Ridgeway Heating Ltd
Heating & plumbing
Score
54→78
+24 pts
37 stale deals surfaced in the first review
“We finally saw which quotes had gone quiet. Follow-up alerts alone recovered three jobs in the first month.”
StackFixTM
Know exactly where your process is breaking
StackFixTM is our structured audit for service businesses. We review your systems, map your customer journey and deliver a prioritised plan to stop losing time, leads and revenue.
Diagnosis before implementation
Too many businesses buy software or hire developers before understanding what is actually wrong. StackFixTM gives you clarity first — so any work that follows is focused and worthwhile.
You receive a practical report your team can act on, with recommendations tied to real operational impact rather than feature lists.
Enquiry missed
Just nowWebsite form not connected to CRM — 3 leads this week unlogged.
Follow-up overdue
Just nowQuote sent 5 days ago with no automated reminder scheduled.
StackFix™ finding
Just nowConnecting web forms to CRM would capture an estimated 12 enquiries per month.
Automated HubSpot review
StackFixTM CRM Audit
Connect HubSpot and get an indicative health score with practical findings on pipeline hygiene, data quality, follow-up and adoption — in minutes.
Start HubSpot ReviewHealth score
/100
Read-only
Access
Findings
Prioritised
Time
~2 mins
Real audit outcomes
What businesses discover with StackFix
Representative findings from HubSpot CRM reviews — stale deals, unowned leads, data gaps and automation opportunities surfaced before implementation begins.
Northbridge Surveyors
Property surveying
Score
61→82
+21 pts
24 unowned leads identified
“StackFix showed leads sitting with no owner. Assignment rules cut our average response time from two days to four hours.”
Coastal Electrical
Electrical contractors
Score
48→71
+23 pts
Web forms not connected to CRM
“The audit flagged enquiry leakage we had suspected for months. Connecting forms recovered an estimated 12 leads per month.”
Elm Tree Services
Tree surgery
Score
57→74
+17 pts
18% of contacts missing lead source
“We stopped guessing which marketing worked. Source tracking on every form made budget decisions straightforward.”
Marcus & Co. Architects
Architecture
Score
63→85
+22 pts
Pipeline had nine unnecessary stages
“Consolidating stages gave the team a clearer view of live work. Forecasting meetings got noticeably shorter.”
Harbour Installations
Commercial fit-out
Score
52→69
+17 pts
No live management reporting
“StackFix highlighted reporting gaps before we hired anyone. Dashboards replaced weekly spreadsheet exports.”
Peak Property Maintenance
Facilities management
Score
59→80
+21 pts
12 automation opportunities ranked
“Instead of a vague automation wish list, we got a prioritised sequence. Quote follow-up automation went live in week two.”
Vale Roofing
Roofing contractors
Score
46→68
+22 pts
Duplicate contacts inflating pipeline
“The review quantified duplicate records we had been ignoring. Cleaning the database made conversion reporting trustworthy again.”
Lakeside Kitchens
Kitchen installation
Score
55→77
+22 pts
Quote follow-ups entirely manual
“StackFix mapped where deals stalled after quotes went out. Automated reminders brought back two signed contracts in six weeks.”
Summit Scaffolding
Scaffolding
Score
50→73
+23 pts
Inactive owners on open records
“Records linked to staff who had left were easy to miss. Reassignment rules stopped deals disappearing into a black hole.”
Greenline Landscapes
Landscaping
Score
58→81
+23 pts
Seasonal enquiry spikes unmanaged
“The audit showed our spring rush overwhelmed the inbox. Lead routing and task creation kept response times consistent.”
Atlas Drainage
Drainage services
Score
44→66
+22 pts
Critical data fields left blank
“Completion sat below 70% on key contact fields. Required fields and a simple daily hygiene check lifted quality within a month.”
Bridge Commercial Cleaning
Commercial cleaning
Score
62→84
+22 pts
No visibility on contract renewals
“StackFix tied renewal dates to pipeline stages we had never defined. Churn risk became visible for the first time.”
Forge Security Systems
Security installation
Score
53→75
+22 pts
HubSpot underused by field team
“Adoption scored low because mobile workflows were missing. Simplifying deal updates on site improved CRM usage within weeks.”
Scores and findings are illustrative of typical StackFix audit results
What is included
A thorough review of your systems
CRM review
How your CRM is set up, used and where data falls through the gaps.
Lead source review
Where enquiries come from and whether each channel is being handled consistently.
Customer journey mapping
The full path from first contact to repeat business — documented clearly.
Process bottleneck analysis
Where work stalls, gets duplicated or depends on one person remembering to do it.
Automation opportunity report
Practical automations ranked by effort, impact and fit with your current tools.
Revenue leakage review
Missed follow-ups, slow responses and process gaps that cost you work.
Prioritised action plan
A clear sequence of what to fix first — not a 40-page document nobody reads.
Start with clarity
Request a StackFix™ audit and get a clear picture of where your business is losing time, leads and revenue.