The RevOps Cleanup Hack: reports you can finally trust.
Every demand dollar you spend reports through your CRM, and most portals are quietly lying: duplicates inflate counts, lifecycle stages drift, attribution breaks, and hot leads sit unrouted. This hack fixes it. Run our 20-point cleanup yourself with the free checklist, or have us run every check on your portal and hand you a source-of-truth dashboard.
Which path fixes your reporting?_
Four quick answers. We point you to the free checklist or the done-for-you cleanup instantly.
Two ways to run it_
Same 20 checks either way. The only question is whose calendar they land on.
The RevOps Cleanup Checklist
All 20 checks with pass/fail criteria, severity ratings, time budgets, and the exact run order. An afternoon of focused work if you know your portal. Yours free, no sales call.
Get the free checklist →We run every check on your portal
A senior operator audits all 20 checks, fixes what fails at the workflow level (not record by record), and hands you a before/after report plus a dashboard your board can trust. Fixed price, fixed scope.
See pricing →The five leaks hiding in your portal_
Almost every portal we open has at least three of these. Each one silently re-routes budget to the wrong channel.
Duplicate records
Inflated contact counts, split activity history, and two reps calling the same buyer. Dedupe is check one for a reason.
Lifecycle drift
MQL means something different in every report because nobody enforced the definition. Funnel conversion math becomes fiction.
Broken attribution
Missing UTMs and untracked forms pile revenue into Direct and Offline. Your best channel looks average, so it gets cut.
Routing black holes
Leads that match no assignment rule sit unowned for days. Speed-to-lead dies quietly, and nobody sees it happen.
Field rot
Hundreds of unused properties, three fields for the same thing, and free-text where a dropdown should be. Segmentation breaks first.
The compounding cost
Each leak feeds the others: bad fields break routing, bad routing breaks attribution. That is why we run all 20 checks in one pass.
Our approach_
Audit all 20 checks_
We run the full checklist against your live portal: data hygiene, lifecycle stages, attribution, routing, and fields. You get a severity-ranked findings report (critical, high, medium) before we touch anything.
Fix at the source_
We fix the system, not the symptoms: dedupe with merge rules, lifecycle definitions enforced by workflows, a UTM convention wired into every form, routing rules with a catch-all and SLA timestamps, and a property model with governance so it stays clean.
Prove it and keep it clean_
You get a before/after report, a source-of-truth dashboard, a walkthrough with your team, and guardrail notes so the next 90 days do not undo the work. Optional quarterly re-audits keep it that way.
Pricing_
Fixed price, fixed scope. No retainer required, no surprise hours.
Checklist_
For teams who want to run the cleanup themselves.
- All 20 checks with pass/fail criteria
- Severity ratings and time budgets
- The exact run order we use on client portals
- Score bands so you know where you stand
RevOps Cleanup_
We run all 20 checks on your portal and fix what fails.
- Severity-ranked audit report before any changes
- Dedupe, lifecycle enforcement, UTM convention, routing rules, property cleanup
- Fixes at the workflow level so they stick
- Before/after report + source-of-truth dashboard
- Team walkthrough + 90-day guardrail notes
Guardrail_
Optional add-on after a cleanup: we re-run the audit every quarter.
- Full 20-check re-audit each quarter
- Drift report with what changed and why
- Fixes for anything that slipped, included
- Cancel anytime
RevOps Cleanup, answered_
How much does the RevOps Cleanup cost?
Free if you run it yourself: the checklist has all 20 checks, criteria, and run order. Done-for-you is $3,500 one-time, fixed scope, where we audit, fix, and hand you a dashboard. An optional Guardrail re-audit is $750 per quarter after a cleanup.
What exactly gets cleaned up?
Twenty checks across five areas: data hygiene (duplicates, bounced emails, dead records), lifecycle stages (definitions plus workflow enforcement), attribution (UTMs, form tracking, source fields), routing (assignment rules, catch-alls, SLA timestamps), and fields (property cleanup and governance). Every fix is made at the system level so it holds.
How long does a done-for-you cleanup take?
Most portals take about two weeks end to end: audit and findings report in week one, fixes plus the before/after report and dashboard in week two. Your team keeps working the whole time, there is no downtime or freeze.
We already have a RevOps person. Is this still useful?
Yes, in either direction. The free checklist gives your operator a severity-ranked audit they can run this week. The done-for-you version is for when nobody has two clear weeks: we do the pass, they keep the dashboard and the governance doc.
Do you only work in HubSpot?
The checklist itself is tool-agnostic: the five leak areas exist in every CRM. Done-for-you cleanups currently run on HubSpot portals, where we are a partner and can fix routing, lifecycle, and attribution at the workflow level.
Tools that pair with a clean portal_
Deals from our marketplace that make the cleanup pay off faster.
Two weeks to reports you can defend.
Free scoping call: we look at your portal together, estimate severity, and you decide free or done-for-you. No pressure either way.
Book my scoping call →