Workflow repair

Workflows that fire at the wrong time. Contacts stuck in sequences. Logic that made sense once.

We review every active workflow, identify what's broken, and rebuild it properly — with documentation so your team can maintain it.

Common workflow problems

The issues we find most often

Re-enrollment loops

Re-enrollment loops

Contacts being enrolled in the same workflow over and over because re-enrollment is on and the exit criteria are missing or wrong. Creates thousands of unnecessary actions.

Missing or broken branches

Missing or broken branches

If/then branches that never get updated when the business changes. A "is a customer" branch that still routes to the 2021 onboarding sequence nobody uses anymore.

Wrong trigger timing

Wrong trigger timing

Workflows that fire immediately when they should wait, or wait 5 days when the window for a useful response has already closed.

No exit criteria

No exit criteria

Contacts who've already converted still receiving nurture emails because there's no exit criteria checking for deal stage or lifecycle stage changes.

Conflicting workflows

Conflicting workflows

Two workflows enrolling the same contacts and fighting each other — updating the same property to different values, creating duplicate tasks, sending overlapping emails.

Abandoned workflows

Abandoned workflows

Workflows that were turned off but never deleted. Workflows that were paused "temporarily" in 2022 and never reviewed. Technical debt that makes auditing your portal harder every month.

How we fix it

Review, rebuild, document

01

Full workflow inventory

We list every workflow — active, paused, and dormant — and flag which ones need immediate attention vs which can be cleaned up later.

02

Logic review

Every active workflow reviewed for trigger accuracy, branch logic, delay timing, exit criteria and potential conflicts with other workflows.

03

Rebuild and test

Broken workflows rebuilt from scratch or repaired in place. Every change is tested with historical data before going live.

04

Documentation

Every workflow gets a plain-English description of what it does and why — so the next person who touches it doesn't break it.

Typical investment

Workflow repair

Every project is scoped individually — these ranges reflect typical engagements. We'll give you an exact quote within 48 hours of a free call.

01

Typical investment

Single workflow audit & fix

$150 – $400
02

Full workflow review

up to 10

$600 – $1,200
03

Full workflow review

10+ workflows

$1,200 – $2,500
04

Full Portal Rebuild

complete cleanup & fix

$1,500–$4,000

On a retainer? No separate quote

If you're on a HubSpot support retainer, this work is covered by your monthly hours — no separate project quote needed.

See retainer plans
Book a System Audit

Includes rebuild, testing and plain-English documentation for every workflow. Re-enrollment logic, exit criteria and conflict checks included.

Get your workflows fixed

Start with a free audit and we'll tell you exactly which workflows need attention — and what it'll take to fix them.