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OverviewTHE TONKIN GROUP • REVENUE SYSTEMS CONTROL ROOM
The Pipeline Hygiene
WelcomeAccessClarity through action. Find the problem, understand the business impact, open the exact HubSpot record, and follow a practical repair plan.
PREVIEW MODEViewing as ClientYour signed-in role has not changed.
HubSpot connection is not configured.Add the HubSpot private-app token in Render to run live assessments.
Open setup guide
Do this first0 critical
Scanning for urgent issues
The highest-priority recommendation will appear here.
Open HubSpotQuick links
HEALTH DOMAINS
What is healthy, and what needs attention
Priority recommendationsSimple action plan
30-day optimization roadmapSequenced
DETECT • PRIORITIZE • CORRECT • VERIFY
Pipeline Hygiene Center
A single control room for stale deals, stage aging, ownership gaps, missing forecast data, orphaned opportunities, and pipeline risk.
--hygiene score
HealthyWatchAt riskCritical
Pipeline exposureLoading
Hygiene coverageScanner readiness
OWNER ACCOUNTABILITY
Risk by deal owner
STAGE FLOW
Pipeline and stage breakdown
PRIORITY QUEUE
Deals requiring attention
The Pipeline Hygiene ranks the riskiest opportunities using verified CRM activity, ownership, amount, close-date, stage-aging, and association signals.
GUIDED OPTIMIZATION
Guided Fixes
Every recommendation is translated into plain English and a click-by-click checklist.
0%steps completed
APPROVE • EXECUTE • VERIFY
Autofix Center
The Pipeline Hygiene prepares safe HubSpot repairs, shows the exact records and changes, then runs them only under the selected rule mode.
0waiting for approval
ApprovalRunningVerifiedClickUp completed
RULE CONTROLS
Choose manual, approval, or automatic
APPROVAL QUEUE
Review proposed changes
AUDIT FOOTPRINT
Who approved it, what changed, and why
INVESTIGATE • PROPOSE • EXECUTE • VERIFY
Agentic Remediation Center
Specialized agents investigate The Pipeline Hygiene findings, perform only allowlisted HubSpot actions, preserve evidence, and keep ClickUp open until the full finding is verified clean.
0agent approvals
ApprovalInvestigatingRecord verifiedFinding verified
SPECIALIST AGENTS
Who handles each kind of cleanup
AGENT APPROVAL QUEUE
Evidence-backed changes waiting for review
AGENT AUDIT TRAIL
Actions, evidence, and verification
AUTOMATIC BIRTHDAY OUTREACH
Birthday Automation
A clean monthly view of configured birthday-sequence enrollment. TPH uses HubSpot Birthday (month and day), ignores the year, and automatically enrolls eligible contacts when their birthday arrives.
0today
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RESEARCH • REVIEW • APPROVE • FILL • LOG
Contact Intelligence Center
The TTG Contact Intelligence Agent researches missing business contact details from lawful public sources, prepares evidence for approval, fills only approved blank HubSpot properties, and logs every action on the contact timeline.
0approvals waiting
Public researchApprovalHubSpot verifiedTimeline logged
Intelligence coverageApproval required
APPROVAL QUEUE
Evidence-backed contact fill-ins
Existing values are never overwritten. Company-address fields are written only when one associated company is unambiguous.
CONTACT TIMELINE AUDIT
Research, approval, and verification history
LINKEDIN → TPH → HUBSPOT
LinkedIn Intelligence
Private Conversation Intelligence is the primary workflow: harvest authorized LinkedIn inbox activity, summarize only new conversation content, match the participant to HubSpot, and log an actionable CRM timeline summary. Public profile intelligence supports enrichment.
0conversation summaries
Authorized inboxContact matchAI summaryHubSpot timeline
Primary LinkedIn workflowPrivate messages → CRM intelligence
1. HarvestTPH runs the authorized Apify inbox Task server-side.
2. CheckpointOnly new or changed conversation content is processed.
3. SummarizeNeeds, commitments, latest activity, sentiment, and next action are extracted.
4. Match + logConfident HubSpot contact matches receive a LinkedIn Conversation Summary note.
TPH does not keep a permanent raw-message archive. It persists the summary, HubSpot match, and message fingerprint needed for deduplication.
