighted by each area's weight. Only the areas that apply to the portal are counted. 4. **Active areas** = the 3 that are always assessed plus the hubs the company uses. A portal without Service Hub answers nothing about tickets and gets no score for it. 5. **Gap for an answer** = (maximum points − points earned) × the question's weight. This is what sorts the list of actions. 6. **Priority of an action** = gaps are sorted from largest to smallest and added up against the total. The band is decided by the running total **before** that action: below 0.5 is high priority, below 0.8 is medium, and the rest is low. ## What the score means ### 0–39: The portal is there, but it isn't in charge The real work happens outside HubSpot, and the portal is filled in later, when someone has time. Automation is not the place to start here. First, the data inside the portal has to be trustworthy, because any workflow built on dirty data multiplies the mess instead of removing it. ### 40–64: Half working There is structure and people use it, but the gaps cost you every month in manual work and in reports people argue about. This is where cleaning up pays off most: the base already exists, and what is missing is a set of specific decisions, not a new implementation. ### 65–84: Solid, with clear gaps The portal is well run and the team uses it. What remains are specific areas, which is why the list below is short. Nothing needs to be rebuilt; three or four specific things need to be closed. ### 85–100: Well run Little to fix in the basics. At this level, improvements are about judgment, not configuration: finer attribution, a tighter forecast, and automations that depend on data that lives outside the portal today. If something on the list below surprises you, start there. If not, your next step isn't HubSpot. ## The 6 areas The questionnaire has 18 questions spread across these areas. You see the wording of each one, its options and the action it returns when you answer it. - **Data and properties** (weight 3, 3 questions, always assessed). Whether you can trust what is inside. This is the bottom layer: with duplicates and empty fields, every report built on it gets argued about instead of used. - **Automation** (weight 2, 3 questions, always assessed). How much of the follow-up happens without anyone having to remember it, and whether anyone knows what is running. A portal with twenty workflows nobody understands isn't automated. It's haunted. - **Adoption and reporting** (weight 3, 3 questions, always assessed). Whether the team works inside the portal or fills it in afterward, and whether its numbers are used to make decisions. This is where most implementations fail. - **Marketing Hub** (weight 2, 3 questions, only if the company uses that hub). How demand comes in and how clean it arrives. - **Sales Hub** (weight 3, 3 questions, only if the company uses that hub). The pipeline, the record of what gets discussed, and whether the forecast matches reality. - **Service Hub** (weight 2, 3 questions, only if the company uses that hub). How customer requests come in and what gets written down. ## Six areas, not one overall score A portal is almost never bad at everything. It does well in two things and is broken in one. That is why the result is split by area, and why some questions only appear if you use that hub. - Data and properties, Automation, and Adoption and reporting are always assessed. Every portal has them, whatever hubs it uses. - Marketing Hub, Sales Hub, and Service Hub are assessed only if you turn them on. A portal without Service Hub can't get a bad score on tickets. - Each area has its own weight. Data and adoption weigh more because they are the two that sink everything else. ## From one answer to its area's score Each answer is worth 0 to 3 points, and each question has a weight within its area. An area's percentage is calculated against the most it could score, not against a fixed number. - The options aren't “a little, fair, good”. They describe specific situations, so it's hard to answer from memory. - Each question's weight goes from 1 to 3. Duplicates weigh more than error alerts because they cost more. - An unanswered question isn't worth zero: the questionnaire won't calculate until every question has an answer. ## From each area to the total The score at the top is the average of the active areas, weighted by each area's weight. It is not a simple average. Data and properties, Adoption and reporting, and Sales Hub weigh 3; Automation, Marketing Hub, and Service Hub weigh 2. - Weighting keeps a cheap area from offsetting an expensive one just because both have the same number of questions. - Because only the areas that apply are counted, two portals with different hubs can still be compared. - The breakdown is always shown. A portal is almost never bad at everything, and the average hides exactly the area someone came to check. ## What you take away The score tells you where you stand. The list of actions tells you what to do on Monday. Every answer that wasn't the best one creates a specific action, sorted by what it costs to leave it as it is. - Actions are split into high, medium and low priority, the same way as in the Manual Work Cost calculator. - The order comes from the question's weight times how far your answer was from the best one, not from a fixed order. - If you choose the best option everywhere, the list is empty. That is a result too. ## What it is not This doesn't read your portal. It asks for no access, doesn't connect to HubSpot and doesn't check anything you answer. It is a questionnaire, and the result is only as good as your honesty when you answer it. - If you want a measurement instead of a self-assessment, Website AI Readiness does measure your website. - Answering “the way we'd like to be” gives you a nice score and a useless list of actions. - Nobody else sees your answers until you press the button to calculate. At that point they are recorded with your email, like any form on this site. ## Frequently asked questions ### Does this connect to my HubSpot portal? No, and that is on purpose. Asking for access to someone else's portal for a public tool is a barrier almost nobody gets past, and a responsibility for your customers' data that we don't want. Here you answer the questions yourself, in under five minutes, without installing anything or authorizing any app. ### Does it work if I only have the free CRM? Yes. The three areas that are always assessed (data and properties, automation, and adoption and reporting) apply the same way to a free portal as to one with all three hubs. Turn on only what you use and the score is calculated on that. ### How is the score calculated? Each answer is worth 0 to 3 points, and each question weighs 1 to 3 within its area. Each area gets its percentage against the most it could score, and the total is the average of the active areas, weighted by each area's weight: Data and properties, Adoption and reporting, and Sales Hub weigh 3; Automation, Marketing Hub, and Service Hub weigh 2. The step-by-step breakdown is in the markdown version of this page. ### Does a low score mean we have to reimplement everything? Almost never. What we usually find is a well-built portal that stopped being maintained, or one set up for the team the company had three years ago. The list of actions is sorted so that you don't rebuild anything that already works. ### What happens to my answers? They stay in your browser while you answer. When you press “See my assessment”, they are sent with your email and recorded in our CRM. That lets us write to you about your case instead of sending a generic message. The result can't be edited afterward: to try other answers, you start over. ### Do you do this kind of work? Yes. Implementing and rescuing HubSpot portals is one of C2Suite's services. That is why the tool is free, and why the list of actions is specific rather than vague. What you won't find here is a made-up price: that comes from looking at your portal. --- Source: https://c2suite.com/en/resources/hubspot-assessment You can cite and summarize this content if you credit C2Suite and link to the source URL.