TAKING NEW BRIEFS · Q2 / 26
A senior operator reviews your full HubSpot portal — properties, lifecycle stages, pipelines, workflows, integrations and reporting — then hands you a clear, prioritized list of what's broken and what to fix first.
“You don't need another dashboard. You need to know which three things to fix in your portal on Monday.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Duplicate contacts and companies, stuck or unknown lifecycle stages, overlapping properties and broken workflow enrollments — surfaced and called out by impact, so your reports stop arguing with reality.
Not a wishlist. Each recommendation carries expected impact, effort, owner and dependency — so you fix the broken workflows and bad data skewing your pipeline before you build the next report.
Pipeline stages and deal hygiene reviewed, integration sync errors traced, reports checked for deprecated fields and outdated logic. The number on the dashboard finally matches the number in the deal.
Each phase produces a specific artifact. Concrete, dated, owned by you. We don't bill by the hour, we ship by the deliverable — here's exactly what lands in each one.
We start at the foundation. Account settings, teams and permissions, then a full data-hygiene pass — duplicates, empty or overlapping properties, inactive and hard-bounced records — mapped against a HubSpot best-practice baseline.
How records move through your funnel. Lifecycle stages, lead statuses, deal pipeline definitions and any lead scoring — checked against your actual sales process. Most CRM problems live here.
The automation and data layer that decides what every report says. Active and archived workflows, triggers and overlaps, integration sync health, and whether your dashboards rely on deprecated fields.
A prioritized 90-day fix list — each rec tagged with impact, effort, owner and dependency — plus a baseline snapshot of your portal health and a 45-minute live walkthrough.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
One audit. One prioritized fix list. Two weeks from kickoff to readout.