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I will clean up and optimize your hubspot CRM database to support sales performance
About this Gig
Duplicate contacts and disorganized CRM records? A focused HubSpot CRM cleanup can make customer information easier to find and use when following up.
WHAT I DO
Your selected package determines whether I review your CRM or review and clean up records. Cleanup can include merging duplicate contacts and reviewing contacts with no qualifying engagement for 12 months or more. Qualifying activities will be agreed with you before the review.
IDEAL FOR
Small businesses, coaches, agencies, and sales teams that want a clearer view of their HubSpot contacts.
WHAT YOU RECEIVE
Your written report will cover audit findings and recommendations, plus a summary of cleanup work where included.
Wondering Where should I start with my HubSpot cleanup? or How can I handle duplicate contacts? Message me for a free quick assessment of your CRM needs and to discuss your next step.
Software:
HubSpot
Industry:
E-Commerce
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Financial services
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Real estate
My Portfolio
FAQ
Do you need admin access to my HubSpot account?
You don’t necessarily need to give me admin access to your HubSpot account. Please invite me with the permissions needed for your package and setup; never share passwords or login codes.
How large can my HubSpot database be for cleanup?
Your HubSpot CRM can hold more contacts than your package covers: Basic screens up to 500, Standard covers up to 1,000 for cleanup, and Premium covers up to 1,500 for cleanup and lifecycle work. Message me if you need more work.
Can a HubSpot specialist help with broken workflows or automations?
Yes, Premium includes repairs to up to two existing HubSpot CRM workflows with clearly defined issues, subject to your HubSpot plan and permissions.
How can I keep my CRM organized after cleanup?
Review possible duplicates regularly and agree which activities count as engagement before reviewing inactive contacts. Your HubSpot CRM cleanup includes audit recommendations; Premium also includes a prevention guide. No one-time cleanup can guarantee issues won’t return.
How do I know if I need the Basic Audit, Standard Cleanup, or Premium package?
Choose Basic for an audit, Standard for contact cleanup, or Premium for HubSpot CRM optimization, including agreed workflow, deal, pipeline, and form work. Message me if you’d like help choosing.
How do you count contacts toward my package limit?
Each original contact reviewed or acted on for cleanup counts once, even if it needs more than one action. Both records in a merge count. Basic’s up-to-500-contact audit screening limit is separate.
How are duplicate contacts merged, and can a merge be undone?
HubSpot contact merges cannot be undone; I send proposed duplicate batches, including recommended surviving records, for your approval before merging. Unclear matches are held for review.
What deal and pipeline work is included in each cleanup package?
Basic reviews one existing pipeline without changes. Standard can correct up to 25 deals in existing stages; Premium covers up to 50 deals total and can restructure one existing pipeline with up to eight final stages, including retained closed stages. Changes are agreed with you first.
What happens to inactive contacts during HubSpot CRM cleanup?
Standard and Premium can place contacts with no qualifying engagement for 12 months or more in a fixed HubSpot review list (static segment), after we agree on activities and check permissions and automation. I won’t delete them or change their marketing status.
What will my audit or cleanup report include?
HubSpot audit and cleanup reports cover findings, priorities and recommendations; cleanup reports also document completed work and exceptions. Basic’s audit report is a PDF. Premium adds a prevention guide and recorded walkthrough.
