Stale Records & Decay
Contacts dormant for months. Hard-bounced contacts still in active lists. Opted-out contacts being re-enrolled. Sender reputation and compliance bleed.
FREE · CRM AUDIT FOR HUBSPOT
Find the leaks in your CRM bucket.
If you're at £2–15M ARR, your CRM almost certainly carries meaningful pipeline at risk — quiet systems debt that compounds while you scale. Connect in 90 seconds and find out exactly what's leaking.
You'll get a score across lifecycle, forecast, pipeline, and system health, plus a branded PDF with your top three fires, the £ at risk, and a 30-day fix roadmap — in your inbox in under 10 minutes.
Read-only accessNo credit card90 seconds to connectBuilt by a Fractional RevOps Engineer
WHAT IT AUDITS
Five regions of the bucket. Where the pipeline leaks out.
Each finding is tied to a specific cost — pipeline at risk, hours wasted, forecast you can't trust — not a generic dashboard metric.
Lifecycle & Conversion Health
Closed-lost contacts stuck as "Opportunity." Churned customers stuck as "Customer." When stages don't reflect reality, every conversion rate you report is reading off contaminated data.
Forecast Reliability
Stuck deals, unlogged activity, missing required fields, past-due close dates, serially-pushed forecasts. The biggest hole in most buckets — your CFO is reverse-engineering a number.
Pipeline Hygiene
Orphan records, deals owned by departed employees, duplicate companies, high-intent leads with no owner because routing workflows silently failed. Direct pipeline leakage no one is watching.
System Health
Active workflows that haven't enrolled anyone in 90 days. Workflows with 40%+ drop-off mid-execution. Multiple workflows writing to the same critical field with no deconfliction. Custom property sprawl that turns your AI features against you.
HOW IT WORKS
From OAuth to PDF, in under 10 minutes.
01
Connect HubSpot
One click. Read-only OAuth — same flow you use to connect any HubSpot integration. Your access token is held only for the duration of the audit and discarded immediately after.
02
The audit runs
We pull your contacts, deals, owners, workflows and properties, then score them across five categories. Calculations include lifecycle velocity, conversion ratios, pipeline coverage, and forecast confidence.
03
You get the report
A branded PDF lands in your inbox. Executive summary, your top three fires with £ impact, full per-finding breakdown, and a prioritised 30-day fix roadmap.
WHAT YOU GET
A 30-page report you'd expect to pay for.
PineRiverDataCRM Audit
74/ 100
Grade C
Acme Corp · HubSpot Pro
£47k–£93k / yr at risk
Top 3 Fires
Stuck deals (90+ days)
£31kLifecycle stage contamination
£18kOrphaned records (no owner)
£9kSample · Your score, fires & 30-day roadmap inside
Estimated annual revenue leak
A £/year range derived from your flagged pipeline plus severity of top fires. The headline number on page 1.
Overall score (A–F)
Weighted across five categories of your CRM. Plus a side-by-side comparison of your portal vs healthy bands.
The 3 Fires
Highest-severity findings with record counts and £ impact where calculable. The first thing your CFO will read.
Per-finding breakdown
Score, examples from your actual records (linked to the live HubSpot record), cost framing, cost-of-doing-nothing consequence, and step-by-step fix instructions.
Executive summary
200–300 words contextualised to your specific findings — the picture in a paragraph, ready to send to leadership.
30-day fix roadmap
Week-by-week task list ordered by severity and revenue impact. Total estimated effort + £ at risk if untreated.
FAQ
Common questions.
Is this really free?
Yes. No credit card. No trial. No paywall. Your detailed PDF report goes to your inbox at the end. If you have questions about the findings, you can email me — I read every reply.
What happens to my CRM data?
Read-only OAuth — same scopes you'd grant any HubSpot integration. The audit runs in-session and the access token is discarded immediately after. No CRM records are stored on our side. Disconnect any time in your HubSpot settings.
Which HubSpot tier do I need?
22 of 26 checks work on any tier. The four System Health checks need Professional or higher because the Automation API is gated. If you're on Free or Starter, the audit runs and skips those four with a clear note in the report.
How long does the report stay valid?
About 90 days before things drift. You can re-run the audit any time — same flow, fresh results.
Other CRMs?
HubSpot only at the moment. Salesforce support is in development — see the form below to get notified when it ships. Pipedrive is on the longer-term roadmap.
Who's behind this?
PineRiverData — fractional RevOps for B2B SaaS at £2–15M ARR. pineriverdata.com
USING SALESFORCE?
The Salesforce version is in development.
Same audit, different CRM. Drop your email below and we'll let you know the moment it ships — usually built for portals at £2–15M ARR with 18+ months of accumulated mess.
We'll email you the moment Salesforce ships. One email, no newsletter.
READY?
See what's leaking from your bucket.
Connect in 90 seconds. Branded PDF in your inbox in under 10 minutes. No credit card.