Preflight · Free

We scan your CRM for free and show you what it’s costing you.

Preflight reads the contacts, companies and deals in your Attio or HubSpot workspace. It checks them against 20 rules, scores seven dimensions of data quality, and prices the damage in rep hours and pipeline. It changes nothing. Your report within 2 business days of read-only access.

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What it checks

Every check has a page with its exact rule and threshold.

Pipeline you can’t trust: deals stuck in a stage, open deals with no owner, deals owned by someone who’s left, close date already passed, open deals with no next step, open deals with no amount, deals with no contact or company, stale open deals.
Duplicates: duplicate contacts, duplicate companies.
Records that don’t connect: contacts with no company, email domain doesn’t match the company.
Fields you can’t report on: missing key fields, inconsistent values, placeholder values, malformed emails and domains, non-standard lifecycle stage.
Clutter and decay: unused custom fields, untouched contacts and companies, bounced emails and stale imports.

Every check, and exactly how it works

How the score works

Seven dimensions, each scored 0–100:

Completeness: Are key fields filled in?
Accuracy: Do emails match their company? Any placeholders?
Freshness: Have records been touched recently?
Uniqueness: How many duplicates?
Consistency: Is one value spelled one way?
Validity: Are emails and domains well-formed?
Pipeline: How many open deals have a problem?

Completeness 16%, Accuracy 12%, Freshness 12%, Uniqueness 16%, Consistency 8%, Validity 16%, Pipeline 20%. 90 and above is an A, 75 a B, 60 a C. Anything lower is a D.

The six hygiene dimensions are 100 minus the share of checkable records that failed (Completeness is the average fill rate of the key fields). Pipeline is 100 minus the share of open deals with at least one pipeline finding: stuck, unowned or owned by someone who’s left, close date passed, no next step, no amount, or no contact. That’s why a workspace with clean records and a sick pipeline can’t score an A. The sample report below is exactly that case.

How the dollar figure works

Every number is an assumption printed in your report next to the math. Change an assumption and the figure changes with it.

What we price	How	At our default assumptions
Rep time on duplicates	4 minutes per duplicate record per month, capped at 2 hours per rep per month	$52 per duplicate per year, up to the cap
Rep time on stuck deals	6 minutes per deal per month	$78 per deal per year
Rep time on unowned or dead-owned deals	5 minutes per deal per month	$65 per deal per year
Pipeline at risk, unowned or dead-owned deals	15% of their open value	A snapshot, not a yearly cost
Pipeline at risk, stuck deals	10% of their open value	A snapshot, not a yearly cost
Forecast exposure, close date passed	Their open value	Shown on its own, never added to a total

Rep time is priced at $65 an hour, loaded. If your team’s number is different, tell us and we’ll re-run the math. Checks without a line in this table are counted and rated, but not priced. We’d rather show no number than an invented one.

Sample report

A full Preflight report for a fictional a 40-person series a b2b software company on HubSpot. This is the document you’d receive, minus the example record IDs.

Preflight report

Fictional company, illustrative data

Sample Co.

CRM: HubSpot, read-only scan
Scanned: 2026-09-11
Records: 4,800 contacts · 1,350 companies · 380 deals (126 open, 88 won, 166 lost)
Open pipeline: $1,560,000 across the 104 open deals that have an amount

Overall score: 67/100 · band C
Rep time lost to the mess: $19,149a year
Open pipeline at risk: $142,100today. A snapshot, never added to the annual figure.
Fixed price to fix it: $2,500Overhaul. Founding price for the first 3 clients, then $3,500.

Pipeline scores 13 here: 110 of 126 open deals have at least one problem. Clean records can’t hide a sick pipeline.

Dimension scores

Completeness83
Are key fields filled in?16% of score
Accuracy93
Do emails match their company? Any placeholders?12% of score
Freshness39
Have records been touched recently?12% of score
Uniqueness89
How many duplicates?16% of score
Consistency69
Is one value spelled one way?8% of score
Validity99
Are emails and domains well-formed?16% of score
Pipeline13
How many open deals have a problem?20% of score

Pipeline is 100 minus the share of open deals with at least one pipeline finding: 110 of 126 here.

