Find out what's wrong with your HubSpot data before you build on it.
An independent, read-only audit of Contacts, Companies, and Deals against a fixed checklist. You get a scored PDF and a video walkthrough in three business days. We never change your portal.
| Object | Check | Result | Severity |
|---|---|---|---|
| Contacts | Duplicates by normalized email | 4.2% | High |
| Contacts | Lifecycle stage blank | 18.7% | High |
| Companies | Domain blank or malformed | 9.1% | Med |
| Companies | No associated contacts | 2,314 | Med |
| Deals | Open stage, close date in the past | 137 | High |
| Deals | Amount blank in open pipeline | 11.3% | Med |
Diagnosis, not a project.
The audit tells you what's broken, how much of it, and what to fix first. Then it's yours. No retainer, no follow-on required.
Every check scored and ranked
Each object gets a fill-rate, duplicate, and consistency score, with the offending record counts and the filter logic so your team can reproduce every number in HubSpot.
What to fix first, and what to leave alone
A recorded walk through the findings in priority order. Made to be forwarded to whoever owns the cleanup, whether that's your team or an agency.
Same checks every time
The scope is the checklist below. No discovery calls that turn into a proposal, and no findings written to sell you the next engagement.
What we look at, by object.
A fixed set of checks across the three core objects and the associations between them. Built for HubSpot Professional and Enterprise portals.
Contacts
- Duplicates by normalized email and by name + company
- Fill rates: email, name, lifecycle stage, lead status, owner
- Invalid, role-based, and hard-bounced emails
- Contacts with no company association
- Original source and attribution consistency
- Stale records with no activity or engagement
Companies
- Duplicates by domain and by normalized name
- Domain blank, malformed, or free-mail
- Fill rates: industry, employee count, revenue, owner
- Companies with no associated contacts or deals
- Parent / child hierarchy consistency
Deals
- Open deals with close dates in the past
- Amount and close date blank in open pipeline
- Deals stuck in stage beyond pipeline norms
- Missing contact or company association
- Closed-lost reason and closed-won consistency
- Pipeline and stage usage across teams
Cross-object
- Association integrity across all three objects
- Owner alignment between contact, company, and deal
- Lifecycle stage vs. lead status vs. deal stage conflicts
- Property sprawl: custom properties with no or near-zero fill
- Required-property enforcement vs. actual fill
Every check is read-only. We use HubSpot's own filters, exports, and reporting APIs, and we write nothing back to your portal.
Three steps. Three business days.
Request the audit
Tell us your portal tier and rough record counts. We confirm fit and send a prepaid invoice. No call required unless you want one.
Grant read-only access
A view-only user seat or a scoped private-app token with read permissions only. The clock starts when access lands.
Get the report
The scored PDF and the video walkthrough arrive together. Access can be revoked the same day.
Built for one job, so it's clear who it's for.
A good fit if you are
- Leading RevOps, Marketing Ops, or Sales Ops at a B2B SaaS or services company
- On HubSpot Professional or Enterprise
- About to migrate, re-segment, roll out lead scoring, or pipe HubSpot into a BI tool
- Tired of arguing about whether the data is trustworthy without a number to point at
Not the right SKU if you need
- Hands-on cleanup, merges, or workflow changes. This is diagnosis only.
- A HubSpot Solutions Partner engagement. We are independent and not a partner.
- An audit of a Starter or free portal. The checklist assumes Pro or Enterprise features.
- Custom scope. The checklist is fixed by design.
Prepaid, flat. One portal, all three objects, the full checklist.
- Scored PDF report
- Video walkthrough
- Delivered within 3 business days of access
- Invoice and ACH available for pilots