CRM Architecture & Cleanup
Audit and rebuild your HubSpot setup so pipeline stages, ownership, and reporting actually reflect how your team sells.
What I Offer
Pipeline Audit:
Map every stage against how deals actually move, not how the org chart says they should.
Workflow Rebuild
Rebuild automation and email sequencing so follow-up doesn't depend on someone remembering to do it.
Data Cleanup
Fix duplicate records, dead fields, and reports that don't match what's happening in the field.
Access & Ownership Setup
Set roles and permissions so the CRM doesn't turn into a free-for-all as the team grows
Why It Matters
A CRM only works if people trust what comes out of it. When pipeline stages don't match reality, reps stop updating it, forecasts miss, and leadership stops trusting the reports. Fixing the underlying architecture is what breaks that cycle.
Aditional Benefits
I built the CRM behind a $1B global sales pipeline at GKN Hydrogen using HubSpot, and later rebuilt one from scratch as a department of one at a lean 3PL. I know what a cleanup needs to look like at both ends of that scale, and I'm not going to hand you a generic best-practices deck.
A cleaner CRM also means less time spent on manual data entry and more time spent actually selling. That's usually where the real ROI shows up, not in the dashboard, but in the hours reps get back.