Fourteen days to a HubSpot you can actually forecast on.
We take the portal your team stopped believing in, reconnect the pipeline hiding inside it, and hand it back clean, so you can walk into the next board meeting with one number the whole room trusts. One project, two weeks, no retainer.
We look at your account first and show you the dormant revenue before you commit.
You already know the moment.
Someone asks why the forecast didn't match what actually closed, and you're the one who has to answer for a number you didn't fully believe when you put it on the screen. Or a rep pulls a list, it's half duplicates, and you catch yourself apologizing for your own CRM in front of the room.
It isn't your team. They're good at their jobs. They're just working around a system that stopped telling the truth a few years and a few admins ago, so they built their own spreadsheets, and now the real pipeline lives in twelve places and none of them agree.
Two weeks later, the number on the screen is the number you'd stake your name on. Reps work in the portal because it finally makes their day easier instead of harder. And the pipeline you'd written off turns out to have real, contactable revenue sitting in it the whole time.
Run the numbers before you hire anyone.
The pipeline that's already yours. Across cleanups we usually surface $200K to $500K in pipeline that was sitting in the portal the whole time, just disconnected, unowned, or buried under duplicates. For one licensing client it was $1.73M.
The time you're already paying for. Clean data gives a rep back around 15 hours a month. Ten reps, and that's 150 hours a month you're currently paying salaries for and burning on copy-paste and second-guessing.
The cost of leaving it alone. Ten reps burning 15 hours a month is 150 hours of salary, every month, spent working around data nobody trusts. Meanwhile the dormant pipeline stays dormant. Against that, the cleanup is two weeks and starts at twelve thousand dollars. One reconnected deal usually covers it.
The number on the dashboard, and the number that's real.
Every bar shows what your dashboard reports (left) against what actually holds up once we get inside the portal (right).
Pipeline you can forecast on
A big share of what's in your pipeline is stale, unowned, or entered twice. The forecast gets built on it anyway, and then defended in a board meeting.
Contacts you can actually reach
Bounced, duplicated, or missing an owner. The usable list is a lot smaller than the number in the corner of the dashboard.
Records tied to a real owner
Deactivated users still 'own' deals. Thousands of records answer to nobody, so nothing gets worked and nobody notices.
Automations doing what you think
Workflows built by three different admins over five years. Half are quietly broken or fighting each other, and no one has looked in a while.
Integrations still earning their seat
Old apps still connected, still syncing, sometimes still billing. Nobody remembers turning half of them on, and a few are corrupting data on the way through.
Illustrative ranges from what we see across portals. Your real numbers come out of the audit in the first three days.
Cornerstone Licensing, one cleanup.
Cornerstone had migrated CRMs three times and landed on HubSpot with 19,000+ deals attached to nobody, thousands of duplicate companies, and a lead-response gap where marketing answered in 129 seconds and sales took 22.4 hours. We reconnected the orphaned records, deduped and validated the database, rebuilt lead routing to close that gap, stripped out seven dead integrations, and stood up the reporting their board had been asking for. All inside one fixed engagement.
Worth saying plainly: Cornerstone was the deep end, three CRM migrations of accumulated debt, and it ran the full 30 days. Most portals don't need that long. The audit in your first three days tells you exactly where yours sits.
If two or three of these are true, your portal is due.
- Three different systems give you three different pipeline numbers
- Reps have quietly gone back to spreadsheets and their inbox
- Leadership has stopped trusting what the CRM reports
- You inherited the portal and have 90 days to show it works
- You're pricing a Salesforce migration just to escape the mess
- Two portals collided after an acquisition and nothing reconciles
Want the longer version? Run through the 25 signs your CRM needs professional help →
Everything that's making the portal untrustworthy, in one pass.
Contacts, companies, and deals merged down, with a dedupe rule left running so it stays clean after we go.
Every automation audited, then fixed, merged, or shut off. No more workflows quietly working against each other.
Every connected app mapped. We repair the ones that matter and remove the dead weight still syncing in the background.
Stage definitions tightened, stale deals reviewed, and the pile of overlapping lists consolidated down to what you use.
