Blossom.Automation
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SCORE.SNAPSHOT
RootCheck · CRM Health Report
71
Workable foundation
March 14, 2026
Data Trust
64
Process Integrity
78
System Utilization
73
Findings: 3 of 5Needs attention: 2Safe to DIY this week: 2
Cleanup opportunity (0-39)Needs attention (40-54)Worth reviewing (55-69)Workable foundation (70-84)Strong foundation (85-100)
640CONTACTS READ
241COMPANIES READ
96DEALS READ
Lowest pillarData Trust · 64/100Start here first
FINDINGS.LIST
What we found

Three things worth your attention.

Data TrustNeeds attention
Duplicate company records
77 of 241 · 32%
77 of 241 sampled companies look like duplicates. FROM YOUR PORTAL
IMPACT

Account histories are scattered across two or three records. Hard for reps to see the full picture.

How to fix this
  1. 01In HubSpot, go to Contacts > Companies > Actions > Manage duplicates. HubSpot's own pairing catches most of these.
  2. 02In each pair, keep the record with the real activity history.
  3. 03Merge the obvious ones. Skip anything you're unsure about. Merges can't be undone.
SEND TO A TEAMMATE
Data TrustWorth watching
Contacts missing lifecycle stage or lead source
143 of 640 · 22%
143 of 640 sampled contacts are missing lifecycle stage or lead source. FROM YOUR PORTAL
IMPACT

Funnel and source attribution lean on incomplete data.

How to fix this
  1. 01In Contacts, filter where Email or Lifecycle stage is unknown. Save the view.
  2. 02Fill in the segments your active lists and workflows actually touch, using a source you can point to. Leave the rest blank for now.
  3. 03Find which form or import created the gap before you automate a fill. Automating a fuzzy rule spreads the fuzz.
SEND TO A TEAMMATE
Process IntegrityWorth watching
Open deals not updated recently
19 of 48 · 40%
19 of 48 sampled open deals have not been touched in 60+ days. FROM YOUR PORTAL
IMPACT

Forecasts include deals that have quietly gone cold.

How to fix this
  1. 01Same saved view, 60-day threshold. These are the deals inflating your forecast.
  2. 02Agree on one default rule for a deal nobody has touched in 60 days. Close it, push it, or call it.
  3. 03Close or revive on purpose. Drift is a decision too, just one nobody made.
SEND TO A TEAMMATE

2 more we're watching

THE.PATTERN
“These aren't bugs. This is what a CRM looks like after real people used it, under real pressure, with nobody owning the system itself.”

I see this in most portals I open. For Data Trust specifically, the gaps accumulate quietly. Each record looks fine on its own. The pattern only shows up when you step back and look across the whole system.

Oscar Gonzalez
Oscar GonzalezFOUNDER · CRM LEAD · BLOSSOM AUTOMATION
THIS.WEEK

Your next move

You have something real here. The question now is whether your team trusts it enough to use it. The move at this score is not cleanup. It is adoption. Pick the one workflow your team skips most and fix that first.

Three moves. Then the rhythm.

0 of 4 done
  • Stabilize the data
    Effort · mediumImpact · highBetter with support
  • Write the lifecycle rules down
    Effort · lowImpact · highSafe to DIY
  • Make ownership visible at the handoff
    Effort · mediumImpact · mediumDIY with caution
  • Build a review rhythm
    Effort · lowImpact · mediumSafe to DIY
DEEP.REPORT

Exposure snapshot

Your open pipeline$412,000
MOVING · $249,000
UNTOUCHED 60+ DAYS · $163,000
MOVING · $249,000UNTOUCHED 60+ DAYS · $163,000
Open pipeline right now
$412,000
Sitting untouched 60+ days
$163,000 (40% of pipeline)
Oldest untouched deal
187 days

Your CRM has a story. This is the first page.

The Deep Report turns this scan into a ranked plan: what to fix first, in what order, and what it costs you until it is done. Built from your portal's own numbers, open for 90 days.

  • Every fix ranked, with the records to fix listed by name.
  • Re-scan any time in the 90 days and watch the score move.
  • The same first step The Roadmap ($1,400) starts with, for $129.
Run your free scan to unlock the Deep Report

The Deep Report is built from your own scan, so that comes first.

TEAM.BRIEF
For your team

What each group needs to know.

LEADERSHIP
  • Open deals not updated recently. Forecasts include deals that have quietly gone cold.
SALES TEAM
  • Duplicate company records. Account histories are scattered across two or three records. Hard for reps to see the full picture.
  • Open deals not updated recently. Forecasts include deals that have quietly gone cold.
MARKETING TEAM
  • Duplicate company records. Account histories are scattered across two or three records. Hard for reps to see the full picture.
  • Contacts missing lifecycle stage or lead source. Funnel and source attribution lean on incomplete data.
DIGEST.TXT

The version you can forward.

RootCheck found that our CRM has a workable foundation, but a few data and process issues are making it harder to trust reporting and follow-up visibility. The first priority is cleaning up duplicate and incomplete records, then clarifying lifecycle rules so the team can make better decisions from the same source of truth.

Email-ready. Copy, paste, send.
ADVISOR.NOTE
“Your CRM does not need to be perfect to be useful. The job right now is to make the next decision clearer.”

It is accumulated. The issues came in before there was a process to prevent them. The fix is methodical, not a rebuild. Start with step one on the priority ladder and the rest follows naturally. If any of this raises questions before you decide to act, I am happy to walk through it. No prep required on your end.

TALK THROUGH MY REPORT
Oscar Gonzalez
Oscar GonzalezFounder · CRM Lead · Blossom Automation
Recommended next step

Your data is the first thing to stabilize.

The findings do not expire. If the timing is right, book a session and we will walk through this together.

BOOK A STRATEGY SESSION