HubSpot Account Clean-Up & Optimisation
Turn your existing HubSpot account into a simple, structured system that actually supports your sales and marketing.
Is Your HubSpot Account Feeling Messy?
You already have HubSpot. You know it is powerful.
But right now it feels cluttered, inconsistent, and slightly overwhelming.
Perhaps you are noticing:
- Duplicate and outdated contacts
- Pipelines that do not reflect how you actually sell
- Leads sitting untouched with no clear follow-up
- Automations that were half built and never finished
- Reports that do not tell you what you really need to know
When your CRM is disorganised, it quietly affects everything. Follow-up slips. Data becomes unreliable. Decisions feel uncertain. Growth feels heavier than it should.
This service is designed to bring structure, clarity and confidence back into your existing HubSpot account.
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From Chaos to Clarity
I work with small business owners who already have HubSpot but need it reset, refined and properly aligned with how their business really works.
This is not about adding more complexity.
It is about simplifying what you already have and making it purposeful.
By the end of the process, your HubSpot account will feel clear and usable. You will understand it.
You will trust it. And you will actually use it.
Who This Is For
This service is for small business owners who:
- Already have a HubSpot account
- Feel it has become disorganised or inconsistent
- Are unsure whether they are using it properly
- Have data duplication or messy properties
- Have built bits of automation but never finished
- Want clarity before scaling further
If you are starting to avoid logging in because it feels chaotic, this is likely for you.
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How I Can Help
The structure mirrors a full implementation process, but everything is focused on refining, correcting and strengthening your existing HubSpot account.
This is a done-for-you service. I take ownership of the clean-up, restructuring and optimisation, so you can focus on running your business while your CRM is quietly brought back into order.
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Audit & Account Review
We begin with a full review of your current HubSpot set-up.
This includes:
- Database health and data quality
- Existing properties and custom fields
- Pipeline structure and deal stages
- Current automations and workflows
- Lists, forms and email tools
- Reporting dashboards
You will receive a clear summary of what is working, what needs simplifying, and what needs restructuring.
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Database Clean-Up & Data Structure
A CRM is only as strong as its data.
We will:
- Remove duplicate and redundant contacts
- Standardise key properties
- Archive unused fields
- Create simple, consistent data rules
- Improve segmentation structure
The result is a clean, usable database that supports meaningful marketing and sales activity.
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Pipeline Realignment
Many HubSpot pipelines do not reflect how a business actually sells.
We will:
- Redesign your deal stages to match your real sales process
- Remove unnecessary complexity
- Clarify movement criteria between stages
- Ensure visibility on stalled or lost deals
Your pipeline will become a practical working tool rather than a decorative feature.
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Lead Management & Automation Reset
If automation exists but feels disjointed, we refine it.
If it is missing, we build what is genuinely needed.This may include:
- Simple lead capture flows
- Task creation for follow-up
- Basic nurturing sequences
- Lifecycle stage alignment
- Internal notifications
Nothing excessive. Only what supports consistent, reliable follow-up.
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Reporting & Dashboard Clarity
You should be able to log in and immediately see what matters.
We will create or refine:
- Sales activity dashboards
- Pipeline health views
- Lead source tracking
- Marketing performance snapshots
Clear reporting leads to calmer decision-making.
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Process Simplification & Guidance
A CRM should reduce mental load, not increase it.
You will receive:
- A simplified structure you understand
- Clear guidance on how to use your system
- Short training walk-throughs if needed
- A practical roadmap for ongoing maintenance
The goal is independence and confidence, not reliance.
The Benefits
When your HubSpot account is structured properly, everything feels lighter.
You gain:
- Organised systems and reliable data
- A sales pipeline that reflects reality
- Consistent lead follow-up
- Reduced admin and manual chasing
- Clear insight into performance
- One central place for compliant, organised information
- Automation that supports rather than confuses
- A steady, visible flow of opportunities
This is not about flashy features.
It is about steady, sustainable foundations.
Why Work With Me
I work with service-based business owners who want simple, structured foundations across sales, marketing and systems.
