What's included

• Workflow Automation Updates & Maintenance

  Regular optimizations to your existing workflows to keep your automations running smoothly and efficiently.

• CRM Data Hygiene & Organization

  Ongoing data cleanup, including deduplication and standardization, to ensure reporting accuracy and team efficiency.

• Reporting & Dashboard Improvements

  Regular enhancements to reports and dashboards to track performance and make data-driven decisions.

• Email/Chat Support for HubSpot Troubleshooting

  Quick assistance for technical issues, system navigation, and general HubSpot questions.

• Monthly Check-Ins

  A dedicated meeting each month to review system performance, answer questions, and refine automations as needed.