Every finding, ordered by severity then dollar impact

#	Finding	Count	Affected	Severity	Dollar impact	Why it hurts
1	Deals stuck in one stage for 45+ days	58	46% of open deals	Critical	$4,524/yr rep time $81,200 at risk10% of $812,000	Counted in the forecast. Going nowhere.
2	Open deals owned by a deactivated user	19	15% of open deals	Critical	$1,235/yr rep time $35,700 at risk15% of $238,000	The owner field says someone is on it. Nobody is.
3	Open deals with no owner	14	11% of open deals	Critical	$910/yr rep time $25,200 at risk15% of $168,000	Nobody follows up, and nobody is asked why.
4	Stale open deals	71	56% of open deals	Critical	Not priced. Stuck deals carry the dollar line.	No touch beyond the stage’s 14–30 day limit.
5	Contacts untouched for more than 90 days	2,976	62% of contacts	Critical	Not priced	Old titles and moved-on people still in your routing.
6	Companies untouched for more than 90 days	783	58% of companies	Critical	Not priced	Account data nobody has looked at this year.
7	Open deals with a close date already passed	40	32% of open deals	High	$406,000 forecast exposureForecast exposure. Shown on its own, never added to the totals.	The forecast is built on dates that have already gone.
8	Duplicate contacts	552	11.5% of contacts	High	$12,480/yr rep timeOne line for all 674 duplicate records, capped at 8 reps × 2 hours a month.	Two reps, one buyer, split history.
9	Duplicate companies	122	9.0% of companies	High	Priced in the duplicate line above.	Pipeline-by-account is wrong.
10	Open deals with no next step scheduled	40	32% of open deals	High	Not priced	Waiting on the buyer to remember you.
11	Contacts with no company	1,488	31% of contacts	High	Not priced	Invisible when a rep opens the account.
12	Contacts missing a job title	1,680	35% of contacts	High	Not priced	No title means no persona targeting.
13	Stale contact imports	900	19% of contacts	Medium	Not priced	Created 180+ days ago, no engagement signal since.
14	Countries written more than one way	1,516	2 countries	Medium	Not priced	A filter for one country returns part of the list.
15	Companies missing a domain	297	22% of companies	Medium	Not priced	No domain means no enrichment match.
16	Deals missing an amount	63	17% of all deals	Medium	Not priced	Worth $0 in every pipeline report.
17	Open deals with no amount	22	17% of open deals	Medium	Not priced. The at-risk lines count these 22 deals as $0.	The at-risk figures are understated by these deals.
18	Contacts missing an email	432	9% of contacts	Low	Not priced	Can’t be sequenced, synced or matched.
19	Email domain doesn’t match the linked company	402	8.4% of contacts	Low	Not priced	Wrong account, or a personal address.
20	Job titles spelled more than one way	388	41 titles	Low	Not priced	Reports split one group into three.
21	Contacts with a bounced email	190	4.0% of contacts	Low	Not priced	Still in sequences and lists. Nothing lands.
22	Contacts missing a name	96	2.0% of contacts	Low	Not priced	Unmatchable by rule.
23	Unused custom fields	64	37% of 173 custom fields	Low	Not priced	Reps scroll past clutter to find the fields that matter.
24	Malformed email addresses	61	1.4% of contacts with an email	Low	Not priced	Can’t be synced, sequenced or matched.
25	Placeholder values in names or titles	40	31 contacts · 9 companies	Low	Not priced	Counted as “filled”. Shows up in lists.
26	Deals missing an owner	31	8.2% of all deals	Low	Not priced. Open ones are priced as unowned deals above.	Closed deals with no owner skew win-rate by rep.
27	Malformed company domains	18	1.7% of companies with a domain	Low	Not priced	Breaks enrichment and company matching.
28	Open deals with no contact or company attached	10	7.9% of open deals	Low	Not priced	Nobody to follow up with, or no account history.
29	Contacts with a non-standard lifecycle stage	0	0% of contacts	Low	Not priced	Nothing found here. Reported so you know it was checked.

