Portal Audit: Terms of Service

Last updated: October 24, 2026

These Terms of Service ("Terms") govern your use of Portal Audit by TJM ("Portal Audit"), including its free audit and its paid plans (together, the "Service"). Portal Audit is a HubSpot app that audits your portal's data quality, setup and usage, scores it, and gives a prioritized fix plan. On the Fix plan it can apply fixes you approve.

The Service is sold by Jon Martin, a sole proprietor trading as TheJonMartin ("we", "us", "our"). "You" means the organization that installs the Service or subscribes to it, and the person who accepts these Terms on its behalf.

Contact: Jon Martin, sole proprietor trading as TheJonMartin, 819 E. Orange St., Lancaster, PA 17602. Email: jon@thejonmartin.com.

1. Accepting these Terms

You accept these Terms and the Refund Policy when you install Portal Audit in a HubSpot account, buy a subscription, or use the Service. If you accept for an organization, you confirm that you have authority to bind it. If you don't agree, don't install or use the Service.

2. Eligibility

• The Service is for business use only. It is not offered to consumers.
• To install Portal Audit, you must be a HubSpot Super Admin or have App Marketplace Access permission in the HubSpot account, and you must have the account owner's authority to connect it.
• The Service is offered to businesses, including businesses in the European Economic Area and the United Kingdom. Paddle, the merchant of record, calculates and collects VAT and similar taxes on paid orders.
• You must be at least 18 years old.

3. What the Service is

Scope of the Service. The Service is a software subscription. It provides automated audits, health scores, monitoring, alerts, reports and automated fixes limited to the published Fix Catalog. The Service does not include professional services, including implementation, configuration or onboarding projects, custom development, data migration, consulting, strategy, training, or administration of your HubSpot account, whether billed hourly, by project or on retainer.

What each plan includes is described in section 7 and on our website at https://audit.thejonmartin.com.

Nothing changes in your HubSpot account unless you approve it. It reads your HubSpot settings and counts records. It never requests HubSpot Sensitive Data or Highly Sensitive Data permissions, and it never reads or checks that data. Audit requests are checked in code, and anything other than a read is blocked on that path. Fixes use a separate write path within this same app, and that path stays off until you approve a fix and the install has granted the optional write permissions. The one other HubSpot call that removes something is the uninstall-app call, used when you ask us to disconnect; it removes the app and changes none of your records. Our Privacy Policy lists the permissions the app requests.

Fix plans are recommendations. Reports can include a "fix plan" with suggested changes, risk notes and suggested approvals. A fix plan is not a change. Labels such as "requires approval: no" describe our view of the risk; they are not your authorization for us to make a change.

4. Automated fixes (Fix plan)

Status. The fixes switch ships off. Nothing is written to your portal until you approve it.

Automated fixes. The Service makes a change only after a dry run and after you approve that change set, and only changes of the kind an enabled Fix Catalog item describes, within its stated limits. Enabling an item is not a standing approval of future changes. The Service does not delete or merge records, change billing, seats, users or permissions, install apps, or turn on workflows or emails. You can turn fixes off at any time.

How automated fixes work:

1. They are part of this app, and they stay off. The public install link does not ask for write permissions. Write permissions are granted when you enable Fix on this same app (a Fix reauthorize), not by installing a second app. We never enable fixes for you. Turning the switch off, or uninstalling the app, stops automated fixes.
2. Only published catalog items, only once you enable them. Each item lists what it changes, which objects and properties it touches, its record limit, and how it can be reversed. A change runs only if you have enabled that item and it fits inside the item's limits and the per-run record cap, as published for your plan.
3. Approval of each change set. Before a change, the Service shows the exact changes it proposes. Each change set needs its own approval before it runs, and some fix types always wait for a person to approve them. Enabling an item does not approve any change by itself. A run that would go beyond an item's limits does not happen automatically.
4. Never automated, never offered: deleting or merging records, properties, pipelines or lists; billing, credits, packs, overage settings or seats; users, permissions, Super Admin rights or teams; installing apps, private apps, keys or tokens, or integrations; turning on workflows or sequences that send email; sending marketing email; and exporting personal data.
5. Verification and logging. After each change, the Service reads the record back separately to confirm the stored value, and logs the old value, new value and result. If the stored value doesn't match what was intended, the Service tries to restore the previous value and flags the fix for review. HubSpot's property history remains the system of record.
6. Your responsibility. You decide which items to enable. Review the catalog and your HubSpot data standards before enabling an item.

