You will get HubSpot CRM Audit, Cleanup & Pipeline Rebuild
Project details
Is your HubSpot full of duplicate contacts, broken workflows, and a pipeline nobody actually uses?
I'll audit your entire CRM, clean the data, rebuild your sales pipeline with proper stages, and set up the automations your team needs to stop chasing leads manually — all in 7 days.
What you get:
✅️Full written CRM Audit Report (every issue found, prioritised by impact)
✅️Contact cleanup — duplicates removed, lifecycle stages assigned
✅️5-stage pipeline rebuild with entry/exit criteria per stage
✅️2 automation workflows built (new lead welcome + 48-hr follow-up)
✅️HubSpot SOP document so your team runs it independently
✅️30-minute recorded handover call
I'm HubSpot Service Hub Certified. Every audit is done manually, every pipeline is custom-built for your sales process.
Let's clean up your CRM and build a system that works.
I'll audit your entire CRM, clean the data, rebuild your sales pipeline with proper stages, and set up the automations your team needs to stop chasing leads manually — all in 7 days.
What you get:
✅️Full written CRM Audit Report (every issue found, prioritised by impact)
✅️Contact cleanup — duplicates removed, lifecycle stages assigned
✅️5-stage pipeline rebuild with entry/exit criteria per stage
✅️2 automation workflows built (new lead welcome + 48-hr follow-up)
✅️HubSpot SOP document so your team runs it independently
✅️30-minute recorded handover call
I'm HubSpot Service Hub Certified. Every audit is done manually, every pipeline is custom-built for your sales process.
Let's clean up your CRM and build a system that works.
Data Entry Type
Copy Paste, Data Cleansing, Error DetectionData Entry Tool
CRM Software, Google DocsWhat's included $297
These options are included with the project scope.
$297
- Delivery Time 7 days
- Number of Revisions 1
- Number of Hours of Work 168
- Formatting & Clean Up
About Janet
HubSpot & Sales Operations Specialist | Pipeline Automation | B2B
Alimosho, Nigeria - 7:50 pm local time
With HubSpot CRM, I build and manage pipelines, automate workflows and ensure no lead slips through the cracks.
If you need better lead conversion, pipeline visibility, and consistent meeting booking, I can help.
I’m Janet, a CRM & Sales Operations Specialist helping B2B startups and growing teams build scalable sales systems, lead generation workflows, and high-converting pipelines.
🔹 500+ contacts cleaned & deduplicated for accurate CRM reporting
🔹 50+ automation workflows built to improve follow-ups & reduce manual work
🔹 20+ lifecycle stages structured for better lead tracking & conversion
🔹 10+ sales pipelines tailored across SaaS, B2B & service businesses
Proven Results:
✔ Increased onboarding conversion by 60% with a 4-email automation (B2B SaaS)
✔ Recovered lost revenue using automated cancel-save workflows
✔ Boosted customer lifetime value by 70% with retention & VIP segmentation systems
Most of the founders I work with come to me with the same three problems:
– Their CRM has contacts from two years ago that nobody has touched.
– Their follow-up sequences exist in theory but not in practice.
– And their pipeline has stages that sound right but do not reflect how deals actually move.
I have fixed all three of those things (sometimes in the same week) for B2B SaaS teams, growing agencies, and solo operators who needed their operations to catch up with their ambition.
🍾Core Expertise:
–Lead Generation & Qualification (MQL → SQL)
–Sales Pipeline Management & Optimization
–CRM Setup, Cleanup & Migration
–Workflow Automation & Email Sequences
–Lead Segmentation & Lifecycle Management
–Revenue Reporting & Dashboard Setup
🪄 Tools:
CRM: HubSpot (Service Hub Certified) · Zoho CRM
Support: Freshsales · Intercom · Zendesk
Outbound: Apollo · Lemlist · Instantly
Project Management: ClickUp · Asana · Monday · Trello
Automation: Zapier · Make
Communication: Slack · Microsoft Teams · Google Workspace
Calendar & Scheduling: Calendly · Google Calendar · Outlook
Clear communication, clean delivery, zero ghosting. I treat every project like it's my business on the line, because your results are what builds mine.
Let's build your Sales engine. Send me a message and let's talk about what you need. I respond within 2hrs
Steps for completing your project
After purchasing the project, send requirements so Janet can start the project.
Delivery time starts when Janet receives requirements from you.
Janet works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Access Confirmed
I review your completed requirements form, confirm Super Admin access to HubSpot, and send you a project kickoff message with the full delivery schedule and a summary of my audit approach.
Full CRM Audit
I conduct a complete audit of your HubSpot account — contacts, pipelines, deals, automations, sequences, integrations, and user permissions. I document every issue found, categorised by priority (Critical / Important / Minor).