§ · Services

Make the HubSpot you already have work properly.

I find the data, process, and automation problems that make teams stop trusting their CRM, then turn the findings into a practical fix plan.

§ 01 · Start here

HubSpot Health Check

Duration: Five working days
Commercial terms: Fixed price, paid only after results.

I go through your portal and tell you what's actually broken, what it's costing you, and what to fix first. The review is read-only; I don't change anything in your account.

Who it's for

Companies twelve months or more into HubSpot who have stopped trusting what's in it. Reports that contradict the CRM, records that exist three times, or automation nobody dares turn off.

What you get

Findings document with severity ranking
Prioritised fix list with effort estimates
45-minute walkthrough call, recorded

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§ 02 · What I examine

The three places where portal trust usually breaks.

Data quality

What's actually in the database, and what put it there.

"How many contacts in your CRM are the same person?"

What this includes

Duplicate count across contacts and companies, and the pattern creating them — form variations, import formatting, or an integration
Property inventory: what exists, what's populated, and what nobody has touched in a year
Import history review, so you know which upload caused which mess

Pipeline and lifecycle

Whether your stages mean anything.

"Can two reps look at the same deal and agree what stage it's in?"

What this includes

Exit criteria for every stage, written down, usually for the first time
Where lifecycle stages move automatically and where someone is doing it by hand
Records sitting in a stage their own activity contradicts

Automation and sync

What's running, what overlaps, and who owns each field.

"If two systems both update the same field, which one wins?"

What this includes

Workflow inventory: what's active, what overlaps, and what writes to the same property twice
Integration sync direction and field ownership, mapped per field
Where a loop can form between HubSpot and Salesforce, and which side to break it on

§ 03 · After the health check

Findings can become a scoped implementation.

Cleanup sprint

I fix what the health check finds. The work is scoped from the findings and priced per engagement.

Salesforce and HubSpot

Sync repair, field ownership design, and migration assessment. Priced per engagement.

§ 04 · Next step

Bring me the part of HubSpot your team no longer trusts.

In 30 minutes, we can work out whether a health check is the right starting point.

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