Dead leads, duplicate contacts, and stages that don't match reality quietly make every client report a little wrong. I fix the messy data layer under your agency's CRM: pipeline hygiene, workflow audits, migrations, and automations, so the numbers you show clients hold up. Projects typically $2k-$10k.
Book a 15-min Fit CallMost agencies have reporting covered: a dashboard tool, a spreadsheet, a client portal. What nobody owns is the layer underneath: the CRM pipeline where leads die without being closed out, contacts get duplicated by three different intake forms, and automations built by past team members keep firing on stages nobody uses anymore.
That layer is where client trust erodes. A client questions one number in a QBR, someone spends an afternoon tracing it, and the answer turns out to be "a workflow from 2023 was double-counting form fills." The report was fine. The data wasn't.
I work on exactly that layer. I audit what's actually running, clean what's feeding your numbers, document what nobody wrote down, and rebuild the fragile parts so they stop breaking.
Four kinds of work, all on the same layer: the data your client reporting depends on.
I close out dead leads, merge duplicates, and realign stages to match how your team actually sells. Your pipeline becomes something you can report from without caveats.
I map every automation in your account end to end: what fires, when, and why. Dead, duplicated, and conflicting workflows get flagged, and your team keeps a written map.
Moving between CRMs, or consolidating years of client data, without losing history or inventing duplicates. I map it, test it against your real data, and verify it before cutover.
Purpose-built automations that replace the duct-taped ones, including feeds that keep client reports updated from clean source data instead of manual exports.
GHL accounts accumulate workflows the way garages accumulate boxes. Sub-accounts inherit automations nobody remembers building, snapshots get applied on top of snapshots, and eventually the account is "haunted": things happen and nobody knows which workflow did it.
For one agency, I audited close to 125 workflows end to end and mapped every one: what triggers it, what it touches, and whether it still needs to exist. A meaningful share were dead, duplicated, or firing on pipeline stages no one used anymore, exactly the kind of silent noise that skews campaign numbers and burns automation credits.
If your agency runs on GHL, the audit is the natural starting point: you get the full map, the kill list, and the fixes. It's usually a focused engagement, not a rebuild.
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Moved 1.5 million messy records off a maxed-out spreadsheet into a clean, queryable model. Report queries that took minutes now run in seconds, and the numbers stopped being debatable.
A full end-to-end audit of one agency's GoHighLevel account. I documented every workflow, flagged the dead and duplicated automations, and left the account with a map instead of a mystery.
An Excel invoicing system imports Outlook timesheets and Airtable project data, then prepares branded invoices for review by project phase.
See the GHL + Google Sheets workflow, the invoice automation case, and the rest of the portfolio.
You don't have to buy a project to find out whether this is your problem.
You describe the setup; I tell you honestly whether there's a data problem worth fixing and what I'd check first. If it's not a fit, you leave with a straight answer.
A $300-500 fixed-fee audit of your CRM or data layer. You get findings in writing: what's broken, what it's costing you, and what fixing it involves, whether or not we go further.
The fix itself, scoped from the diagnostic. Projects typically $2k-$10k, fixed price, tested against your real data, documented and handed over.
Some agencies keep me on a light monthly retainer to keep the data layer clean as the client roster grows. It's optional; most projects stand alone.