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$
USD
I will audit and optimize your hubspot CRM, workflows and sales pipeline
Fast Work, Quality Delivery, Flexibility
Good day. I'm Edward, an expert internet marketer that has worked with a range of clients, brands, and businesses to develop and advertise their online presences, create incredibly profitable and succ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
HUBSPOT CRM AUDIT | CRM OPTIMIZATION | WORKFLOWS | SALES PIPELINE
Is your HubSpot CRM messy, underperforming, or becoming difficult for your team to manage?
Broken workflows, duplicate contacts, poor pipeline structure, inaccurate properties, and reporting issues can slow down your sales process and cause valuable leads to slip through the cracks.
I will audit and optimize your HubSpot CRM to identify problems, improve your setup, and create a clear path toward a cleaner and more efficient system.
MY HUBSPOT AUDIT SERVICES INCLUDE:
- Complete HubSpot CRM Audit
- Workflow & Automation Review
- Sales Pipeline Audit
- Deal Stage Optimization
- Contact & Data Cleanup Review
- Duplicate Data Identification
- Custom Property Review
- Lead Management & Lifecycle Review
- Email Automation Review
- Dashboard & Reporting Audit
- Integration Review
- CRM Optimization Recommendations
- Workflow Troubleshooting
Whether you have broken HubSpot workflows, a messy CRM, pipeline issues, or an underperforming setup, I will help identify what needs attention and provide practical improvements.
Stop letting CRM issues slow down your sales. Click ORDER NOW and lets optimize your HubSpot CRM today!
Software:
HubSpot
Industry:
Business services & consulting
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E-Commerce
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Software
My Portfolio
FAQ
What does your HubSpot CRM audit include?
I review your HubSpot CRM structure, sales pipeline, deal stages, properties, workflows, automation, contact management, lifecycle stages, dashboards, reports, and integrations to identify issues and opportunities for improvement.
Can you fix the issues you find during the HubSpot audit?
Yes. Depending on the package selected, I can go beyond identifying problems and implement priority fixes, optimize workflows, improve your pipeline, clean up CRM structure, and correct automation issues.
Can you audit and fix broken HubSpot workflows?
Yes. I can review existing HubSpot workflows, enrollment triggers, branches, actions, delays, notifications, and automation logic to identify problems and improve workflow performance.
Can you clean up a messy HubSpot CRM?
Yes. I can review duplicate records, unnecessary properties, inconsistent lifecycle stages, pipeline structure, contact organization, and other data-management issues, then recommend or implement improvements based on your package.
Can you optimize my HubSpot sales pipeline?
Yes. I can review your deal stages, pipeline structure, stage automation, properties, task creation, lead handoffs, and reporting to better align HubSpot with your actual sales process.
Can you audit my HubSpot dashboards and reports?
Yes. I can review existing HubSpot dashboards and reports, identify missing or inaccurate KPIs, and recommend improvements for sales pipeline, conversion, activity, revenue, and performance tracking.
Can you audit HubSpot integrations too?
Yes. I can review relevant HubSpot integrations and data flows to identify syncing, mapping, automation, or connection issues. The exact scope depends on the platforms and integrations involved.
Do you work with an existing HubSpot account?
Yes. This Gig is specifically designed for businesses that already use HubSpot and need an audit, troubleshooting, cleanup, or optimization of their existing CRM setup.
