Signs your setup needs work
- Reps track deals in spreadsheets instead of HubSpot.
- Pipeline and forecast numbers do not match reality.
- Deals sit in the same stage for months because stage criteria are unclear.
- Workflows send the wrong notifications, or nobody knows what they do.
- The same company or contact exists several times, with different data in each record.
- The team was never trained, so everyone uses HubSpot differently.
Fix it or start over?
Fix it, in most cases. Most portals have parts that work. We keep what works, fix what is broken and remove what nobody uses.
A rebuild makes sense only when the structure does not match how you sell at all, for example when the portal was set up for a business model you no longer have. Even then, we rebuild inside the same portal, so you keep your records and their history.
How we fix it
- Audit. We review the CRM structure, data quality, automations, integrations and reporting. You get a list of every issue we find.
- Prioritize. We rank the issues by impact. Fixes that unlock value fast, such as clear pipeline stages, go first.
- Fix. We work through the list in sprints. Each sprint has clear deliverables your team can check.
- Document. We document every change, so your team can maintain the new setup.
Will it disrupt the team?
Many fixes happen in the background: merging duplicates, cleaning up properties, correcting workflow logic. Your team does not notice them. Changes they see every day, such as new pipeline stages or views, come with notice and short training.
What it costs
An audit starts from €1,000. Fixing a portal used by 10 to 50 people usually starts from €12,000. The audit shows what needs fixing, and the final price follows from it.
Example
A UK car finance broker handles about 25 finance applications a day in HubSpot. Its pipeline had grown too complicated. Leads sat in the New stage and got missed, and old dealer properties cluttered every record. We cut the pipeline to Quoted, Applications, Documents Sent, Documents Received and Payout Pending, then Won or Lost. A full application email now moves the deal forward on its own, and inactive leads and stale deals close automatically.
Next step
Start with a HubSpot Audit. Read more on Fixing Your HubSpot, or book a call.
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