I will audit your hubspot CRM and fix data and workflow gaps

Is your CRM full of missing follow-ups, duplicate records, incomplete notes, and deals that quietly stall? I audit CRM data for a living, reviewing 2,500+ deals and interactions every month, and I know where the gaps hide.

What you get

• A review of your deals, contacts, tasks, and activity logs for completeness and accuracy
• A clear list of compliance gaps (missing follow-ups, documentation errors, inconsistent stages)
• Prioritized fixes you can apply right away
• A simple report your whole team can follow, with options for workflow recommendations

Why work with me

• 4+ years in quality assurance and CRM compliance
• Past results include a 25% rise in CRM compliance in six months and 30% fewer repeat errors
• HubSpot Sales Software certified
• Clear written reports, built for remote teams

How it works

1. You share view-only access or an export of sample data.
2. I audit it and send a findings report.
3. We review it together and agree on next steps.

Message me before ordering with your CRM setup and main problem, and I'll recommend the right package.