Data assessment
Fill rates, duplicates, orphan records, inconsistent formats and the imports or workflows that caused them.
Data Governance
Reports you can defend, because the data underneath them is clean.
We fix the records, then install the standards and automation that stop the mess from coming back. Every change is logged, verified live and reversible.
Who this is for
You will recognise yourself in at least one of these
- Thousands of companies without names, websites or countries.
- Contacts not attached to their company, so roll-ups lie.
- Duplicate records from years of imports and integrations.
- Compliance needs, such as GDPR subscription types, that were never set up.
What we do
The work, step by step
Cleanup at scale
Names, domains, countries, lifecycle values and associations repaired in bulk through the API, with backups and reversible manifests.
Enrichment strategy
Use the data you already own first. Test enrichment vendors before paying for them. We have rejected more than we have recommended.
Property and naming standards
Property groups, naming conventions, required fields and picklists your team will actually follow.
Hygiene automation
Formatting rules, duplicate alerts, association workflows and monitoring reports so the standard holds.
Compliance setup
Subscription types, consent capture and retention rules aligned with GDPR.
What you get
Deliverables you keep
Engagement shape: Two to six weeks depending on record volume. Fixed fee per phase, or part of a retainer.
- Data quality assessment with before and after counts
- Cleaned records, verified live after every write
- Review sheets for records we deliberately did not touch
- Property standards document
- Hygiene workflows and monitoring dashboard
Related case study
What this looked like for a real client
Industrial IoT manufacturer7 merged companies75k contacts
Cleaning a CRM built from seven acquisitions
2,500+companies named from owned data
Read the full storyClose
Industrial IoT manufacturer7 merged companies75k contacts
Cleaning a CRM built from seven acquisitions
Situation
Forecasting ran in a BI tool fed by NetSuite and HubSpot, but HubSpot company records were too dirty to roll up: nameless companies, full country names in a two-letter code field on 13,344 contacts, contacts unattached to their company.
What we did
- Recovered company names from evidence the client already owned (contact records, domains, NetSuite exports) before spending a cent on enrichment, which we tested and rejected.
- Standardised country data on 649 company records and repaired 13,344 contact country codes, every change logged to a reversible manifest.
- Associated 606 orphan contacts to the company that owns their email domain and sourced 719 missing websites, each rated for confidence.
Result
Company-level reporting and deal roll-ups work again. Every write was verified live after the fact, and the client received review sheets for the records we deliberately did not touch.
FAQ
Questions we get about this service
Will you delete records?
Not without explicit approval. Our default is to flag candidates for deletion in a review sheet and let you decide. Merges are irreversible, so they get the same treatment.
How do you avoid breaking integrations while cleaning?
We map which systems write which properties before touching anything, re-read every record immediately before writing, and skip records that changed in the meantime.
Request your HubSpot audit
Tell us about your portal and what you need to trust again. Daniel replies personally within one business day with scope, timeline and price.
- Read-only, nothing changes during the audit
- Two to three weeks from access to readout
- Fee credited against the implementation
Request your audit
Tell us a little about your portal. We reply within one business day.