You're not alone. Most businesses only use 30–40% of HubSpot's capabilities, leaving data scattered, automations half working, and reports that don't tell the real story.
In a single engagement, we'll audit your setup, uncover what's slowing you down, and deliver a clean up service to fix it, so your team can finally use HubSpot the way it was meant to work. We use Claude Code inside HubSpot to clean every messy contact name, record, and dataset with a single command, then refine and complete our workflows with AI-agents for precision and efficiency.


Data structure, segmentation, and duplicate review
Bounce removal, Duplicate merging and property formatting
Email deliverability and list health check

Review and optimize your data structure, segmentation, and duplicates.
Continuous optimization of your automations with data merging to eliminate errors and keep your CRM running smoothly.
One time clean out of bounced contacts across your database to boost email performance.

Clean up unused assets (landing pages, reports, emails, segments, workflows) and organize unfiled workflows and forms into folders.
Workflow organization, bad data cleansing process
Property clean up workbook for all objects in the system

Clear, prioritized roadmap with quick wins and long-term fixes
Recommendations for automation, reporting, and sales enablement
Plan for ongoing merging and removal of duplicates and bad data from HubSpot

Live walkthrough with a certified HubSpot expert
Discuss findings, answer questions, and set your next steps
Clear, prioritized roadmap with quick wins and long-term fixes


"Daniel and his team helped us uncover over 40 workflow errors and streamlined our lead management in under a week — our MQL-to-SQL conversion jumped by 27%."


"We got our health check and was impressed by the expert advice on how to get more out of the system. With this guidance we have been put in the right direction for revenue growth"


"Our dashboards finally make sense. We saved 10+ hours a week in manual reporting after the Clean Up Service."


"Our lifecycle nurture programs were incomplete. After our Health check they setup our Lifecycle nurture programs to automate our sales funnels and marketing. Expert help!"



16+ years experience


Disclaimer: Any performance metrics, percentages, or outcomes displayed on this website represent selected client results achieved in specific circumstances and are provided for illustrative purposes only. These results are not typical, are not average, and should not be relied upon as a representation of expected or guaranteed performance. Individual results will vary materially based on numerous factors, including but not limited to industry, business model, starting conditions, strategy execution, budget, internal resources, data quality, and market conditions.
Sales & Marketing Automation LLC does not guarantee any specific results, performance levels, revenue increases, or financial outcomes. All claims are supported by internal analysis, client-reported data, or publicly available information believed to be reliable at the time presented; however, results may change over time and outcomes cannot be predicted with certainty.





(or included with retainer)

16+ years experience