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I will audit your hubspot CRM lead workflow and find revenue leaks
CPM Growth Systems, CRM, automation and lead control workflows
I run CPM Growth Systems, a growth-operations consultancy that builds the CRM, automation and AI-assisted workflows behind more controlled revenue operations.
I help growing agencies and service busi...
About this Gig
If leads are coming into HubSpot but you're not completely sure what happens to them next, I can take a close look at the process for you.
I'll follow the journey from the moment someone submits a form through to lead assignment, notifications, follow-up and reporting. I'll look for problems such as leads going to the wrong person, missing tasks, delayed alerts, unclear ownership, duplicate work or automations that aren't working as expected.
Depending on your package, I'll review one or up to three workflows and give you a straightforward report explaining what's working, what needs attention and what I recommend doing first. I won't bury you in unnecessary technical jargon.
Basic and Standard are audits only. Premium includes fixing, testing and documenting one agreed workflow issue.
I run CPM Growth Systems and have built a working lead-control system using HubSpot, n8n, Google Sheets and Gmail. My aim is simple: to help you create a more reliable process so fewer leads slip through the cracks.
Please message me before ordering Premium, or if you use a CRM other than HubSpot, so I can confirm that I can help.
Software:
HubSpot
My Portfolio
FAQ
Which CRM platforms can you review?
HubSpot is my main platform. If you use Pipedrive, Salesforce or another CRM, message me before ordering and I will confirm whether I can cover your setup.
What counts as one workflow?
A workflow is one defined process, such as sending a form submission into the CRM, assigning a lead, triggering a notification, scheduling a follow-up or updating a pipeline stage.
Will you make changes to my CRM?
Basic and Standard are audits only. Premium includes the implementation, testing and documentation of one agreed workflow fix.
What access will you need?
This depends on the package. Screenshots and exports may be enough for a smaller review. If account access is necessary, please invite me as a separate user with only the permissions required. Do not send your password.
What counts as a revision?
A revision covers a correction or clarification within the original order scope. It does not include additional pipelines, workflows or new implementation work.
Can you guarantee that this will increase sales?
No. I can identify problems that may be delaying, mishandling or losing leads, but I cannot honestly guarantee a specific revenue result.
Are software subscriptions or API charges included?
No. Any third-party subscriptions, usage fees or API charges remain the buyer's responsibility.
