Challenge
We Have a CRM But Nobody Trusts the Data
A CRM is only as good as what's inside it. I'll clean the data, design pipeline stages both teams trust, and automate workflows — in whatever platform you use.
“We have HubSpot but it's a mess — no one trusts the data.”r/hubspot, r/sales
Sound familiar?
- Duplicate contacts, missing fields, and stale deals — reps work in spreadsheets instead
- Lifecycle stages don't match how your team actually sells
- Workflows break silently — leads fall through cracks nobody notices
- You paid for setup once; nobody maintains or improves the CRM
What we do
Full CRM audit: data quality, pipeline gaps, broken workflows, and integration issues across forms, email, and ads.
Cleanup and rebuild: dedupe, property governance, lifecycle redesign, lead scoring, and task routing — documented and tested.
Ongoing RevOps: monitor workflows, fix breaks, add triggers, and keep CRM data clean as your team scales.
From audit to live systems
Growth Audit
Map your stack, data flows, and the single highest-leverage fix. KPIs defined before any build starts.
90-day build
Ship production systems — content, outbound, CRM, paid — integrated into tools you already use.
Optimize & run
Iterate on what moves pipeline. Monthly reporting tied to revenue and hours saved — not activity.
What changes in 90 days
- Clean, deduplicated CRM with governance rules that stick
- Lifecycle stages marketing and sales both use daily
- Automated lead routing, scoring, and nurture — monitored, not fire-and-forget
- Documented CRM architecture your team can maintain
Client proof · B2B SaaS
organic visits per month via AI SEO content production
0→2K inbound leads per month
Cleverence
B2B SaaS · Warehouse & retail automation
Full-cycle demand gen for a B2B SaaS in warehouse automation — AI SEO content farm, paid media, HubSpot CRM, and outbound wired into one pipeline system.
“We built a great product but literally zero inbound. All our deals came from the founder network — it wasn't scaling.”
Proof in numbers
CRM platforms supported
full rebuild timeline
leads lost to broken workflows
flat fee start
How we solve this
CRM Setup
See how we deliver this capability end to end.
Learn more →Analytics
See how we deliver this capability end to end.
Learn more →Leads don't convert
MQLs pile up while sales ignores them — no shared definition of qualified.
Learn more →Can't prove ROI
Marketing spend is a line item — nobody can tie it to revenue.
Learn more →Reporting takes forever
Manual exports, broken formulas — days lost to spreadsheets every week.
Learn more →Stop Running Marketing in Spreadsheets
Make, HubSpot, and analytics dashboards — built, maintained, and owned by you. No black-box workflows.
Learn more →Common questions
Ready to fix this — for real?
Book a free Growth Audit. No sales deck — a 30-minute conversation about your pipeline, stack, and what to ship first.