I will do a hubspot crm audit and data cleanup, fix workflows and pipelines
Gig Summary
HubSpot CRM expert: setup, workflows, integrations and AI agents
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
HubSpot audit, CRM cleanup and fix
If your team doesn't trust the data, the pipeline or the reports, something in the HubSpot setup is off. I find what is broken, show you why it matters and fix it.
What I check in a HubSpot audit:
- Duplicate contacts and incomplete records
- Pipelines and deal stages
- Workflows that fail or never run
- Integrations and syncs
- Reports and dashboards
- Users, seats and what your plan costs
What you get:
- A health score for each area
- Findings with the fix, effort and priority
- A 30-day plan in the right order
- A subscription cost review: seats, marketing contacts and plan tier
With Audit and Fix, I also do the data cleanup: merge duplicates, clean up pipelines and repair workflows. I back up your records before anything big.
12 years with HubSpot, 13 HubSpot certifications. A sample audit report and a sample cost review are in the gallery.
Not sure which package fits? Message me before ordering.
Software:
HubSpot
Clients I’ve worked with
Yokogawa
Plant Biotechnology
I am working with Yokogawa as a HubSpot CRM Manager, managing deal pipelines, automating workflows, creating reports, and integrating HubSpot with business tools. I also oversee LinkedIn marketing campaigns, focusing on ad strategy etc.
May 2024
Thermo Fisher Scientific
Biotechnology
I managed the HubSpot account and digital marketing channels for Thermo Fisher Scientific, optimizing their CRM and driving impactful marketing strategies.
Dec 2017
My Portfolio
FAQ
Will the cleanup delete my data?
Nothing is deleted without your OK. I export a backup first, and duplicates are merged, not deleted.
How do you get access?
You add me as a user with the permissions I list. You never share your password.
Can you lower my HubSpot bill?
Often, yes. Unused paid seats and marketing contacts with no engagement are the usual ones. I compare what you pay for with what you use and show you the numbers before changing anything.
What does the audit report look like?
There is a sample in the gallery for a fictional company. Yours follows the same layout with your real numbers.
Which HubSpot plans do you work with?
All of them, from Starter to Enterprise.
7 reviews for this Gig
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
L lottie_l

United Kingdom
His communication was great and replies were super speedy, clear and simple instructions provided on how to set up my HubSpot account. The recording is also really helpful to look back at! I would recommend to anyone looking for initial support.
$50-$100
Price
2 days
Duration
Helpful?T tmike89

United States
Ongoing collaborationAbdur is very professional and knowledgeable on what I needed to get established.
$50-$100
Price
1 day
Duration
Helpful?T 
thomasharneit

Germany
Schnell verfügbar, gute Arbeit, zuverlässig, kundenorientiert, gute Kompetenz in Hubspot.
$200-$400
Price
7 days
Duration
Helpful?R ranjetc

United Kingdom
Great advice and will follow up with more requirements in due course
$50-$100
Price
2 days
Duration
Helpful?M mkmckinn

Canada
He was very responsive
$50-$100
Price
Helpful?
7 reviews for this Gig
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
L lottie_l

United Kingdom
His communication was great and replies were super speedy, clear and simple instructions provided on how to set up my HubSpot account. The recording is also really helpful to look back at! I would recommend to anyone looking for initial support.
$50-$100
Price
2 days
Duration
Helpful?T tmike89

United States
Ongoing collaborationAbdur is very professional and knowledgeable on what I needed to get established.
$50-$100
Price
1 day
Duration
Helpful?T 
thomasharneit

Germany
Schnell verfügbar, gute Arbeit, zuverlässig, kundenorientiert, gute Kompetenz in Hubspot.
$200-$400
Price
7 days
Duration
Helpful?R ranjetc

United Kingdom
Great advice and will follow up with more requirements in due course
$50-$100
Price
2 days
Duration
Helpful?M mkmckinn

Canada
He was very responsive
$50-$100
Price
Helpful?