Rep time

$4,524 + $1,235 + $910 + $12,480 = $19,149/yr

Pipeline at risk

$81,200 + $35,700 + $25,200 = $142,100

Forecast exposure

$406,000, shown on its own

Deal findings overlap. One deal can be stuck and have no next step. The counts aren’t additive. Each dollar line is computed on its own.

The assumptions behind the figures

Rep time is priced at $65/hr, loaded.
Per month: 4 minutes per duplicate record (capped at 8 reps × 120 minutes per rep per month), 6 per stuck deal, 5 per unowned or dead-owned deal.
Pipeline at risk is 15% of unowned deals’ open value and 10% of stuck deals’ open value.
Both pipeline figures are snapshots, not yearly.

Notes printed on HubSpot reports

Deal last-activity uses HubSpot’s last-modified date. HubSpot has no single last-activity field on deals.
Stage age uses HubSpot’s per-stage entry date. Where that’s missing, it falls back to last-modified.

The quote

Overhaul: $2,500 fixed. Founding price for the first 3 clients, then $3,500. Fixes everything above against a signed checklist: duplicates under 2%, every open deal owned, contacts linked to companies, values normalized, fields backfilled, stage rules in place.

One simple migration: one source (a CSV export or one CRM), up to 10,000 records, into Attio or HubSpot, standard fields mapped and reconciled row for row. 50% when you sign, 50% when the checklist passes. Guarantee: Every item on the checklist we agree at kickoff passes within 7 business days of access, or the second half is on us.

The Attio equivalent

On Attio, the same checks run and the report has the same shape, with these differences:

Unowned deals are rarer. Attio requires an owner on deals.
Duplicate contacts are mostly same-name-same-company matches. Attio makes email addresses unique.
No lifecycle section, and no bounce data.
The close-date check runs only if the workspace has a close-date field. Otherwise the report says there isn’t one.
The next-step check reads tasks linked to the deal.
The deactivated-owner check reads workspace member status.

What we need from you

Which CRM: Attio or HubSpot.
A read-only token, created by an admin in about five minutes.
- Attio: Workspace settings → Developers → New access token, named “Updraft GTM — Preflight”. Scopes: record:read, record_permission:read, object_configuration:read, list_entry:read, task:read, user_management:read.
- HubSpot: Settings → Integrations → Private Apps → Create a private app, named “Updraft GTM — Preflight”. Scopes: crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, crm.objects.owners.read, crm.schemas.contacts.read, crm.schemas.companies.read, crm.schemas.deals.read.
Send it safely: a one-time secret link from your password manager, or paste it live on a screen-share. Never in Slack or email.
Tell us what “open” means if your stage names don’t make it obvious (for example, a “Churned” stage).
One shared Google Drive folder, restricted to our account. That’s where the report lands.

What happens after

You get the report and a fixed quote in the shared folder within 2 business days: scores for all seven dimensions, every finding with a count, a severity and up to five example record IDs so you can check our work, and the dollar figure with its assumptions.
You delete the token. One click: Attio → Workspace settings → Developers → Delete; HubSpot → Private Apps → Actions → Delete. Scan data is deleted within 30 days unless you hire us.
If you want it fixed, we book a 30-minute kickoff and the Overhaul starts from the report.

What Preflight doesn’t do

It doesn’t write, edit, merge or delete anything.
It doesn’t fix anything. That’s the Overhaul.
It doesn’t make judgement calls. “Is this really a duplicate?” is reported by rule, with examples, for you to check.
It doesn’t read custom objects, emails, call recordings or notes.
It doesn’t scan Zapier or Make.

Limits we tell you up front.

Record cap. Up to 20,000 records per object. If you have more, the report says it’s a sample.
HubSpot activity proxies. HubSpot has no single “last activity” field on deals, so Preflight uses the deal’s last-modified date, and says so in the report. Stage age uses the stage-entry date HubSpot records for each stage.
Rule-based matching. Duplicates are matched on exact email, or exact name at the same company. Near-misses like “Jon” and “Jonathan” aren’t caught. We’d rather under-count than guess.

Run a free Preflight.

Read-only, no commitment. Your report within 2 business days of read-only access.

Run a free Preflight Book a call