HubSpot Data Audit

What is it?

Our HubSpot Data Audit is essentially a CRM MOT, looking under the bonnet of your system, exploring how your team are using it and assessing the cleanliness of your data. As HubSpot Gold Solutions Partners, we’re then able to offer expert-led advice, suggest quick-win improvements and list actions that will help you make the most of your subscription, whilst complying with GDPR and best practices.

What’s included?

Data Hygiene: Identify outdated, duplicate, or incomplete records; establish rules for regular data cleaning and validation.

Data Quality & Cleanliness

Standardisation & Formatting: Review data fields for consistency and create standardised input guidelines.

Completeness & Accuracy: Assess fields for completeness and accuracy, flagging incomplete entries to follow-up.

Property Management: Review all properties and custom fields to ensure they are relevant and consistently used.

Redundant Properties: Identify redundant, outdated, or unused fields to simplify data management.

Hierarchical Organisation: Assess the structure of data categories to ensure logical hierarchy.

List Management: Check active and static lists for segmentation accuracy.

Segmentation Criteria: Evaluate segmentation criteria to ensure that they are correctly defined and meet requirements.

Data Filters & Rules: Review list filters to avoid excluding or misclassifying records.

Privacy Compliance: Verify compliance with data privacy regulations (e.g., GDPR).

Data Retention Policies: Confirm data retention settings and policies, and recommend what to archive or delete.

User Adoption: Review user interaction with data management tools to identify under-utilised features.

Training Gaps: Make recommendations for training on best practices.

Data Accuracy in Reports: Evaluate the accuracy of data used in reports and dashboards.

Metric Definitions: Recommend key performance metrics.

What do we deliver?

Standard Data Audit

  • A PDF audit report of all findings listed above including recommended next steps.

  • 45 minute follow-up call to discuss the report's findings and recommendations and how we can help.

    Cost: £1200 (ex VAT)

Data Structure & Custom Properties

Filters & List Accuracy

Compliance & Privacy

Data Usage & Adoption

Reporting & Data Accuracy

What we look at

Advanced

Advanced Data Audit

  • A more in-depth PDF audit report of findings and recommendations. This will include highlighting areas where data quality can be improved, such as contact properties and lifecycle stages, and provides recommendations for standardising data fields, cleaning duplicate or outdated entries, and optimising data flows for better reporting and segmentation.

  • 1-hour in-depth session with the DT team to discuss the report's findings and recommendations, including recommended next steps and how we can help.

  • The DT team will be on hand if you have any questions before, during or after the audit.

    Cost: £2500 (ex VAT)

Standard

Why carry out a data audit? 

Your CRM system is only ever as good as the data you keep within it. By being diligent and keeping your house in order, you’ll be able to use the functionality to its fullest potential, make the most of your investment, and generally increase efficiency. Carrying out a data audit is essentially a chance to have a spring clean, and ensure the data in your system is up to date. 

Read more about the benefits of carrying out a HubSpot data audit.

Want to get started?

Get in touch by clicking here or book a call with Yiuwin to explore how a Data Audit could help you and your company get the most out of your HubSpot subscription.

“The team at Disruptive Thinking helped us reconfigure the system to suit how we work today and how we want to work moving forward.”

- Sophie Smith, Head of Growth, ASquared