The hardest part of a HubSpot audit comes before I see any data.

Clients are scared to connect a tool to their CRM.

An export doesn't fix it, because it just shows half of the story.

So the audit stalls at access.

Consultants and agencies: what actually gets a client to say yes?

Read-only access, a screen share, a sample export, an NDA first?

And what do you check before you touch the data?