Browse categories
Explore
Fiverr Pro
English
$
USD
I will audit and optimize your hubspot CRM
About this Gig
Most HubSpot setups get over-built before the basics are confirmed. Structure is layered on top of a lead flow and a data model nobody verified, and when the operation scales it multiplies whatever was already wrong.
I audit HubSpot the way an operator would, not from a generic checklist:
1. Basics first. Whether lead volume is intact, whether the funnel converts stage to stage, whether your reports can be trusted.
2. Then structure. Pipelines, properties, automations and integrations.
3. A written audit that separates what to fix now from what to build later, each finding tied to a reason.
If you choose Premium, I implement the priority fixes directly in HubSpot.
Background: I owned a HubSpot environment end to end across three markets, 40k+ deals and 57k+ contacts, four deal pipelines and four ticket pipelines.
Not sure which package fits? Message me first and I will tell you honestly.
__tbwfsd.jpg)
__tbwfsd.jpg)
Software:
HubSpot
Industry:
Education
•
Marketing & advertising
•
Travel & tourism
My Portfolio
FAQ
Do you need admin access?
For the audit, read-only is enough. For execution I need admin, or we agree on exactly which changes I make. I never ask for passwords. You invite me as a user, or we screen-share.
Is my data safe?
I work with sensitive customer data regularly and keep it controlled. If you want an NDA in place before I access anything, send it and I will sign it before we start.
What if my problem is bigger than these packages?
Message me before ordering. I will tell you honestly whether it fits a package or needs a custom scope, instead of stretching the wrong one.
Do you work with Salesforce too?
No. I specialize in HubSpot. If your stack is Salesforce-based, I am not the right fit and will say so.
