You will get HubSpot CRM data cleanup + governance rules + automation setup
Rising Talent
Project details
If your HubSpot data is messy, your reports are unreliable, and your team doesn’t follow consistent rules, this project fixes the foundation.
I’ll clean and standardize your CRM records (Contacts/Companies/Deals as needed), reduce duplicates, and normalize key fields so the dataset is usable for reporting and automation. Then I’ll set simple governance rules (naming conventions, required fields, and “how we do it here” standards) so your data stays clean after the cleanup.
What you’ll receive:
• A clear data health summary (what’s wrong + priorities)
• Cleaned, standardized records (import-ready CSV/Sheets as needed)
• Governance rules (field standards + stage/required-field expectations)
• A short SOP + weekly hygiene checklist so the system doesn’t decay again
Best fit if you’re seeing: duplicate contacts, inconsistent lifecycle/stage values, missing owners, messy properties, or reporting that doesn’t match reality.
I’ll clean and standardize your CRM records (Contacts/Companies/Deals as needed), reduce duplicates, and normalize key fields so the dataset is usable for reporting and automation. Then I’ll set simple governance rules (naming conventions, required fields, and “how we do it here” standards) so your data stays clean after the cleanup.
What you’ll receive:
• A clear data health summary (what’s wrong + priorities)
• Cleaned, standardized records (import-ready CSV/Sheets as needed)
• Governance rules (field standards + stage/required-field expectations)
• A short SOP + weekly hygiene checklist so the system doesn’t decay again
Best fit if you’re seeing: duplicate contacts, inconsistent lifecycle/stage values, missing owners, messy properties, or reporting that doesn’t match reality.
Data Entry Type
Data Cleansing, Error Detection, Online ResearchData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$195
|
Standard
$390
|
Advanced
$650
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 2 |
Number of Hours of Work | 3 | 6 | 10 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$50
Additional Hour of Work
+$75
Graph & Table Creation
(+ 2 Days)
+$95
Formatting & Clean Up
(+ 3 Days)
+$130Frequently asked questions
About Dante
RevOps & CRM Specialist | HubSpot Zoho | PMS Migration & Training
West Orange, United States - 2:46 am local time
I'm a RevOps and systems consultant with deep hands-on experience across CRM implementation, revenue operations, and hospitality tech. I don't just advise — I get into your systems and fix them.
What I work on:
▸ CRM cleanup, restructuring & automation — HubSpot, Zoho CRM, Salesforce
▸ RevOps buildouts — pipeline design, lifecycle stages, lead routing, reporting
▸ System migrations — moving platforms without losing data, momentum, or your team's trust
▸ Hospitality tech — PMS migrations, property system implementation, staff training
▸ SOP documentation & process design — turning tribal knowledge into repeatable systems
Where I've done this at scale:
At PUBLIC Hotel (NYC), I led a full OPERA to StayNTouch PMS migration end-to-end — training 50+ staff across teams in the US, Europe, and Asia, and clearing a $200K+ operational backlog in the process. I also built their SynXis voice agent from scratch and improved call answer rates from 20% to 90%.
Before that, I spent 7 years as a top-performing Sales Manager at Allstate, where I built and maintained CRM-driven sales pipelines and led a team of two.
I'm platform-agnostic. I'll tell you what's right for your situation — not what I'm most comfortable selling. If you're on HubSpot, Zoho, Salesforce, StayNTouch, OPERA, or somewhere in between, I've been deep in those systems.
HubSpot certified in Revenue Operations, Inbound Marketing, Sales Enablement, Inbound Sales, and Digital Marketing.
Available for project-based work and ongoing retainers. Fast response, clear communication, no surprises.
Steps for completing your project
After purchasing the project, send requirements so Dante can start the project.
Delivery time starts when Dante receives requirements from you.
Dante works on your project following the steps below.
Revisions may occur after the delivery date.
Audit + plan
Review exports + current structure, identify duplicates/inconsistencies, confirm priority fields and target stages, and create a cleanup plan with quick wins and risk notes.
Cleanup + standardize
Clean records, merge/flag duplicates, normalize key fields and formats, and ensure core properties are consistent and reportable. Provide an import-ready file if needed.