Find out what's cluttering your CRM, and how to clean it up safely
It starts with a 1-hour kick-off call about your data, your team and what you need from HubSpot. Then we review your portal and turn it into a step-by-step plan: what to fix, merge, archive and delete, in the right order. You finish with a 1-hour debrief call where we walk you through it.
Trusted by growing businesses in the US, UK and Australia
Your team has stopped trusting what's in the CRM
We have duplicates everywhere.
The same contact three times, with different details each time. Nobody knows which record is right.
We can't trust the reports.
Fields are inconsistent, so the numbers never add up. Decisions get made on gut feel.
The data didn't survive the migration.
You switched CRMs or merged databases, and it came across messy. Every workaround adds more mess.
We're about to launch something new.
A campaign, automation or integration that needs clean data. Otherwise it's built on bad data.
Everything in one blueprint
Your HubSpot data reviewed end to end, then turned into a plan you can follow without breaking anything.
Duplicates, incomplete records, outdated contacts and bad formatting, counted so you can see the scale.
Which fields are used, which are redundant, and which are missing from your workflows.
Whether your deal stages and lifecycle stages match how you actually sell.
Which lists are still relevant, and which are polluting your targeting.
Workflows and reports built on unreliable fields, flagged.
Step by step: what to fix first, what to merge, what to archive and what to delete, safely.
See what you get before you buy
This is what a CRM clean-up blueprint looks like. Yours is built around your portal: every issue mapped, every fix in order.
- Every issue counted, so you can see the scale
- Fixes in a safe order, so nothing breaks
- Clear enough to hand to whoever does the clean-up
From kick-off to a clean-up plan in 3 to 5 business days
Kick-off call
Pay online and give us partner access to HubSpot. We'll send the link. Then spend an hour with us on your data, what frustrates your team and what you need from the CRM.
We review your data
Contacts, properties, pipelines, lists, automation and reports, checked for quality and reliability.
Debrief call
One hour to walk through every finding, answer your questions and agree what to fix first.
We can do the clean-up
If you'd like us to handle it, we'll quote it after you've read the blueprint.
For teams who know their CRM needs attention but don't know where to start
A good fit if
- Your CRM has grown for years and nobody is confident the data is clean
- You see duplicate contacts, inconsistent fields and reports you don't trust
- You're about to launch a campaign, automation or integration that needs clean data
- You switched CRMs or merged databases and the data came across messy
- Your sales team has stopped trusting the CRM
Probably not a fit if
- You're not on HubSpot and won't be moving to it. This blueprint is for HubSpot.
- You want the clean-up done for you. Ask us about CRM Clean Up & Setup.
"She made our CRM migration silky smooth"
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 went above and beyond in ensuring we had a great CRM which was using HubSpot's full capacity. 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!
Make the most of your blueprint
Questions about the blueprint
Is this only for HubSpot?
Yes, because understanding the CRM setup matters as much as the data itself. If your data is in spreadsheets now but is moving into HubSpot, we can work with that too.
What happens on the kick-off call?
One hour with us on your data, what frustrates your team and what you need from the CRM, so the blueprint fixes what matters to you first.
How long does it take?
3 to 5 business days after the kick-off call. Your blueprint comes by email as a PDF, with a link to book your 1-hour debrief call.
How do you access my portal?
We send you a partner access link. It gives us the visibility we need without touching your data, and you can revoke it at any time.
Is there any risk to my data?
No. No records are changed, merged or deleted during the review.
Do you review integrations?
We review simple, standard integrations. Complex ones with custom API mappings or middleware need more time to understand properly, so we'd scope those separately.
Will you do the clean-up for us?
This is the blueprint. If you'd like us to handle the clean-up, we'll quote it separately.
Can you sign an NDA?
Yes. Send it through and we'll sign it before we start.
What currency is the price in?
US dollars.
Get your CRM clean-up blueprint
Fill in your details and pay securely. We'll be in touch to book your kick-off call, and your blueprint arrives 3 to 5 business days after it.
- A 1-hour kick-off call
- A full review of your HubSpot data
- A step-by-step clean-up blueprint
- A 1-hour debrief call