CRM Hygiene 101: Stop the Rot, Start the Revenue | E107 with Jack Roberts

Your CRM is meant to be the backbone of marketing… so why does it feel like a haunted house? 👻
In this episode, we’re joined by Jack, a CRM and automation expert (marketing + recruitment), to unpack what actually goes wrong inside CRMs — and what to do when your “single source of truth” is anything but.

We talk messy data, broken integrations, Franken-stacks, and the classic problem: one marketer builds a beautiful system… then leaves… and nobody knows what anything does.

We get into:

✅ The most common ways teams wreck their CRM (and don’t realise)
✅ Data hygiene first: how to audit what’s broken before “fixing” anything
✅ Zombie contacts and old records: when to delete, when to downgrade, and why it matters
✅ Custom fields, forms, and lists: how to simplify before it becomes unreportable chaos
✅ Lead source is everything (so why does nobody capture it properly?)
✅ HubSpot + Salesforce together: the pain, the mismatched numbers, the “who changed that field?” drama
✅ Naming conventions and documentation: how to make your CRM survivable when people leave
✅ Automation that protects your data (alerts, required fields, and keeping things clean over time)
✅ AI and CRM ops: what’s worth learning now if you want to go full marketing-nerd

If your CRM is currently held together with hope, duct tape, and 400 undocumented workflows — this one’s for you.