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
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
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
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
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
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
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.
Typical investment
Single workflow audit & fix
Full workflow review
up to 10
Full workflow review
10+ workflows
Full Portal Rebuild
complete cleanup & fix
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 plansIncludes 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.