CRM Systems Audit & Cleanup

The problem

The business ran everything through GoHighLevel but couldn't answer its one key question: which sources, events, and reps actually produce verified revenue. Lead source lived in four competing places, pipelines were fragmented, tags had multiplied into the hundreds, and revenue was split across payments, invoices, and opportunity fields.

The approach

• →Ran a read-only full-account audit — 22,616 contacts, 8,608 opportunities across 17 pipelines and 119 stages, 172 workflows, 233 custom fields, 263 tags, and ~1,211 Stripe transactions
• →Documented all 172 workflows, including the step graphs and triggers the public API doesn't expose
• →Built a spec-vs-reality field map showing exactly where the intended attribution model diverged from the real account
• →Delivered a client-ready decision package — findings summary, decision-and-approval sheet, and a prioritized cleanup list
• →Executed cleanup safety-first with read-only scans, dry-run previews, and a reconciliation doc after every change — history classified as legacy, never deleted
• →Designed the revenue-attribution model (source → rep → verified revenue) and the dashboard blueprint to run it

The results

• ✓Every workflow, pipeline, and field documented and accounted for
• ✓Cleanup executed with zero data loss
• ✓The owner got a decision-ready audit package instead of a black box
• ✓A defined revenue-attribution model where there was none