Blossom AutomationBlossomAutomation

Your CRM isn’t broken. Nobody owns it.

Someone set it up. People half-use it. The data drifts, the pipeline stops matching how you actually sell, and the reports stopped being trustworthy a year ago. You don’t need another tool. You need someone to run the one you have.

Free. Read-only. Ten minutes.

Just tell us what’s going on →
pipeline.crm
Needs attention
Discovery
12
Qualified
8
Proposal
4
Won
2
data health61%
owner: blossomv0.1
rootcheck.diag
RootCheck™ · 10 min

Not ready to talk to anyone? Fair.

RootCheck reads your HubSpot and tells you where the trust is leaking. Ten minutes, no call, no email wall. You get a score and the three things to fix first.

The pattern

You patch the same problems every quarter.

A rep flags that a deal stage doesn't make sense. You fix it. Two months later a different field is wrong, a workflow fired twice, and the forecast is off by a number nobody can explain. Each fix is small. The pattern is the problem. Nothing owns the system between fires, so the system keeps starting fires.

Untrusted reports

The dashboard says one thing on Monday and another on Friday. People stop opening it.

Confusing pipeline stages

Nobody agrees what 'qualified' means. Forecasts drift. Reps freelance their own stages.

Duplicated workflows

Three automations do almost the same thing. One contact gets emailed twice. Nobody knows which to kill.

Dirty CRM data

Half the company name fields are blank. Owners left months ago. Everything fights you.

That’s not a HubSpot problem. That’s a nobody-owns-it problem.

engagements.list
Ways to work

A few ways to work together. All priced on the page, not behind a call.

Some teams need us for a few weeks to find out what’s actually broken. Some want us owning the CRM month to month. The right starting point depends on how deep the mess is. You can see every option, with real prices, on one page.

What we do

Three things we do, and only these.

A short list, run well. Everything we build serves one of these.

Data you can trust.

When the report says 47 calls, it's because there were 47 calls. We make the number mean the thing again.

A pipeline that matches how you sell.

Stages named for what actually happens, not what a template guessed. Your reps stop guessing what 'qualified' means.

Reporting leadership actually opens.

The dashboard answers the question you'll be asked Thursday, not the forty nobody has.

We don’t do everything HubSpot can do. We do the part that was breaking.

The method

The same three moves, every time.

Dump. Sort. Decide. We look at what exists today, separate what matters from the noise, then name the next best step and do it.

  1. Step 01week 1

    Dump

    Everything currently in your CRM, on the table. Objects, properties, automations, owners, dashboards. All of it visible.

  2. Step 02week 2

    Sort

    What's load-bearing, what's noise, what's actively lying. We separate the system from the cruft that grew on top of it.

  3. Step 03ongoing

    Decide

    One short plan, in plain English: the next best step and the reason. Then we do it. Together.

See the method in full →
START HERE.

Tell us where your CRM hurts. We’ll tell you what we’d do.

No discovery-call gauntlet. No pricing maze.

garden party

The Garden Party. One short letter a month.

No drip sequence, no funnel. Once a month, one thing we learned untangling a real system. If it’s not useful, the unsubscribe link works.

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One short letter a month. Real lessons from real CRM untangling. Unsubscribe any time.