Who it's for
Relying on HubSpot for pipeline visibility, forecasting, or executive reporting — but not fully confident in what you’re looking at
No major red flags, but something feels off and you can’t pinpoint it
Not ready to commit to a full assessment without knowing whether the risk is real
What’s included
5
Deliverables
Data object review
High-level review of contacts, companies, and deals — structure, consistency, and obvious gaps.
Lifecycle & pipeline spot-check
Spot-check of lifecycle stage logic and pipeline consistency. Do the stages reflect reality?
Workflow review
A small set of critical workflows reviewed for logic, triggers, and downstream risk.
Point-of-entry risk identification
Obvious data quality risks flagged at the source — forms, imports, integrations.
Report confidence check
2-3 core reports leadership relies on, evaluated for whether they can actually be trusted.
What you walk away with
A yes/no answer on whether your CRM data is trustworthy enough to run your business on. In a week or less.