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DELIVERY MODULE About 2 weeks

Data Cleanup & Stabilisation

Audit and clean up the existing HubSpot portal to remove data debt, fix broken automation, and establish a stable foundation for future work.

Delivery module

AU$1,120

About 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a clean, rationalised set of CRM properties with no duplicates or unused fields cluttering the portal.
All active workflows are functional, non-redundant, and documented.
Data formats are consistent across contacts and companies, reducing errors in reports and automation.
Duplicate contacts and companies are merged, giving the team a single reliable view of each record.

Not included

Rewriting historic data that has already been processed by workflows or included in reports
Building new workflows or automation logic
Creating new custom properties beyond what is needed to consolidate duplicates
Data migration from external systems
Deduplication of deals, tickets, or custom objects
Ongoing data maintenance or monitoring
Integration testing with third-party tools
Copywriting or content updates
Custom object creation or restructuring
Training on HubSpot data management

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Portal Data Audit and Cleanup Plan
A list of the data problems you already know about, needed before Portal Data Audit and Cleanup Plan
Which properties your sales and marketing teams actively use, needed before Property Rationalisation
Written approval of the cleanup plan, needed before Property Rationalisation
Your preferred formats for key fields (for example phone numbers and states), needed before Data Format Normalisation
A Professional or Enterprise subscription for the duplicates tool, needed before Contact Deduplication
Your decision on any duplicate pairs we cannot safely match, needed before Contact Deduplication

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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