New Contact Hygiene Workflow
Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated company, and branches on completeness. Must be built manually in the HubSpot UI due to API limitations.
Cleanup Lead Owners
Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.
Enrich Industry
Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.
Standardize Geo Values
Convert inconsistent country and state/region formats to standardized values across contacts and companies. Ensures geographic segmentation works reliably.
Weekly Cleanup Routine
A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data quality sampling. Quick early warning system, not a comprehensive audit.
Suppress Ghost Contacts
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Build Smart Lists
Create foundational segmented lists for marketing and sales operations. Includes a master sendable list, ICP-based lists, persona lists, engagement lists, and behavioral lists. All active (dynamic) lists.
Merge Duplicate Companies
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Cleanup Dashboards
Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.
Enrich Company Name
Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
Cleanup Workflows
Audit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled contacts, workflows turned off for 90+ days, and test workflows.
Cleanup Properties
Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp properties, and obsolete form fields.
Create Icp Tiers
Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.
Quarterly Database Cleanup
Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.
Create Segment Lists
Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.
Cleanup Forms
Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any page, and test forms left over from development.
Suppress Global Unsubscribes
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Delete No Email Contacts
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Backfill Geo Data
Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.
Review Bounced Contacts
Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged contact. Prevents over-suppression while removing truly bad data.
Reassign Deactivated Owners
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Lifecycle Progression Workflow
Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a specific event (score threshold, meeting booked, deal created, deal won).
Hubspot Implementation Plan
Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Use after running /hubspot-audit.
Cleanup Deals
Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.
Bounce Monitoring Workflow
Build a workflow to protect sender reputation through automated bounce monitoring. Auto-suppresses contacts above a configurable bounce threshold, alerts on hard bounces, and flags high-bounce contacts for weekly manual review.
Cleanup Lists
Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by any workflow or email, and overlapping list criteria.
Assign Unowned Contacts
Assign an owner to marketing contacts that have no owner. Ensures every marketable contact has accountability for follow-up, proper lead routing, and accurate owner-based reporting.
Build Lead Scoring
Create a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring tool. Replaces the deprecated HubSpot Score property.
Hubspot Audit
Run a comprehensive HubSpot CRM database audit. Analyzes contacts, companies, deals, engagement, data quality, and deliverability. Use when starting a CRM cleanup, onboarding a new client, or performing quarterly health checks.
Fix Lifecycle Stages
Ensure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records stuck at disallowed stages, and creates prevention workflows to stop future gaps.
Suppress Hard Bounced
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Watch Video
Watch and analyze local or directly downloadable public videos using platform captions and timestamped frames. Use for summaries, chapters, visual evidence, comparisons, and finding moments.
Engagement Suppression Workflow
Build a two-tier sunset workflow that re-engages dormant contacts before suppressing them. Tier 1 triggers a re-engagement campaign after a configurable inactivity window. Tier 2 suppresses contacts that fail to re-engage within a configurable re-engagement window.