Flight Plan
A ranked “work these today” list for each rep, posted to Slack every morning.
CRM cleanup for Attio and HubSpot
Tidy the nest. Trust the number.
We go through your Attio or HubSpot record by record and fix what’s quietly wrecking the forecast. Fixed price, a checklist you sign, and a guarantee on every line.
Read-only. Nothing gets written.Your report within 2 business days of read-only access.
What you get back
Here’s what the scan hands you.
A dollar figure for what the mess is costing you, and every finding behind it with the record IDs attached. If a number looks off, pull up those records yourself. We’d rather you check than take our word for it.
Every check Preflight runs
20 checks, sorted by what they’re costing you.
Each check has its own page: the exact rule it runs, why it’s costing you money, and what counts as fixed. Every check
Pipeline you can’t trust
Open deals that are in your forecast but not in anyone’s hands.
Records that don’t connect
People and accounts that can’t see each other.
Fields you can’t report on
Blank, inconsistent, placeholder or malformed values.
Clutter and decay
Dead weight that slows reps and skews reports.
How it works
You give us access once, then we get out of your way.
At kickoff we write down what “done” means as a checklist, and you sign it. Then we go heads-down. There’s no weekly status call. The next time you hear from us, every line on that checklist passes.
- 01
Preflight
Free · read-only
You hand over a read-only token. We run the scan and send back the report and a fixed quote within 2 business days.
- 02
Kickoff
One 30-minute call
We turn the findings into a checklist and agree what “done” means. You grant build access once.
- 03
Build
No check-ins
We go heads-down and work the list top to bottom. You keep selling.
- 04
Handover
One 20-minute call
Every line on the checklist passes. We walk you through what changed, then your access is revoked and deleted.
Overhaul
One fixed price to fix what Preflight found.
Overhaul is where we fix what the scan turned up. Every line is pass or fail against the checklist you sign at kickoff. What’s in an Overhaul
- Duplicates mergedDuplicate rate under 2%.
- Records linkedEvery contact tied to the right company.
- Fields cleanedJob titles, industries, lead sources and regions collapsed to one set of values.
- Gaps filledFirmographics backfilled.
- Pipeline rulesRequired fields locked in at each stage.
- AutomationsThe automations you name at kickoff, built and running.
- Role viewsOne view per role on your team.
Fixed price
$3,500
One fixed price for the whole checklist.
- One migration included.
The guarantee
Every item on the checklist we agree at kickoff passes within 7 business days, or the balance is on us.
Automations
What we install once the CRM’s clean.
Optional automations we run for you after an Overhaul. Coming soon, Pricing on request. Automations
Your data
The scan can’t change a thing, even if it tried.
The token can’t write.
The token we ask for has no write permission. On top of that, the scanner refuses any request that isn’t on its read-only list. Belt and suspenders.
The token moves once, safely.
A one-time secret link or a live screen-share. Never Slack, never email.
Access ends when the work ends.
Access keys are revoked and deleted at handover. Scan data is deleted within 30 days unless you hire us.
Let’s see what’s in there.
Send us a read-only token. Two business days later you’ll have the report, the dollar figure and a fixed quote. If your CRM is already in good shape, we’ll tell you that too.