Her Best Life exists to help high-performing women build wildly successful businesses without burning out or doing it alone. That mission deserves a back-end system that runs just as confidently as the women it serves.
It happens in every growing account. Over time, the CRM becomes a confusing mess instead of a tool you can confidently trust.
This audit changes that.Your list is one of your most valuable assets. This section gives you the full picture of what is actually in it.
We pull high-level counts across:
- Duplicate contact records
- Missing or malformed fields
- Bounced contacts
- Unengaged contacts
No individual contacts get flagged or reviewed. This is about the numbers — the overall health of your data at a glance.
Tags are how Keap knows who to talk to and when. If the tag structure is messy, the whole system works against you.
We review your full tag list: total count, naming conventions, redundancy and overlap, and gaps in best practices. The most important thing we identify is which tags are actively driving automations. That single piece of information tells you which tags actually matter — and which ones are just noise.
We review your automations and produce a clear, organized list of what is active versus what is dormant.
Where we spot potential issues inside active automations, we flag them. You get a clean, readable inventory with honest notes — so you know exactly what your system is doing right now.
Hit The Inbox already provides a monthly email health report for Her Best Life. This section formalizes and expands that work into the audit.
The monthly report tracks what is happening. This section explains what it means.
We document marketable versus non-marketable contact counts, an engagement trend overview, and an opt-in hygiene summary. Clean compliance numbers protect your sender reputation and keep your emails landing where they belong.
You have two pipelines in Keap. We review both — how they are set up and how they are currently being used — and provide forward-looking best practices guidance for making them work harder for you.
This is not a teardown. It is a review plus practical recommendations grounded in what you already have.
The tag and automation work is where the greatest time is invested. Reviewing naming conventions, mapping which tags drive automations, and building a clean active/dormant inventory takes careful, methodical work. That depth is what makes the report actually useful.
Reply with your approval and we will send the agreement and invoice right away.
On the other side of this is a CRM you can open without dread.
Tags that mean something. Automations you can trust. A list you feel confident sending to.
That is what this audit gives you.
This proposal is confidential and prepared exclusively for Her Best Life.