HubSpot Data Model Audit
A review of whether the objects, associations and pipelines in your CRM fit how your company works today.
- phaseDiagnostics
- engagementProject
The problem this solves
The CRM was set up when the company was smaller. Today contracts sit in one pipeline and projects in another with nothing linking them, and subsidiaries aren’t associated with the parent company. Leadership questions get answered from a spreadsheet kept next to the CRM.
How I work
I start with your company. We work out what you sell, how a contract comes together, who counts as a customer and which questions your reports need to answer. Then I compare that with what is in HubSpot: objects and how they are used, associations, pipelines and lifecycle stages.
I list the places where the model doesn’t fit the business: concepts the CRM doesn’t know, objects nobody uses anymore and missing associations that block reports. I flag custom objects where a property would do, and properties where you need an object. You get a target model: what to rebuild, what to keep, in what order and with what risk to your data.
What you get
- Your business in CRM terms: customers, contracts, projects and how they connect
- A description of the current model: objects, associations and pipelines
- Places where the model doesn’t fit the business
- Leadership questions the model can’t answer today
- A target model with the order of changes and the risk of each
What usually goes with this service 2
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An inventory of your workflows, properties, permissions and settings, showing what works and what gets in the way.
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CRM Data Quality Audit
You learn how many duplicates and empty fields your database has, and why the mess returns after every cleanup.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.