I will audit and optimize your hubspot CRM for clean data
HubSpot, Workflow automation Specialist and Patient Data, Medical Records Expert
About this Gig
Is your HubSpot portal slowing your team down? Duplicate contacts, unused properties, conflicting workflows and pipelines that don't match how you sell?
I'm a HubSpot-certified consultant and founder of GuidexCRM Solutions, and my team is certified across all HubSpot hubs. I'll run a full health check of your portal and give you a clear, prioritized plan to fix it, or fix it for you.
What I audit:
Data quality, duplicates and missing fields
Custom properties and lifecycle stages
Workflows, sequences and lead routing
Pipelines and deal stages
Integrations and connected apps
Users, permissions, dashboards and reports
What you get:
Written audit report ranked by impact
Action plan with quick wins and long-term fixes
Fixes implemented (Standard and Premium)
Recent work: Audited, cleaned, and restructured a HubSpot Sales Hub Professional portal for an F&B supply chain business, then connected LinkedIn lead gen directly into the CRM.
Message me before ordering so I can confirm the right package for your portal.
Software:
HubSpot
Industry:
Financial services
•
Real estate
•
Wellness
My Portfolio
FAQ
What access do you need?
View-only access is enough for the Basic audit. For Standard and Premium, I'll need admin access to implement fixes.
Will you delete any of my data?
Never without your approval. I share a list of every merge, deletion or change before making it.
Which HubSpot tiers do you work with?
All of them, from Free and Starter through Professional and Enterprise, across Sales, Marketing, Service, Content and Operations Hub.
My portal is very large. Which package fits?
If you have more than 5,000 contacts or 50+ workflows, message me first and I'll send a custom offer.
Can you continue as our HubSpot admin after the audit?
Yes. Many clients move into ongoing monthly support after the audit.

