You will get a CRM Cleanup & Optimization


Project details
A messy CRM kills revenue.
I specialize in cleaning up and optimizing Salesforce and HubSpot environments so your team can work faster, smarter, and without friction.
Whether you’re dealing with bad data, broken automation, inconsistent fields, poor lead routing, or confusing pipeline stages — I’ll fix it.
This gig includes:
Automation cleanup (Flows, Workflows, HubSpot Automations)
Improving pipeline stages & field consistency
Fixing routing logic and assignment issues
Rebuilding lifecycle & lead stages
Removing duplicates and improving data hygiene
Streamlining your GTM processes
I’ll fully optimize your CRM so your team gets clarity, speed, and accurate reporting.
I specialize in cleaning up and optimizing Salesforce and HubSpot environments so your team can work faster, smarter, and without friction.
Whether you’re dealing with bad data, broken automation, inconsistent fields, poor lead routing, or confusing pipeline stages — I’ll fix it.
This gig includes:
Automation cleanup (Flows, Workflows, HubSpot Automations)
Improving pipeline stages & field consistency
Fixing routing logic and assignment issues
Rebuilding lifecycle & lead stages
Removing duplicates and improving data hygiene
Streamlining your GTM processes
I’ll fully optimize your CRM so your team gets clarity, speed, and accurate reporting.
What's included
| Service Tiers |
Starter
$250
|
Standard
$500
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 1 | 1 |
About Ryan
RevOps Consultant | CRM Optimization | GTM Systems & Automation Pro
Reston, United States - 9:14 am local time
I help businesses untangle complex CRM systems, refine their revenue processes, and establish scalable workflows that drive predictable growth.
With years of RevOps experience across SaaS and service businesses, I specialize in:
● Pipeline design & automation
● Salesforce + HubSpot & additional tech stack cleanup and optimization
● Lead routing & lifecycle stages
● Reporting dashboards for sales, marketing, and CS
● GTM process audits + implementation
My approach is simple:
clarity → efficiency → automation → revenue.
Whether you need a one-time cleanup, an audit, or an ongoing fractional RevOps partner, I’ll help you build systems that actually work for your team, not against them.
Let’s clean up your CRM and unlock the revenue you’ve been leaving on the table!
Steps for completing your project
After purchasing the project, send requirements so Ryan can start the project.
Delivery time starts when Ryan receives requirements from you.
Ryan works on your project following the steps below.
Revisions may occur after the delivery date.
Post-delivery Sync
Sync on post-deliverables and confirm next steps.