Contacts and companies are duplicated or inconsistently associated.
Fixed-scope service
HubSpot CRM Cleanup and Pipeline Fix
Clean up HubSpot so your team knows what is active, what comes next, and who owns it. This is a focused repair of duplicate records, properties, stages, required fields, ownership rules, workflows, and reporting. Not a full rebuild.
Does this sound familiar?
This is a fit if you recognize any of these.
Lifecycle stages are being used as pipeline stages.
Deals move forward without required ownership or next-action data.
Old workflows overlap, conflict, or no longer have a clear owner.
Reports do not match what is really happening in the pipeline.
The sales process changed, but HubSpot still reflects the original setup.
What you get
A clear package, not a mystery build.
- Data and structure audit
- Duplicate review
- Property cleanup
- Lifecycle stage corrections
- Pipeline stage redesign
- Required field rules
- Workflow cleanup
- Reporting recommendations
- Documentation
What this doesn't include
Keeping the scope honest
- Bulk deletion and irreversible merges are never performed without explicit approval.
- Subscription upgrades, custom integrations, and migrations are separate scopes.
- Historical data is preserved unless a reviewed cleanup rule says otherwise.
- Production changes are staged and validated against agreed examples.
Working process
We map it before we touch anything.
Each step has an owner, an input, an output, and a way to check it worked.
Inventory
Map pipelines, stages, properties, workflows, owners, imports, and reports.
Redesign
Define the lifecycle, pipeline, ownership, and required-field rules before changing records.
Repair
Apply the approved structure in controlled batches and document every rule.
Reconcile
Test records, workflow enrollment, stage movement, and dashboard totals against source examples.
Control Exception Output
Fixed-scope levels
Choose the smallest level that covers your problem.
Final scope is confirmed in writing before work begins.
Starter
One pipeline, import, or targeted cleanup problem
- Focused structure review
- Targeted property or stage cleanup
- Duplicate-risk notes
- Change documentation
Standard
A small sales pipeline that needs reliable operating rules
- Pipeline and lifecycle repair
- Ownership and required-field rules
- Workflow cleanup
- Reporting recommendations
Advanced
Multiple pipelines or a broader portal cleanup
- Expanded data and structure audit
- Multiple pipeline or lifecycle corrections
- Workflow and reporting reconciliation
- Governance guide and handoff session
Supported systems
Built around the tools already doing the work.
HubSpot CRMHubSpot workflowsHubSpot reportingCSV importsGoogle Sheets
Questions
What to expect, explained clearly.
Will cleanup delete historical data?
No destructive cleanup is assumed. Historical records are preserved unless a specific merge, archive, or deletion rule is reviewed and approved first.
Which HubSpot tier is required?
The scope starts with the tier you already have. If a requested workflow or reporting feature requires a different subscription, that limitation is identified before implementation.
Can you fix the pipeline without rebuilding everything?
Yes. The goal is to repair the minimum structure that makes ownership, next actions, automation, and reporting reliable. A full rebuild is not the default.
Next step
Bring the problem. Leave with a clear scope.
Tell Justin what is breaking. You will get a fixed scope and a straight recommendation, whether or not you hire JITAI to implement it.