Ongoing Maintenance

Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.

Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.

Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.

Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any page, and test forms left over from development.

Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.

Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by any workflow or email, and overlapping list criteria.

Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp properties, and obsolete form fields.

Audit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled contacts, workflows turned off for 90+ days, and test workflows.

Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.

Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.

Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged contact. Prevents over-suppression while removing truly bad data.

A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data quality sampling. Quick early warning system, not a comprehensive audit.