Productized install

Clean the CRM so automation has clean data

A scoped cleanup pass — duplicates, dead stages, missing owners — so follow-ups and installs don’t fire on junk.

Fixed scope

£597

The problem

Automations amplify mess. Duplicate contacts and stale stages mean wrong texts and wasted time.

Who it's for

  • Teams on HubSpot, Pipedrive, or similar with years of clutter
  • Operators about to buy a lead or booking install
  • Owners who want a fixed cleanup, not an open discovery project

What we install

  • Audit of duplicate / stale / unowned records in scope
  • Merge or archive rules you approve
  • Stage and owner hygiene for one pipeline
  • Short handoff note so future automations stay clean

Timeline: Typically 7–12 business days after CRM access is granted.

Done means: Agreed rules applied; sample before/after shows duplicates/stages cleaned for the in-scope pipeline.

In scope

  • One CRM / pipeline
  • Agreed rules for merge, archive, and ownership
  • One cleanup pass (not ongoing data entry)
  • Before/after sample you can inspect

Out of scope

  • Full data migration between CRMs
  • Building a new CRM from scratch
  • Ongoing monthly data ops (care)
  • Multi-brand / multi-entity cleanup programmes

FAQ

Will you delete data without asking?
No. Archive/merge rules are approved by you before we run them. Destructive actions stay in your control.
Is this required before other SKUs?
Not always — but if your CRM is messy, cleanup first prevents bad automations. An audit can also flag this.
Do I need a sales call?
Not for the standard scope. Checkout; we confirm rules in intake.

£597 · fixed scope · Terms