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DELIVERY MODULE 1 to 2 weeks

Data Structure & Properties Audit

Audit the full property structure across contacts, companies, and deals to establish a clean, organised foundation for all CRM data.

Delivery module

AU$800

1 to 2 weeks

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What this module actually does

Included

Client has a clear, documented picture of every property in their CRM and whether it is active, redundant, or unused.
Irrelevant and unused properties are archived, leaving a clean property structure.
Property groups are logically organised so the team can find and use the right fields without confusion.
Naming conventions are documented for all future property creation, preventing the mess from returning.

Not included

Custom property creation (scoped as part of pipeline or automation modules)
Custom objects
Data migration, import, or record-level cleanup
Workflow or automation changes
Pipeline-specific property creation
Property deletion (archival only)
Training delivery
Ongoing property maintenance

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 Property Inventory Export
Which CRM objects your team actively uses, needed before Property Inventory Export
A short explanation of your business terms and processes, needed before Property Usage and Relevance Analysis
For existing portals, any properties that must be kept whatever their usage (for example ones used by an integration), needed before Property Usage and Relevance Analysis
Written approval of the recommended property structure, needed before Property Archival and Cleanup

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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