For B2B teams on HubSpot
Make your HubSpot numbers true again
Duplicate records, a pipeline nobody believes, deals living in spreadsheets, and marketing email that fails authentication. HubSpot’s AI agents now run on your live CRM data, so wrong data costs more than it used to.
What the diagnostic covers
You create a read only key in your portal, which you can revoke at any time. I never need your login or any edit rights for this part.
Duplicate census
Every contact and company checked with matching rules you choose, such as email, domain, LinkedIn URL and name, not only the pairs HubSpot suggests.
Pipeline truth
Stage probabilities, stuck and orphaned deals, missing amounts and close dates, and the reports that quietly depend on them.
Data model and properties
Unused and duplicated properties, missing links between contacts, companies and deals, and records nobody owns.
Email authentication
Whether your marketing email is signed with your own domain, checked against the DKIM records HubSpot asks you to publish, plus your SPF and DMARC.
You receive an evidence pack where every number recomputes from your own export, a fix plan ranked by what each part earns you with a fixed price beside it, and a full backup of your portal data taken before anything changes.
Prices
| Work | Price | Terms |
|---|---|---|
| Portal diagnostic with evidence pack and backup | $1,400 fixed | 5 business days, credited in full if the fix starts within 30 days |
| Cleanup and rebuild | Fixed price from the diagnostic | Agreed in writing before work starts |
| RevOps care | from $1,500 a month | Cancel any month |
The diagnostic is paid in advance. Fixes are paid half to start and half when you accept the evidence.
Proof
Active Directory to HubSpot single sign on: a working design that carries an already signed in Windows user into HubSpot private content, with nothing installed at the customer site.
pg-importer: my import engine that stages every file, updates only the rows that really changed, and never loads the same file twice. The same discipline runs every merge I do in a CRM.