My approach is practical and thoughtful. I do not over-engineer. I simplify.
I understand that most small businesses do not need complicated CRM architecture. They need a system that matches their pace, capacity and priorities.
I will not just tidy your HubSpot account.
I will help you build a structure that supports long-term clarity and growth.
What Happens Next
We begin with a discovery call to understand:
- How you market your business
- What sales process you follow.
- Where you feel stuck
- What is currently frustrating you
- What you want HubSpot to support moving forward
From there, you will receive a clear proposal outlining scope, timeline and investment.
Take Back Control of Your HubSpot Account
A well-structured CRM changes how your business feels day to day.
It brings:
Clarity.
Confidence.
Consistency.
If you are ready to turn your existing HubSpot account into a system that works quietly in the background and supports steady growth, I would be pleased to help.
"What Our Clients Say About Working With Me"
"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."
Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.
Thanks to Jose for setting me up with HubSpot and compiling my email list.
Today’s the first day of using it after she set it up so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.
All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you
Jose has supported me with the implementation of a CRM system (HubSpot) to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!
"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy using HubSpot. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."
I highly recommend Jose and Jose Davies Marketing. We asked Jose to tackle challenges we faced with our HubSpot data and usability. She conducted a thorough data cleansing process, identifying and removing approximately 2000 contacts (including suppliers, non-marketing contacts, and inactive entries) which immediately enhanced the quality of our database.
Following the cleanse, Jose provided valuable, tailored HubSpot training to our team, boosting their confidence and skills. Critically, she also configured HubSpot to ensure all users had consistent property views, streamlining our internal processes.
The impact has been clear: our overall use of HubSpot has markedly improved, and the marketing team is now much better positioned to leverage clean data for effective list segmentation and targeted campaigns. Jose’s practical approach and HubSpot expertise delivered tangible benefits for our business.
Frequently asked questions
"Your Questions Answered: Everything You Need to Know About Our Done-for-You HubSpot Service"
Who is this service best suited for?
This service is designed for small, service-based businesses who already have a HubSpot account but know it is not working as well as it should.
It is particularly suited to business owners with small teams, often fewer than 20 people, who want to move away from spreadsheets, inconsistent processes or unreliable data and instead have one clear, organised system supporting their sales and marketing.
If you log into HubSpot and feel unsure what you are looking at, or whether you are using it properly, this service is likely a good fit.
How long does the clean-up and optimisation process take?
Most projects take between 2 and 4 weeks, depending on the size of your database and the level of restructuring required.
After our initial review, I will provide a clear scope of work and timeline so you know exactly what to expect and when.
Do I need any technical knowledge to get started?
No. This is a fully done-for-you service.
I handle the audit, clean-up, restructuring and optimisation inside your existing HubSpot account. You do not need to understand the technical details. My role is to simplify the system and make it usable, not add complexity.
You will, however, receive clear guidance at the end so you feel confident using your newly structured CRM.
What if my HubSpot account is very messy?
That is exactly why this service exists.
Many business owners have imported data multiple times, created properties they no longer use, or built parts of automation that were never completed. A messy account is common, and it can be resolved.
We start with a full audit so nothing is missed, and then work methodically through the clean-up and restructuring process.
Will this include new automation and reporting?
Yes, where appropriate.
The focus is on refining what you already have, but if automation is missing or reporting is unclear, I will build simple, practical systems that support consistent follow-up and better visibility.
The aim is not to over-engineer your account, but to ensure it supports your real sales and marketing process.
What happens once the work is complete?
Once the clean-up and optimisation is finished, your HubSpot account will be structured, simplified and aligned with how your business actually operates.
You can choose to manage it yourself using the guidance provided, or we can discuss ongoing support if you would prefer continued oversight and refinement.
There is no automatic retainer. Ongoing support is available, but only if it feels useful and aligned with your next stage of growth.
Book A Discovery Call With Me Today To Find Out More
I am here to answer all your questions, review where you are right now, and explore how I can help you improve your systems and processes in HubSpot to achieve your business goals. Book your free 30-minute discovery call today to get started!