Data hygiene & a pipeline rebuild
Before anything could be trusted, the inherited mess had to go — duplicates, nameless records, and a flat Salesforce-era pipeline with no attribution.
- An ongoing dedup programme that cut duplicate records from over 5,000 to around 20
- Root-caused the 825-nameless-company bug to a legacy setting, not bad data
- Deal-source and lead-source tracking built from scratch — the foundation marketing needed
- The flat inherited pipeline rebuilt into staged nurture tracks, with a ‘Bucket of Shame’ stage to force overdue clean-up
- ~$2M in stale, unclassified deal value moved out of the pipeline into HubSpot's Leads object



