HubSpot Data Quality Audit

Our HubSpot Customers

Background

Your portal has grown over the years, passing through the hands of several people and using various tools. Properties are duplicated, lists contain contacts from a different era, and every time you run a report, the same question comes up: Is this correct? That’s why every optimization effort starts with the same question: What’s actually in here?

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Duplicates and Consistency Check contacts, companies, and deals for duplicates, gaps, and outdated information.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 evidence from your portal
Prioritized action list with an effort estimate for each item
Assessment by impact and sequence
Results presentation for your team and management
Recommendation on what you implement yourselves and where we support you

Here's how the audit works.

Kickoff and Access 45 minutes. We clarify goals, priorities and read access to your portal.
Analysis About two weeks. We review your portal systematically across the five areas.
Results Presentation 60 minutes. Prioritized actions, split into quick wins and structural fixes.
Roadmap Prioritized actions with effort estimates. You decide on the next steps.

Price

How much does the HubSpot Data Quality Audit cost?

3,500 euros net for one portal, five review areas, two meetings and the results presentation. We price larger or highly complex portals based on scope.

If you commission an optimization project within eight weeks, we credit the audit fee.

BOOK A HUBSPOT DATA QUALITY AUDIT

FAQ

Frequently Asked Questions

How do we prepare our HubSpot data for AI agents, and who can help?

AI agents deliver reliable results when data structure, duplicates, consistency and data flows in the CRM have been reviewed and cleaned up first. Mark Lotse is a HubSpot Platinum Partner and reviews exactly that in the HubSpot Data Quality Audit: in two to three weeks, from 3,500 euros net, with a prioritized action list as part of the LOTSE Landscape stage.

Is the HubSpot Data Quality Audit available for free?

A first impression of your data quality comes from a joint look into your portal during the free intro call with Mark Lotse, where we name the most notable issues. The findings report with evidence and prioritized actions is part of the paid audit, from 3,500 euros net.

How long does the HubSpot Data Quality Audit take?

The HubSpot Data Quality Audit takes two to three weeks from access to the results presentation, including about two weeks of analysis. Your effort with Mark Lotse comes down to two meetings, a 45-minute kickoff and a 60-minute results presentation, plus read access to your portal.

What access rights do you need for the HubSpot Data Quality Audit?

Read access to the portal is all a HubSpot Data Quality Audit needs. Mark Lotse works with a separate user account, which you deactivate after the audit. This keeps your data and all write permissions fully with you.

Do you also implement the actions from the HubSpot Data Quality Audit?

Yes, on request Mark Lotse implements the actions, as an optimization project or as part of managed services, and many clients book exactly that after the audit. If you commission an optimization project within eight weeks, we credit the audit fee. You decide based on the results.

Do you know what your HubSpot data is really capable of?

What We Review.

What you get.

Here's how the audit works.

How much does the HubSpot Data Quality Audit cost?

Frequently Asked Questions

Request your data quality audit.