5. AI CRM assistant (not currently offered)

No plan currently includes an AI assistant. If we offer one, we will update these Terms first.

6. Support and referrals

Support. Support covers use of the Service only (product questions, defects and billing). We aim to respond by email within two (2) business days. Support does not include HubSpot advice or work in your HubSpot account beyond the automated features of your plan.

Referrals. If you need services outside this scope, we may suggest independent HubSpot partners. We aren't responsible for their work.

Support is by email at jon@thejonmartin.com.

7. Plans, fees and billing

• Free audit. You can run one free automated audit per HubSpot portal. It includes a score and findings. No payment details are required for the free audit.
• Subscriptions. Paid plans are Watch, Watch Weekly and Fix. Each is billed in advance, monthly or yearly. There is no onboarding fee.

| Plan | Monthly | Yearly | |---|---|---| | Watch | US$19 per month | US$190 per year | | Watch Weekly | US$29 per month | US$290 per year | | Fix | Free during the beta, then US$49 per month | Free during the beta, then US$490 per year |

• What you get. Watch is ongoing audits and monitoring, with a score and a fix plan. Watch never changes anything in your portal. Fix includes everything in Watch, and it can apply fixes you approve. Each change is dry-run first, and it can be undone from the previous value we store. The per-run record cap is 500 records. Watch Weekly is Watch with the audit every week instead of every month. Fix includes weekly audits.
• Who you pay. Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our orders. Paddle provides all customer service inquiries and handles returns. Nothing is provisioned until Paddle has received payment. We do not see or store your full card or bank account number. Product questions still go to jon@thejonmartin.com. Orders, invoices, tax, and refunds go to Paddle at https://paddle.net, or to that same email and we will pass them to Paddle.
• Renewal. Your subscription renews automatically on its anniversary date (each month for monthly plans, each year for annual plans) at the then-current price for your plan, until you cancel. We will give you at least 30 days' notice by email before a price increase takes effect.
• Changing plans. An upgrade to a higher plan on the same billing period (monthly or yearly) takes effect immediately, and you are charged a prorated amount for the rest of the current billing period. Downgrades take effect at the next renewal, with no refund for the current period; you keep the plan you paid for until then. A switch between monthly and yearly billing also takes effect at the next renewal, and nothing is charged for it before then. While a downgrade or a switch between monthly and yearly billing is pending, or if you cancelled one during the current billing period, an upgrade may have to wait until the next renewal. While Fix is free during the beta, you cannot switch to Fix through a plan change.
• Cancellation. You can cancel at any time by emailing jon@thejonmartin.com, in the app when that option is available, or through Paddle at https://paddle.net. Cancellation stops the next renewal.
• Monthly plans. A monthly plan is not refundable. After you cancel, access continues until the end of the current billing month.
• Annual plans. If you cancel an annual plan, you receive a prorated refund for each full month not yet used. The refund is the annual price divided by 12, multiplied by the number of full months that have not started. The month in progress is not refunded. Access continues until the end of that month.
• Refunds. The Refund Policy is part of these Terms. It is the only refund rule for the fees you pay. If we stop offering the Service, we will give you at least 30 days' notice by email and refund unused prepaid time on a pro-rata basis, including a partial month, as the Refund Policy describes.
• Failed payments. If a payment is not received, we may pause the Service once it is 14 days unpaid, until payment is made.
• Taxes. Prices exclude tax. Paddle, as merchant of record, calculates and collects sales tax, VAT, and similar taxes that apply to the order.
• Marketplace listing. The prices on any HubSpot Marketplace listing will match the prices on our website.

8. Your responsibilities

You agree to:

• use the Service in line with these Terms, HubSpot's terms and HubSpot's Acceptable Use Policy for your HubSpot account, and applicable law;
• install the Service only in HubSpot accounts you are authorized to connect, and have whatever rights and give whatever notices are needed for us to process the data described in our Privacy Policy;
• keep your HubSpot account secure, and tell us promptly about any unauthorized use;
• not resell, reverse engineer, overload or interfere with the Service, or use it to build a competing product.