LinkedIn conversation summariesApify + TPH AI
Conversation safeguardsAuthorized private data
Apify actor/taskPublic professional dataProfile enrichment
LinkedIn company/profile URLs to enrichSecondary intelligence
Public professional profile harvesting supplements the private-conversation workflow. No LinkedIn archive upload is required. Paste one supported LinkedIn URL per line, or use a saved Apify Task.
The Pipeline Hygiene sends these URLs server-side to Apify. Your Apify API token is never exposed to the browser.
Latest public profile intelligenceApify
Profile safeguardsResponsible use
AI AGENT • WORDPRESS CONTENT HYGIENE
Blog Category Intelligence
Detect posts that are Uncategorized, choose the best existing WordPress category using AI, update the live WordPress post automatically when confidence is high, and keep an audit history.
0need category
Existing categories only.
AutomaticThe agent never invents or creates a new WordPress category. It selects from the current TTG category taxonomy, replaces Uncategorized only when confidence clears the configured threshold, and leaves uncertain posts for review.
AssignedNeeds categoryLow confidence
Uncategorized posts0 flagged
Publishing schedule0 scheduled
Agent history0 runs
HUBSPOT → CLICKUP
ClickUp Task Center
The Pipeline Hygiene creates one ClickUp master task per finding, blocks duplicates, syncs status, and completes the task automatically after a verified HubSpot repair.
0active actions
ClickUp automation diagnosticsOpen raw diagnostics ↗
Checking ClickUp configuration…
Auto-queuedOpen in ClickUpImprovingDone or closed
HUBSPOT NATIVE • AEO • GEO • SEO
Search & Content Intelligence
HubSpot is now the primary source of truth for AEO/SEO/GEO hygiene. TPH uses HubSpot-native CMS data for content hygiene and keeps HubSpot AEO as the authoritative workspace for brand visibility, prompt tracking, citations, competitor share of voice, and native recommendations.
--HubSpot hygiene
Supercurve monitoring is retired for this center.
Source: HubSpot native
TPH no longer treats a third-party AEO monitor as the source of truth. Search intelligence is HubSpot-first, with WordPress used only where the live blog/category data actually lives.
HubSpot AEO source of truthNative
HubSpot SEO / content hygieneChecking
NATIVE RECOMMENDATIONS
HubSpot-driven hygiene recommendations
TPH prioritizes recommendations from documented HubSpot CMS signals. Native AEO visibility, prompt, citation, and competitor recommendations remain authoritative inside HubSpot AEO.
HubSpot blog publishing schedule0 scheduled
Scheduled, draft, and recently published HubSpot blog assets are shown here so publishing cadence can be reviewed without opening multiple HubSpot screens.
WordPress category hygieneChecking
The live TTG blog categories remain in WordPress. TPH flags posts that are blank or only assigned to Uncategorized and routes them to the Blog Category Intelligence agent.
WordPress technical proofSupporting signal
Rank Math remains available as a supporting WordPress technical check, but it is no longer the primary AEO/SEO/GEO monitoring source. HubSpot is the operating source of truth.
Source policyLive
AUDIT FINDINGS
Every issue, prioritized by business impact
VISUAL HEALTH REPORT
Graphs and dashboards
Track whether cleanup work is actually improving the portal.
Health score trend0 scans
Issues by severityCurrent scan
Record completenessCoverage
Health domain scorecardWeighted
CLIENT VISIBILITY • WEEKLY ACCOUNTABILITY
The Pipeline Hygiene Weekly Updates
A detailed seven-day report covering HubSpot scans and changes, LinkedIn activity, Granola meeting summaries routed to ClickUp, ClickUp task progress, agent work, and health dashboards.
