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Fiverr Pro
English
$
USD
I will audit and optimize your CRM for better performance
About this Gig
This Gig is focused on one goal: making your HubSpot CRM work better for your business.
I identify opportunities to improve, simplify, automate, and optimize your CRM so it can reduce manual work, improve lead management, strengthen tracking and attribution, support better conversion, and make your processes easier to understand and manage.
Optimization projects may include workflows, pipelines, properties, segmentation, lead scoring, tracking, reporting, internal processes, customer journeys, SOPs, and other CRM components depending on your specific objective.
- Basic CRM Audit & Roadmap
An in-depth assessment of your current HubSpot setup, including areas of opportunity, risks, priorities, and actionable recommendations.
- Standard 1 Optimization Project
I take one defined CRM optimization project from strategy through implementation, documentation, reporting, and training.
- Premium 2 Optimization Projects
Two complete optimization projects, including implementation, documentation, reporting, and training.
Need it sooner? Extra Fast Delivery and extra training is also available.
Software:
HubSpot
Industry:
Business services & consulting
•
E-Commerce
•
Software
FAQ
What counts as one CRM optimization project?
A project is one clearly defined business objective, such as reducing manual work, improving a pipeline, building a lead scoring system, improving tracking, automating a process, reduce manual work or restructuring a specific CRM workflow.
Does the Basic package include implementation?
No. The Basic package is a comprehensive CRM audit and optimization roadmap. It identifies issues, opportunities, priorities, and recommended actions, but does not include implementation. I wil audit and give you a report with the results, plan and recommendations.
What is included in the Standard and Premium packages?
These are hands-on projects. I handle strategy, CRM configuration, implementation, testing, documentation, reporting, and training for the agreed optimization objective(s)
Is CRM data cleanup included?
No. Large-scale database cleanup, deduplication, or data migration is not included in this Gig. For cleanup you can check my CRM Cleanup Gig.
Can you work with my industry?
Yes. CRM optimization principles apply across industries. I adapt the strategy, automation, pipeline structure, tracking, and processes to your specific business model and customer journey.
What if my project is more complex than the packages offered?
Message me before ordering. Complex or multi-system projects can be scoped separately and handled through a custom offer.
Will you need access to my HubSpot account?
For audits and hands-on optimization projects, appropriate HubSpot access will be required. I only access the areas necessary to complete the agreed scope and treat all business data and configurations as confidential.
