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I will audit and optimize your sales pipeline to fix leaks
RevOps Specialist, CRM Governance and Workflow Automation
I help businesses fix leaky pipelines, ensure clean CRM data, and automate operations. With over 4 years in RevOps, I bridge Sales and Finance to streamline reporting and cash flow.
My impact: Reduce...
About this Gig
Welcome to my Gig!
Are poor data hygiene or a clogged pipeline costing you deals? If your team struggles with untagged opportunities, stale deal records, or inconsistent stages, it's time for a pipeline audit.
I will conduct a comprehensive audit of your CRM (Salesforce, HubSpot, or Zoho) to restore pipeline visibility and help your sales team focus on active deals.
What this Gig Includes:
- Stale Deal Identification: Pinpoint unworked, abandoned, or lingering opportunities.
- Data Hygiene Audit: Identify duplicate contacts and missing or inconsistent deal fields.
- Pipeline Visibility Check: Verify that stage-transition metrics accurately reflect your sales cycle.
Supported Platforms:
- Salesforce
- HubSpot
- Zoho CRM
FAQ
Which CRMs do you support?
I specialize in Salesforce, HubSpot, and Zoho CRM environments.
What format is the final report delivered in?
ou will receive a comprehensive PDF report along with a CSV file detailing the flagged records and actionable recommendations.
Do you make changes directly in the CRM?
The Basic and Standard packages provide auditing and flagging. Direct data cleanup and custom field updates can be included via the Premium tier or custom offer.
