Most messy systems got that way honestly.
A plugin here, a Zap there, a few emergency fixes, a migration, a new CRM field, a campaign workaround, a developer handoff. Years later, nobody fully trusts the stack, but the business still depends on it.
I help map what exists, remove obvious clutter, repair risky paths, and create a cleaner plan for the parts that still matter.
Cleanup work can include
- Website forms, tracking, CRM fields, source data, tags, and lifecycle rules.
- HubSpot, Keap, Zapier, WordPress, Shopify, and custom code review.
- Duplicate workflows, stale automations, dead fields, unreliable notifications, and brittle handoffs.
- Documentation of what happens when a lead, order, document, or event enters the system.
- Small targeted fixes before bigger redesign, migration, or integration work.
Cleanup before rebuild.
Sometimes the best first move is not a new site or new CRM. It is understanding the stack you already have well enough to make the next move safely.