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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 but never invents an amount, close date, next step, stage, or duplicate decision.
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
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
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
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, next steps, loss reasons, 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.
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
Loading profiles…
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