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Remove duplicate, incomplete, and conflicting records, then put validation rules and governance in place so the mess does not come back. Reporting and automation only work when the data underneath them is trustworthy.
HubSpot Gold Solutions Partner12 HubSpot certifications13 five-star client reviews
A data quality audit across contacts, companies and deals, merge rules agreed with you before anything changes, systematic deduplication and standardized field values. Then the prevention: validation rules, required properties, naming conventions, data hygiene workflows and a governance SOP, so the duplicates do not come back.
Two weeks for the fixed-price CRM Cleanup. If nobody knows how big the problem is, a paid audit comes first and tells you exactly what the cleanup involves before you commit. Portals where several connected tools keep creating duplicates take longer, because each source has to be fixed too.
CRM Cleanup is a fixed $1,450 over 2 weeks: duplicate merge, property cleanup, lifecycle stages and Lead Status, up to 3 saved views, 1 dashboard and a cleanup SOP. When the size of the problem is unclear, a $495 CRM Audit comes first and is credited in full to a build signed within 30 days.
Cleanup is for portals where reporting cannot be trusted, duplicates are widespread, or fields were never governed. If you are not sure how big the problem is, start with a HubSpot audit.
Cleanup also pairs well with a migration: resolving duplicates before import is far easier than after.
Reps find duplicate companies and contacts, each with part of the history, and nobody knows which one is real.
Workflows enroll the wrong people, routing sends leads to the wrong owner, and emails go to records that should not exist.
Every number gets checked against a spreadsheet before anyone acts on it.
Free-text values, inconsistent formats, and properties created by whoever needed them, with no owner or definition.
We audit record quality across contacts, companies, and deals, deduplicate systematically rather than by hand, standardize field values, then install the validation rules, required properties, and naming conventions that keep it clean.
Four steps over 2 weeks for the fixed-price CRM Cleanup. Cleanup that does not include prevention is a one-off, so every engagement ends with the rules that stop the next wave.
We measure duplicates, incomplete records, and conflicting values, and find the sources that keep creating them.
Agreed rules decide which record survives and which values win, so merges are consistent and reversible decisions are documented.
Formats, picklists, owners, and statuses are standardized so segmentation and reporting work on clean values.
Validation rules, required properties, naming conventions, and hygiene workflows keep the portal clean after we leave.
Reporting becomes something you act on rather than something you verify. Automation stops misfiring on bad records. Reps stop finding three versions of the same account.
A step-by-step process to audit, merge, and enrich records, then the validation rules that stop duplicates coming back.
Read playbookWhere duplicates do real damage: broken reporting, misrouted leads, and rep time spent reconciling records.
Read articleA 47-point checklist covering permissions, validation rules, naming conventions, and audit trails.
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"Allen is without a doubt a true HubSpot expert. From CRM setup and workflow configuration to onboarding our entire team."
Read the reviews on Upwork and the HubSpot Solutions Directory
A free 30-minute call. Bring your portal, your reporting problem, or just the thing that keeps failing. You will get a straight answer on what is causing it and what fixing it involves, whether or not you hire us.