9. Your data and permissions

• You own your data. You keep all rights in your HubSpot data and in the reports produced for you. We use your data only to provide the Service, as described in our Privacy Policy.
• Sharing with service providers. You give us express permission to share your data with the service providers listed in our Privacy Policy, only to provide the Service.
• Disconnecting and deletion. You can uninstall the app at any time in HubSpot (Settings > Integrations > Connected Apps). When you do, we stop accessing your account immediately and delete your data 30 days later, or sooner if you ask. Deleted data is removed from our backups within a further 30 days.
• Anonymized usage-shape data. We collect the anonymized usage-shape summary described in the Privacy Policy for product improvement and for future benchmarks. We may later show you a comparison with other portals of a similar size and plan when that comparison meets the thresholds in the Privacy Policy (enough similar portals, and a range that is tight and stable) and we have turned comparisons on. Until then, the report has no comparison. You can opt out on the confirmation page or by email. Opting out deletes the summary and stops new ones. Disconnecting the app deletes it on the schedule in the Privacy Policy. We do not sell these summaries.
• Anonymized survey counts. We collect the dropdown counts described in the Privacy Policy for product improvement and for future benchmarks. Your report does not include a comparison with other portals unless we turn comparisons on. We do not sell these counts.

10. Our intellectual property

We own the Service, including its software, checks, Fix Catalog, skill packs, templates and documentation. While your subscription is active, you may use the Service and the reports for your internal business purposes. You may keep and use, for your internal business purposes, reports you received before your subscription ended.

11. HubSpot and other third parties

Portal Audit is an independent product. It is not made, endorsed or supported by HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc. Your use of HubSpot, of Paddle (our merchant of record and reseller), and of any AI assistant is governed by your agreements with those providers. We are not responsible for their availability, changes or acts. If HubSpot changes or withdraws an API the Service relies on, a feature may stop working.

12. AI-generated content

Report text is drafted with AI assistance and checked against the audit data by software. Reports say so. A report says "Reviewed by Jon Martin" only when Jon has reviewed that report. AI output can still be incomplete or wrong. If you allow research on the confirmation page shown after you install, the AI agent may also use your public website and public outside sources (see our Privacy Policy, section 7). Reports and fix plans are informational; they are not legal, financial or compliance advice. Review recommendations before acting on them.

13. Suspension and termination

• You can stop using the Service at any time by cancelling (section 7) and uninstalling the app.
• We may suspend or end your access if you breach these Terms, fail to pay (section 7), put the Service or others at risk, or become ineligible (section 2). When reasonable, we will give notice first.
• If we stop offering the Service, we will give you at least 30 days' notice by email and refund unused prepaid time on a pro-rata basis, as the Refund Policy describes (section 7).
• Sections 9 to 12 and 14 to 17 survive termination.

14. Disclaimer

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". TO THE EXTENT THE LAW ALLOWS, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT IT WILL FIND EVERY ISSUE IN YOUR HUBSPOT ACCOUNT.

15. Limitation of liability

TO THE EXTENT THE LAW ALLOWS:

• (a) NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE OR DATA;
• (b) OUR TOTAL LIABILITY ARISING FROM OR RELATING TO THE SERVICE IS LIMITED TO THE GREATER OF (i) THE FEES YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (ii) US$100.

16. Governing law and disputes

These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-laws rules. Any dispute must be brought only in the state courts located in Lancaster County, Pennsylvania, or in the United States District Court for the Eastern District of Pennsylvania, and both parties consent to the jurisdiction of those courts. There is no arbitration agreement in these Terms.

17. General

• Changes. We may update these Terms. For material changes, we will notify the contact on file at least 30 days before they take effect. Continuing to use the Service after that means you accept the change.
• Assignment. You may not assign these Terms without our consent. We may assign them in connection with a transfer of the Service, including to a company Jon Martin forms.
• Entire agreement. These Terms, the Refund Policy, the Privacy Policy and your plan details are the whole agreement between us about the Service.
• Other terms. If a court finds a term unenforceable, the rest of these Terms still apply. Not enforcing a term is not a waiver of it.
• Notices. We send notices by email to the contact on file; send yours to jon@thejonmartin.com.
• Force majeure. Neither party is liable for delays caused by events beyond its reasonable control (this does not cover payment obligations).

18. Contact

Jon Martin, sole proprietor trading as TheJonMartin, 819 E. Orange St., Lancaster, PA 17602. Email: jon@thejonmartin.com. We are reachable by email only. Orders, invoices, tax, and refunds: Paddle at https://paddle.net, or the same email.