Total Pipeline Value
$191,000
▲ active deals
Won Deals (Q2)
$75,000
▲ April-June
Duplicate Contacts
2
■ needs merging
Contact Email Completeness
88%
▲ of contacts
What I can do for you
Exactly what I'd take off your plate on this project — in plain English.
✓
Clean up your contact and company lists
Find and merge duplicate contacts and companies, fix formatting, and fill in missing information so your list is finally trustworthy.
✓
Structure your deal pipelines
Help you define clear stages, properties, and rules for your sales process so everyone uses HubSpot consistently.
✓
Build clear reporting dashboards
Create easy-to-understand dashboards for pipeline value, team performance, and where your best leads come from.
✓
Automate routine tasks
Set up workflows to handle lead assignments, send notifications, and create follow-up tasks automatically, saving your team time.
✓
Train your team on best practices
Provide hands-on training to ensure your team knows how to use HubSpot effectively for sales and marketing.
How the data flows
Extract HubSpot Data
HubSpot API (Python)
Securely pull your live contact, company, and deal data directly from HubSpot.
→
Clean & De-duplicate
Python (pandas)
Identify and flag duplicate records, standardize property values, and enrich missing data.
→
Structure & Validate
HubSpot Admin
Review and restructure deal pipelines and custom properties based on your business needs.
→
Build Automations
n8n / HubSpot Workflows
Set up automated lead routing, notifications, and data syncing to save manual effort.
→
Reporting & Dashboards
HubSpot Reports
Create clear, actionable dashboards within HubSpot to track key performance indicators.
Pipeline Value by Stage
This shows how much potential revenue is sitting in each stage of your sales process, helping you see where deals might be getting stuck.
Lead Source ROI (Recent Deals)
Understand which sources are bringing in the most valuable closed deals, so you know where to focus your marketing efforts.
Data Quality: Contacts with Missing Emails
This highlights how many of your contacts are missing crucial email information, which can impact your outreach and marketing efforts.
Workflows I can automate for you
Repetitive work I can put on autopilot using your tools' APIs plus n8n, Zapier & Google Apps Script — so it just happens, hands-off.
⚡
Auto-sync new website leads to HubSpot
When a new lead fills out a form on your website, they'll automatically be added to HubSpot, saving you manual entry.
HubSpot API · n8n
⚡
Deal-stage Slack notifications
When a deal moves to a 'Proposal Sent' or 'Won' stage in HubSpot, your team gets an instant Slack notification.
HubSpot API · Slack API · n8n
⚡
Automated follow-up tasks
After a 'Discovery' call, HubSpot will automatically create a follow-up task for the sales rep, ensuring no lead falls through the cracks.
HubSpot Workflows
⚡
Sync new leads from Google Sheet to HubSpot
If you get leads in a Google Sheet, they'll be automatically added to HubSpot at regular intervals, keeping your CRM up-to-date.
Google Sheets API · HubSpot API · Python (requests)
Sample HubSpot Deals & Data Quality
| Deal Name | Deal Stage | Deal Value | Owner | Lead Source | Duplicate Status | Contact Email Completeness |
|---|---|---|---|---|---|---|
| Acme Corp - Discovery | Discovery | $15,000 | Sarah L. | Website Form | No Duplicate | Complete |
| Beta Solutions - Proposal Sent | Proposal Sent | $25,000 | John D. | Referral | No Duplicate | Complete |
| Gamma Tech - Won | Won | $35,000 | Sarah L. | Cold Outreach | No Duplicate | Complete |
| Delta Services - Discovery | Discovery | $10,000 | John D. | Website Form | No Duplicate | Complete |
| Acme Corp - New Opportunity | Qualification | $8,000 | Sarah L. | Website Form | Duplicate (ID 101) | Complete |
| Iota Systems - Discovery | Discovery | $30,000 | Sarah L. | Cold Outreach | No Duplicate | Missing Email |
| Kappa Co. - Proposal Sent | Proposal Sent | $40,000 | John D. | Website Form | No Duplicate | Complete |
| Pi Corp - Qualification | Qualification | $9,000 | John D. | Website Form | No Duplicate | Missing Email |
Raw source data
dataset.csv — showing 12 of 18 rows. The dashboard above is computed from this file, untouched.
| Contact ID | Company Name | Deal Name | Deal Stage | Deal Value | Close Date | Owner | Lead Source | Contact Created Date | Duplicate Status | Contact Email Completeness |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | Acme Corp | Acme Corp - Discovery | Discovery | 15000 | 2024-07-15 | Sarah L. | Website Form | 2023-01-10 | No Duplicate | Complete |
| 102 | Beta Solutions | Beta Solutions - Proposal Sent | Proposal Sent | 25000 | 2024-08-01 | John D. | Referral | 2023-02-20 | No Duplicate | Complete |
| 103 | Gamma Tech | Gamma Tech - Won | 35000 | 2024-06-25 | Sarah L. | Cold Outreach | 2023-03-05 | No Duplicate | Complete | |
| 104 | Delta Services | Delta Services - Discovery | Discovery | 10000 | 2024-07-20 | John D. | Website Form | 2023-04-12 | No Duplicate | Complete |
| 105 | Epsilon Group | Epsilon Group - Lost | 0 | 2024-05-30 | Sarah L. | Referral | 2023-05-01 | No Duplicate | Complete | |
| 106 | Zeta Inc. | Zeta Inc. - Proposal Sent | Proposal Sent | 18000 | 2024-08-10 | John D. | Website Form | 2023-06-18 | No Duplicate | Complete |
| 107 | Eta Corp | Eta Corp - Discovery | Discovery | 22000 | 2024-07-25 | Sarah L. | Google Ads | 2023-07-01 | No Duplicate | Complete |
| 108 | Theta Ltd. | Theta Ltd. - Won | 12000 | 2024-06-15 | John D. | Referral | 2023-08-09 | No Duplicate | Complete | |
| 109 | Acme Corp | Acme Corp - New Opportunity | Qualification | 8000 | 2024-09-01 | Sarah L. | Website Form | 2023-01-10 | Duplicate (ID 101) | Complete |
| 110 | Beta Solutions | Beta Solutions - Follow Up | Qualification | 5000 | 2024-09-15 | John D. | Referral | 2023-02-20 | Duplicate (ID 102) | Complete |
| 111 | Iota Systems | Iota Systems - Discovery | Discovery | 30000 | 2024-08-05 | Sarah L. | Cold Outreach | 2023-09-01 | No Duplicate | Missing Email |
| 112 | Kappa Co. | Kappa Co. - Proposal Sent | Proposal Sent | 40000 | 2024-08-20 | John D. | Website Form | 2023-10-10 | No Duplicate | Complete |
How this works in production
How I'd set this up on your live system:
Source
HubSpot CRM
Your live contacts, companies, deals, and custom properties.
→
Automation & Integration
HubSpot API · n8n / Python
Securely connects to HubSpot to read/write data and orchestrate workflows.
→
Cleanup & Optimization
Python (pandas) · HubSpot Admin
Code and direct adjustments to clean data and optimize your HubSpot setup.
→
Output & Notifications
HubSpot Dashboards · Slack · Google Sheets · Email
The final reports, automated messages, and synced data delivered where you need it.
This demo runs on synthetic data, but the architecture shows how I'd connect to your real HubSpot account.
Ready to clean up your HubSpot and automate tasks?
I can connect this to your live HubSpot data and start optimizing in days. Let's chat!
bing@bkydataconsulting.com