We cut 30 to 50 percent of the redundant fields cluttering your data model so reps stop guessing which one to fill.
UTM tracking wired onto your forms and a lead-assignment flow that closes the gap between a lead arriving and a rep touching it.
The dashboards your board actually asks for, built on data that finally reconciles, so quarter-end stops being a scramble.
A written operating process and hands-on training, so the portal stays clean after we hand it back instead of drifting in a month.
Audit, execute, validate. No downtime.
We look and plan before we touch anything, do the work alongside your team's normal usage, then test and hand it back.
Audit
We map every property, workflow, list, pipeline, and integration, find the root cause of the mess, and hand you a written cleanup plan. Nothing gets touched until you sign off on it.
Execute
Dedupe, fix or kill broken automations, repair integrations, clean the pipeline and lists, and backfill history where it matters. All of it runs alongside your team's normal HubSpot use, with no downtime.
Validate & hand off
Every workflow, report, and integration tested end to end. Then we train your team and hand over the documentation so the portal stays clean.
A portal you own, documented and running.
- 1
A deduplicated, consolidated database
Contacts, companies, and deals merged and enriched, with automated dedupe left running. The record count on your screen finally means something.
- 2
Workflows that work, documented
Every automation audited, repaired, and written down, so the next admin inherits a map instead of a mystery.
- 3
A clean integration layer
The apps that matter repaired and stable, the dead ones removed. No more silent syncs corrupting data or padding your bill.
- 4
A pipeline you can forecast on
Stage definitions set, stale deals resolved, lists consolidated. One pipeline number, defensible to the board.
- 5
A board reporting suite
The dashboards leadership actually asks for, built on data that reconciles. Cornerstone walked away with 13 of them.
- 6
A documented operating process
How the portal is meant to run, in writing, plus training for the team, so it stays clean long after we leave.
When this is the right call, and when it isn't.
A fit if
- You've been on HubSpot for a year or more, so there's real data to clean
- You're past $2M in revenue and the CRM is load-bearing
- Leadership needs numbers it can defend, and can't right now
- You'd rather fix the portal you have than spend six figures replacing it
Not yet if
- Brand new to HubSpot, with nothing to clean up yet
- On HubSpot Free or Starter, below the tier the work needs
- Looking for an ongoing admin, not a fixed project with an end date
$12,000 to $20,000.
Priced by how much there is to clean. Smaller instances, with a couple of years of history and under 10K records, run $12,000. Most portals, with 10K to 100K records and a stack of integrations, land at $16,000. The deepest five-plus-year, multi-hub cleanups are $20,000. One project, one price, confirmed after a short look at your account.
And if the clean data makes you want the operating model rebuilt on top of it, that path starts with the Revenue Clarity Diagnostic.
Before you book.
Is it really 14 days?
Two weeks is the standard. A small, tidy portal can be done in about a week; a deep five-year mess with multiple portals can run closer to a month. We tell you which one you are after a short look at the account, before you commit to anything.
Will this disrupt my team while you work?
No. The cleanup runs alongside your team's normal HubSpot use. We work in a way that doesn't take the portal offline or interrupt reps mid-deal.
What do you need from us to start?
Temporary audit access to the portal, a rough sense of how long you've been on HubSpot and your revenue, and quick counts of records, properties, pipelines, and integrations. That's enough for us to scope it accurately.
Do we need to be on a paid HubSpot tier?
Yes. The architecture we work on needs Professional or Enterprise. If you're on Free or Starter, there isn't enough underneath to make the cleanup worth it yet.
What if the portal is worse than we think?
We look before we quote. The preliminary review is where we find out, and we show you what's actually in there, including the dormant pipeline, before you spend a dollar. If it's bigger than a cleanup, we'll say so.
Is there a retainer after?
No. This is one project with a start and an end. You get a clean portal, the documentation, and a trained team. If the clean data makes you want the operating model rebuilt on top of it, that path starts with our Revenue Clarity Diagnostic, and it's a separate conversation, not a condition.
Let's look at your portal.
Book a short review. We'll go into the account, show you what's actually in there, and tell you what two weeks would recover. No pitch until you've seen it.