HubSpot CRM Health Check

Maybe it was set up by someone who's since left. Maybe contacts have been piling in for years with no clear strategy. Maybe half the properties are unused, lifecycle stages are wrong, and the lists are a tangle of old segments nobody can explain.

Now you're trying to run campaigns from a database you don't fully trust. Open rates are low. Reporting doesn't tell you anything useful. And somewhere in the back of your mind, you know the problem is the data — you just don't know where to start.

That's what this audit is for.

I've spent 25 years in marketing, most of it hands-on inside CRM platforms — building, cleaning, and getting them to actually work.

My most recent project was a HubSpot database that had grown to over 7,000 contacts with no clear segmentation strategy. I cut it to 1,000 ICP-aligned accounts, rebuilt the lifecycle stage architecture, and the team finally had a CRM they could trust.

I'm not an agency, and I'm not a HubSpot reseller. I'm a practitioner who's been on the platform for years and knows where the problems usually hide.

01	A written report Covering every area above — clear, no jargon., stale records, missing data fields.
02	A prioritised action list What to fix this week, what can wait.
03	Delivered within 48 hours Of access being granted to your portal.
04	Optional 30-minute call To talk through anything in the report.