The problem this solves
Ungoverned CRM data rots on a schedule: duplicates multiply with every import and form submission, required fields get bypassed, records owned by ex-employees pile up, and nobody can say whether a GDPR deletion request was honored everywhere. Reports built on that data get quietly distrusted, and every campaign starts with an ad hoc cleanup that fixes symptoms for about a week.
How we work
We define ownership and standards first: who owns which objects and properties, what clean means per field in terms of format and completeness, and which data is required at which lifecycle stage rather than demanded everywhere and filled nowhere.
Then we design the enforcement, preferring mechanisms over memos: permission sets and team structures, a deduplication strategy with matching rules and merge policy, property validation, import rules, and workflow-based quality checks. A rule the portal enforces automatically outlives any policy document.
The compliance layer covers GDPR-relevant flows: consent capture, deletion and export handling, retention rules, and audit expectations. The whole design is scaled to your size; governance for a fifty-person company is a working ruleset, not a committee.
Deliverables
- Data ownership matrix
- Data quality standards per object and key property
- Permission and team structure design
- Deduplication strategy and merge policy
- Import and validation rules
- Retention and GDPR compliance flow design
What buyers ask before scoping.
Is the output a policy document or something enforced in HubSpot?
Both, weighted heavily toward enforcement: property validation, required fields by stage, permission sets, and workflow-based checks. The document describes the rules; the portal enforces every rule that can be automated. Policies that rely on humans remembering them are the ones that decay first.
Our data is already a mess. Cleanup first or governance first?
Governance design first, then cleanup once, against rules that keep it clean. The reverse order means cleaning twice: once now, and again after the ungoverned processes re-pollute the database. The design also scopes the cleanup to the fields and objects that actually matter.
Does this cover our GDPR obligations?
It covers the system side: consent, deletion, export, and retention flows designed so your CRM can actually comply, with audit trails where they matter. Legal interpretation stays with your counsel; our job is making sure the system can do what your lawyers say it must.
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