Foundation: cleanup & setup

$999.0090 min

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Cleanup & Setup

One-time project

Turn a messy or brand-new HubSpot portal into a clean, structured system your team can trust. We audit what you have, fix it, and build the foundation: your pipeline, properties, and automations, mapped to how your team actually sells.

What’s included

  • Full CRM audit of your contacts, companies, deals, and properties

  • Duplicate removal and data cleanup

  • Field and property optimization (remove the clutter, standardize what stays)

  • Pipeline and deal stage setup built around your real sales process

  • Core workflow automation: lead routing, follow-up tasks, and handoffs

  • Basic reporting dashboard for pipeline visibility

  • Team training session and written documentation

  • [Post-project support window, e.g. 14 days]

Best for: Teams starting in HubSpot, or teams whose data has gotten too messy to rely on.

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