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DIAGNOSTIC MODULE About 2 weeks

CRM Objects & Properties Diagnostic

Reviews object structure, property usage, data types and duplication across the core CRM. The outcome is a clean, scalable data model to build future work on.

Read-only review

CRM Objects & Properties Diagnostic

AU$1,120
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About 2 weeks
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What this diagnostic actually does

Included

  • Client has a written assessment of their object structure, property usage, data types and duplication.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Configuration or fixes to objects and properties
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • HubSpot access for King Henry with permission to view settings and export properties (we only view and export, nothing is changed), needed before the Property Export
  • A named contact for the kickoff call and the findings presentation, needed before Kickoff and Object Scope
  • Any areas of the CRM you already know are messy or risky, needed before Kickoff and Object Scope

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

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

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