DATABASE
Clean CRM data your team can finally trust.
I help companies clean, structure and govern HubSpot data so reports, automations and sales processes stop breaking because of poor data quality.
When your CRM data starts working against you.
Poor data quality rarely looks urgent at first. Then reports become unreliable, automations misfire and teams stop trusting the system.
Common problems
Duplicate contacts and companies make ownership unclear.
Duplicate contacts and companies make ownership unclear.
Lifecycle stages are inconsistent or manually updated.
Lifecycle stages are inconsistent or manually updated.
Reports show numbers, but not the operational truth behind them.
Reports show numbers, but not the operational truth behind them.
Automations depend on fields nobody fully trusts.
Automations depend on fields nobody fully trusts.
What I help with
A focused set of improvements designed to make your system clearer, cleaner and easier to scale.
HubSpot CRM audit
HubSpot CRM audit
Review your current structure, properties, lifecycle logic and data quality issues.
Review your current structure, properties, lifecycle logic and data quality issues.
Data cleanup
Data cleanup
Clean key records, standardize properties and reduce duplicate or unreliable data.
Clean key records, standardize properties and reduce duplicate or unreliable data.
Governance logic
Governance logic
Define who owns which fields, where data should be updated and how it should flow.
Define who owns which fields, where data should be updated and how it should flow.
Reporting foundation
Reporting foundation
Prepare your CRM data so reports, segments and automations use reliable definitions.
Prepare your CRM data so reports, segments and automations use reliable definitions.
How the work happens
Every engagement starts with understanding the business process before changing the system.
Diagnose
Diagnose
Review the current CRM setup, data model and operational pain points.
Review the current CRM setup, data model and operational pain points.
Design
Design
Define the target structure, ownership logic and process architecture.
Define the target structure, ownership logic and process architecture.
Build
Build
Implement the required changes, workflows, integrations or reporting logic.
Implement the required changes, workflows, integrations or reporting logic.
Enable
Enable
Document the system and help your team understand how to use it.
Document the system and help your team understand how to use it.