CRM Data Cleanup Blueprint - Gather 'n' Grow

Get Your CRM Data Cleanup Blueprint

A complete audit of your CRM data with a prioritised cleanup blueprint. Includes a 30-minute discovery call to understand your data challenges and a 60-minute walkthrough of the recommendations. Everything included.

What You Get

A clear picture of what's cluttering your CRM — and a step-by-step plan to clean it up without breaking anything.

Data quality assessment

Duplicates, incomplete records, outdated contacts, bad formatting — quantified so you can see the scale of the problem

Property and field audit

Which fields are actually being used, which are redundant, and which are missing from your workflows

Lifecycle and pipeline review

Are your deal stages and lifecycle stages actually reflecting reality, or has the process drifted?

List and segment health

Active lists, static lists, smart lists — which ones are still relevant and which are polluting your targeting?

Automation and report review

Are your workflows doing what you think they are? Are your reports pulling from clean data? We review your automations and reporting to flag what's broken, redundant, or built on unreliable fields

Prioritised cleanup blueprint

A step-by-step action plan: what to fix first, what to merge, what to archive, and what to delete — safely

I worked with Alyssa whilst she was helping Runway East with their migration to Hubspot. It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success - she knows Hubspot inside and out, asked difficult questions, didn't take the easy route when she didn't think it was in our best interest, and basically went above and beyond in ensuring we had a great CRM which was using Hubspot's full capacity. Alyssa is a great mix of analytical and creative who is a great marketer as well as a Hubspot expert, so she really understands where you're coming from and thinks things through from an end user perspective. Wholeheartedly recommend!

From the beginning Alyssa helped in every way to make our implementation a success. Beyond her ninja technical skills and amazing knowledge, she became part of the team and went above and beyond when getting things done. She made our CRM migration silky smooth and implemented strategies that are now part of our core business. Cannot recommend her enough.

Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly! I *almost look forward to our next big HS project when I get to work with her again.

Who This Is For

Built for teams who know their CRM needs attention but don't know where to start.

Your CRM has grown organically for years and nobody's confident the data is clean

You're seeing duplicate contacts, inconsistent fields, and reports you don't trust

You're about to launch a new campaign, automation, or integration and need clean data first

You've switched CRMs or merged databases and the data didn't survive the move cleanly

Your sales team has stopped trusting the CRM because the data doesn't reflect reality

How It Works

You give us access. We map every problem and build your cleanup plan.

Step

Grant Us Access & Discovery Call

Complete your purchase and share partner access to your HubSpot portal (we'll send you the link). Then we'll schedule a 30-minute discovery call to understand your data challenges, what's frustrating your team, and what you need from your CRM. If your organisation requires an NDA, we'll get that signed before we begin.

1 hour

Step

We Assess Everything

Contacts, properties, pipelines, lists, automations, and reports — all reviewed for data quality, hygiene, and reliability. No integrations review unless they're straightforward ones.

3-5 business days

Step

Get Your Blueprint & Debrief Call

A prioritised cleanup plan with clear steps, estimated effort, and safe deletion guidelines — plus a 60-minute debrief call to walk through every recommendation together.

Report + 60-min call

Yes — this service is specifically for HubSpot portals, because understanding the CRM setup is just as important as the data itself. If your data is currently in spreadsheets but will be going into HubSpot, we can work with that too.

We'll send you a partner access link to grant us access to your HubSpot account. This gives us the visibility we need without touching your data. It's quick to set up and you can revoke it anytime.

We review simple, standard integrations as part of the audit. For complex integrations with custom API mappings or middleware, we'd need more context and time to understand the data flows properly — that would be scoped separately.

3-5 business days from receiving access. Full blueprint delivered via email, followed by a 60-minute debrief call.

This is the blueprint. If you'd like us to handle the cleanup, we can quote that separately.

None. We use partner access for the audit. No records are modified, merged, or deleted during the review.

We only need read and view access — we never edit, delete, or modify anything in your portal. If your organisation requires an NDA before granting access, we're happy to sign one. Just send it through and we'll get it sorted before we start.

Bad Data In, Bad Decisions Out — And Your Team Is Paying the Price

Get Your CRM Data Cleanup Blueprint

What You Get

Data quality assessment

Property and field audit

Lifecycle and pipeline review

List and segment health

Automation and report review

Prioritised cleanup blueprint

Who This Is For

Ready to Turn Your CRM Into a System You Can Trust?

How It Works

Grant Us Access & Discovery Call

We Assess Everything

Get Your Blueprint & Debrief Call

Want To See A Sample Blueprint?

Frequently Asked Questions

Is this only for HubSpot?

How do you access my portal?

Do you review integrations?

How long does it take?

Will you do the cleanup for us?

Is there any risk to my data?

Do you need full access to our data? Can you sign an NDA?

Get Your CRM Data Cleanup Blueprint

Purchase Your CRM Data Cleanup Blueprint & Get Even More ROI