If you commission an optimization project, we will bill you for the audit within eight weeks.
Our HubSpot Customers
Background
Scope of Services
What We Review.
Data Structure and Properties We thoroughly review objects, required fields, field logic, and redundancies.
Duplicates and Consistency Check contacts, companies, and deals for duplicates, gaps, and outdated information.
Segmentability How well do data, target audiences, campaigns, and personalization all work together?
Processes and Reporting Where do automations generate poor-quality data, and are your reports reliable?
Data Sources and Data Flows Where does the data come from, and where is quality lost?
What you get.
- Findings Report with supporting documents from your portal
- Prioritized list of actions with a cost estimate for each item
- Evaluation Based on Impact and Order
- Presentation of Results to the Team and Management
- Recommendations on what you can do on your own and where we can help
Here's how the audit works.
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01.
Kickoff and Access 45 minutes. We'll clarify your goals, priorities, and read access to your portal.
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02.
Analysis About two weeks. We'll review your portal systematically across the five areas.
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03.
Presentation of Results 60 minutes. Prioritized actions, broken down into quick wins and structural fixes.
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04.
Roadmap Prioritized actions with associated costs. You decide on the next steps.
Price
How much does the HubSpot Data Quality Audit cost?
FAQ
Frequently Asked Questions.
Is the HubSpot Data Quality Audit available for free?
You’ll get a first impression during the free initial consultation. During that session, we’ll review your portal together and identify the most notable issues. The findings report—including supporting documentation and prioritized actions—is part of the paid audit.
How long does the HubSpot Data Quality Audit take?
It takestwo to three weeks from the time we receive your data until the results are presented. All you need to do is schedule two meetings and provide read access.
What access rights do you need?
Read-only access to your portal is sufficient. We'll use a separate user account, which you can deactivate after the audit.
Are you also implementing the recommendations from the HubSpot Data Quality Audit?
Yes, if you'd like. Many customers sign up for an optimization package or managed services after the audit. You can decide based on the results.
Is the audit a prerequisite for AI projects?
Yes. AI works with your data, and the audit shows whether the foundation is sound. It's part of our LOTSE situational awareness.
Request your data quality audit.
We'll get back to you within one to two business days to schedule the kickoff meeting with you.