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

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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.

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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.

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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.

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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.

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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.

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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.

Frame (6)
01

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
02

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
03

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
04

HubSpot Onboarding

2–3 hubs

$300 - $600

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 plans
Book a System Audit

Scope depends on the number of hubs, pipelines, custom properties, workflows and integrations required. Includes 30-day post-launch support

Start with a free data audit

Tell us about your portal and we'll give you an honest assessment of your data quality — and what it would take to clean it up.