Book Audit
Ontario CRM Cleanup
Prepare the records before a CRM cleanup.
IAE helps Ontario service businesses turn messy CRM records into a simple operating view for leads, quotes, customer follow-up, stale opportunities, and owner visibility.
What we check in an audit
We review the points where work slows down or revenue slips.
Duplicate contacts
Check whether this step has a clear owner, trigger, next action, and visibility.
Lead ownership
Check whether this step has a clear owner, trigger, next action, and visibility.
Pipeline stages
Check whether this step has a clear owner, trigger, next action, and visibility.
Required fields
Check whether this step has a clear owner, trigger, next action, and visibility.
Stale opportunities
Check whether this step has a clear owner, trigger, next action, and visibility.
Weekly reporting view
Check whether this step has a clear owner, trigger, next action, and visibility.
Common leaks we find
Small workflow gaps can cost real money over time.
Contacts with no owner
IAE turns this into a practical fix, workflow owner, and next step.
Duplicate or incomplete records
IAE turns this into a practical fix, workflow owner, and next step.
Pipeline stages that do not match reality
IAE turns this into a practical fix, workflow owner, and next step.
Old leads never closed or reactivated
IAE turns this into a practical fix, workflow owner, and next step.
Sample scorecard preview
What good looks like after the review.
- Cleaner contact records
- Better follow-up accountability
- More useful pipeline reporting
- Less spreadsheet and inbox dependency
- CRM the team can actually use
What to measure
What a service business owner should be able to see after the first fix.
Who owns the next step
No more guessing whether a call, form, quote, review request, or customer follow-up has an owner.
Which leak matters first
The audit ranks fixes by revenue risk, owner burden, and how quickly the system can be improved.
What should be removed
IAE looks for unnecessary tools, duplicate workflows, and manual steps before adding complexity.
What happens after you submit
Short review, clear next step.
Send the request
Share the business type, website, and the issue that feels slow, messy, or expensive.
Quick fit check
IAE confirms the right audit path and what systems should be reviewed first.
Priority plan
You get practical recommendations tied to revenue, time saved, or cleaner operations.
FAQ
Short answers before you book.
Do you replace the CRM?
Not by default. IAE first looks at whether the existing CRM can be cleaned up and made useful.
Can this work with HubSpot Free?
Yes. The first cleanup pass can focus on fields, tasks, forms, lists, and simple visibility.
What should we do first?
Book a Revenue Leak Audit so the CRM cleanup is tied to revenue and follow-up issues.
Related resources
Keep exploring this leak.
Ready to reduce the leak?
Start with a Revenue Leak Audit.
The audit shows which system to fix first before you add tools, automations, or more admin process.
Your next practical step
Make the existing system usable
What we scope
Agree stages, record limits, responsible staff, due actions and a practical reporting view. Check current-plan features first.
What we agree first
Confirm deliverables, preparation, fee, recurring costs, delivery date, staff training and acceptance. Additional work requires a separate scope.
Practical boundaries
Migration, extensive reconciliation and paid software are separate decisions.
Start with a short inquiry. We confirm fit, then agree scope, fee and delivery date before paid work.
Practical guidance
A practical preparation check.
Choose the system that owns customer records. Identify the person who can resolve duplicates and field conflicts, agree what history must be retained, and confirm a recoverable export before changes. Check a small sample with staff before bulk updates.
For scope and deliverables, see the CRM cleanup service. For a trade-specific example, see Niagara HVAC and plumbing workflows.