--current health score
VerifiedImprovingIn progressNeeds attention
Weekly health trend7 days
Activity by systemIntegrated work
ClickUp progressMaster tasks
SYSTEM ACTIVITY
What The Pipeline Hygiene did this week
HubSpot and agent changesVerified actions
ClickUp task status and progressActive work
Report notes and integration coverageTransparency
Weekly report archiveLast 52 deliveries
MARKET POSITION • PRICING • DIFFERENTIATION • OPPORTUNITY
Competitive Analysis
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CLIENTresearch view
Developer / Admin access
Developer and Admin can review both The Pipeline Hygiene product market and the client-facing TTG market. Client and Guest accounts only see competitive views explicitly granted to them.
Primary advantageResearch date
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Feature and pricing comparisonPublic pricing
MARKET OPPORTUNITY
Where the advantage can grow
Research sourcesOfficial public pages
CONNECTIONS • CONTROLS • READINESS
System Center
One place to review the operating health of HubSpot, ClickUp, Agentic Remediation, email reporting, scheduled monitoring, and the production safeguards around them.
--systems ready
Integration and automation readinessLive configuration
Safety and operating rulesGuardrails
One ClickUp master task per findingExisting active work is reused instead of duplicated.
Verification before completionTasks close only after the HubSpot finding is confirmed clean.
Approval for judgment-dependent fieldsThe Pipeline Hygiene never invents amounts, dates, stages, loss reasons, associations, or duplicate decisions.
Developer actions remain protectedAuthenticated role permissions protect writes, emails, and Developer-only research; fallback deployments can also require The Pipeline Hygiene action key.
TTG PARENT TENANT • MANAGED CLIENTS
Client Tenant Overview
Portfolio-wide health, integration readiness, unresolved findings, automation status, and the client environments that need attention.
--portfolio health
Managed client tenants0 tenants
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Needs attentionCross-tenant queue
No attention queue loaded yet.
DEVELOPER ADMINISTRATION • MULTI-TENANT CONTROL PLANE
Tenant Management
Add client tenants, configure branding, hide irrelevant TPH sections, assign role permissions, and connect APIs/webhooks without storing client secrets in Render environment variables.
Add client tenantDeveloper only
Credential securitySupabase Vault
No client secrets in the browser or Render ENV
Tenant credentials are written server-side to Supabase Vault. The UI only shows connection status, scopes, timestamps, and safe configuration values.
SecretsHubSpot tokens, ClickUp API tokens, WordPress application passwords, and provider signing secrets are never returned to the browser.
IsolationOperational records and integration configuration remain bound to tenant_id.
PermissionsDeveloper controls tenant setup; tenant sections and role visibility are enforced independently.
Tenants0
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Tenant configurationDraft
Tenant details
Branding
TPH Standard sections
Disable any section that is not relevant to this client. Disabled modules disappear and their API access is blocked.
Role permissions
Control View and Write access for each visible section. Developer access remains platform-controlled.
Access & permissions
Assign a user to this tenant and choose the tenant-level role. Section permissions remain controlled by the TPH Standard section settings.
Integrations
Webhook registration
IDENTITY • SECURITY • PERMISSIONS
Account & Access
Manage your profile and, for Developer/Admin accounts, invite users and control Client and Guest access to The Pipeline Hygiene.
My profileCurrent account
Profile and security
Review your name, region, contact number, email, and assigned permission level.
User administrationDeveloper & Admin
Invitations and permissions
Invite users, assign roles, control Client and Guest section permissions, and disable access when needed.
Access modelInvitation only
Protected operational actions
Access is assigned by profile role and section permissions.
Current profileLoading
User administrationDeveloper & Admin
Invite users directly
Send an invitation, choose the account type, then fine-tune View and Write permissions by section.
User accounts
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Select a profileChoose a user to edit their role, status, and section permissions.
HUBSPOT • CLICKUP • APIFY
Outage Intelligence and Incident Reports
Check official vendor status sources, map each incident to The Pipeline Hygiene workflows, preserve recent incident history, and keep a detailed response record for TTG.
--vendor status
OperationalDegradedPartial outageMajor outage
TPH OUTAGE LOWLIGHTS
Current and recent vendor incidents
Resolved and active vendor incidents are kept here as operational lowlights so TTG can see exactly what happened, which systems were affected, and how the event could impact TPH.
Status-check history0 checks
Incident-report deliveryTTG recipients