Our objective was to streamline the entire process, from receiving submission forms to generating quotes, completing contracts, and forwarding orders to the production team. To commence this effort, we initiated a comprehensive cleanup of the entire HubSpot platform to eliminate outdated or missing data. Additionally, we purged any spam or bot entries that could have infiltrated the software and created contacts, potentially skewing future Key Performance Indicators (KPIs). We supplied them with tools featuring checks and marks that identified patterns indicative of both bots/spam and areas where contact or enterprise details required modifications. This approach facilitated a simplified cleanup process for the internal team, enabling them to handle it independently.