One deep, hands-on pass through your existing setup — cleaning up what's broken and handing you a clear list of what's next.
Your team's been in HubSpot for a while but nobody's cleaned it up since the early days — duplicate records, dead workflows, fields nobody uses anymore.
You're about to bring on new reps or a new tool and want the CRM in good shape before more people start touching it.
You just need a second set of experienced eyes to tell you what's actually wrong, without committing to an ongoing retainer yet.
I start by auditing your full portal — contact and company records, deal pipelines, workflows, and reporting — and mapping out exactly where things are breaking down. From there, I clean up duplicate and dead records, fix broken automations, and tighten up your pipeline stages so they reflect how your team actually sells. You walk away with a cleaner CRM and a written punch list of anything bigger that's worth tackling next.
Most Tune-Ups wrap within a week — not a multi-month project.
You work with me the whole way through. No handoffs, no account managers.
The punch list is yours to use with anyone afterward — including nobody.