Data cleanup
Clean data is the foundation everything else runs on.
Duplicate contacts, invalid emails, inconsistent properties, contacts in the wrong lifecycle stage. We clean it, consolidate it, and set the standards that keep it clean going forward.
What we clean
The most common data problems we fix
Duplicate contacts
Contacts created multiple times from different sources — forms, imports, integrations. We identify, merge and deduplicate. We also set up rules to prevent duplicates being created going forward.
Invalid and bounced emails
Invalid email addresses that are hurting your sender reputation. Hard bounces that haven't been properly suppressed. Contacts with test emails from old form submissions.
Inconsistent property values
Industry set as "Tech", "tech", "Technology", "SaaS" — all meaning the same thing. We standardise values across your most-used properties so your segments and reports actually work.
Wrong lifecycle stages
Contacts still in "Lead" who closed two years ago. Customers sitting in "Prospect". We audit lifecycle stage assignments and reset them based on actual deal and contact history.
Missing company associations
Contacts with no associated company, or associated to the wrong company because of an import error. We match, merge and associate — so your account-based reporting makes sense.
Dead properties
Custom properties created for a campaign in 2021 that nobody uses anymore — cluttering every contact record and making your portal harder to navigate. We audit, archive and remove.
How we approach it
Clean once. Stay clean.
We clean the existing data
Before touching anything, we export a backup. Then we work through the issues systematically — deduplication, standardisation, re-association, lifecycle stage correction. Every change logged so you can see exactly what was done.
We set up rules to prevent recurrence
A one-time clean is only half the job. We configure deduplication workflows, property validation, form field rules and integration settings that prevent the same problems from building back up over the next 12 months.
We document the data model
A plain-English guide to your CRM's data structure — what each key property is for, what the valid values are, how lifecycle stages are defined, and what team members should and shouldn't be editing.
We train your team
The most common cause of data degradation is the team not knowing the rules. We run a short training session on data entry standards — what to fill in, how to fill it in, and what happens if you don't.
Typical investment
HubSpot data cleanup
Every project is scoped individually — these ranges reflect typical engagements. We'll give you an exact quote within 48 hours of a free call.
Up to 10,000
contacts
10,000 – 50,000
contacts
50,000+
contacts
Prevention rules setup
On a retainer? No separate quote
If you're on a HubSpot support retainer, this work is covered by your monthly hours — no separate project quote needed.
See retainer plansIncludes deduplication, property standardisation, lifecycle stage correction and company re-association. Prevention workflows included on request.
Don't see exactly what you need?
We build custom HubSpot modules and themes to order. Tell us what you're trying to build.