We review your data, properties, workflows, pipelines and reports, then send a written scorecard with the fixes ranked by impact. It is free and yours to keep.
Everything is built in a sandbox first, tested, then moved into your live portal.
Duplicates, empty fields, stale records and owner gaps.
Workflows that conflict, loop or have no owner.
Stages, exit criteria and where records get stuck.
Reports and dashboards checked against the raw data.
Forty checks across six areas. You get a score for each area and a fix list in order of impact.
| Area | Examples of checks |
|---|---|
| Data quality | Duplicates, missing owners, invalid emails, empty required fields |
| Properties | Unused custom properties, wrong field types, missing descriptions |
| Pipelines | Stages without exit criteria, deals stuck for 90 days, missing amounts |
| Automation | Workflows with no owner, conflicting enrolments, failing actions |
| Marketing | Email authentication, list hygiene, form to property mapping |
| Reporting | Reports with broken filters, dashboards nobody opens |
What we found. The form workflow sets lifecycle stage but does not assign an owner. Leads wait until someone checks the view.
Fix. Add rotate-to-owner by region to the form workflow, with a fallback owner.
Effort. Half a day.
The scorecard explains each fix in enough detail for your team to do it.
A free implementation plan for the top fixes, with effort and order.
A fixed-scope project quoted from the plan.
You grant read-only access to the portal.
We run the checks and note what we find.
Findings written up with severity and fix order.
A call to go through the findings and answer questions.
Not sure? The free audit tells you which service to start with.
The company wanted to raise sales by running its process in a CRM, but the team was new to HubSpot.
Short answers to what most clients ask before they start.
Ask us on a 30-minute call, or write to info@revopsnexus.com. We reply within one working day.
Yes. You keep the scorecard and the plan whether or not you work with us.
Read-only access is enough. We sign an NDA before we start.
Then the scorecard says so, and you have a baseline to check against in six months.
Read-only access, a written scorecard in ten working days and a fix list you keep either way.