How a 60-Second Scan Exposed a CRM's
Hidden Problems
CORE AREAS AUDITED
CHECKS RUN
AUDIT RUNTIME
READ-ONLY ACCESS
AUDIT RUNTIME
READ-ONLY ACCESS
The client is a mid-sized industrial company with around 200 employees running HubSpot across Sales, Marketing, and Service. Built by several admins over four years, dirty data had quietly begun costing the business pipeline, productivity, and trust in its own reports.
From a Vague Sense of Mess to a Clear Picture
HubSpot was capturing data well, but the team no longer trusted what came out of it. Forecasts felt inflated, reporting took days, and leadership kept asking questions the CRM could not answer cleanly.
The goal was straightforward:
See the specific problems, not just the symptoms
Identify which issues hurt forecasting and reporting the most
Get a prioritized plan to fix them
The team ran the Arissa International HubSpot data audit before committing to any cleanup.
Who This Solution Is For
This approach fits teams that:
Run HubSpot across Sales, Marketing, and Service
Inherited a portal built by multiple admins
Rely on pipeline forecasts; they no longer fully trust
Suspect dirty data, but cannot point to where it hides
The Challenge
A Capable CRM the Team Could No Longer Trust
Years of quick fixes had left the data quietly broken in ways the team could feel but not prove.
Untrustworthy Reporting
Numbers shifted depending on who pulled them, and every forecast review came with caveats.
Inflated Pipeline
Stale deals and missing close dates hid which opportunities were real.
Manual Data Fixes
Reps and ops spent their time patching records instead of selling.
Unowned Assets
Workflows, lists, and properties with no clear owner created reporting noise and risk.
$12.9M
PER YEAR
Gartner research puts the average cost of poor data quality at $12.9 million a year for the typical organisation.
Dirty data is a financial problem, not just a tidiness one.
HUBSPOT DATA AUDIT
See What a HubSpot Data Audit
Reveals About Your Portal
The Solution
A HubSpot Data Audit Across 13 Core Areas
The Arissa HubSpot data audit connects through read-only access and runs more than 100 checks across 13 core objects, returning an overall health score with a section-by-section breakdown in about 60 seconds. No data leaves HubSpot, and nothing is written back.
| # | Object | What It Checks |
|---|---|---|
| 01 | Dashboard | Composite health score across all 12 subsystems |
| 02 | Contacts | Duplicates, missing emails, lifecycle drift, attribution gaps |
| 03 | Companies | Domain matching, industry gaps, ABM segmentation health |
| 04 | Deals | Stale deals, missing close dates, pipeline velocity, lost-deal audit |
| 05 | Tickets | SLA breaches, unassigned queues, response time gaps |
| 06 | Lists | Empty lists, list bloat, abandoned active lists |
| 07 | Tasks | Overdue tasks, ghost tasks, activity-to-deal correlation |
| 08 | Governance | Super Admin sprawl, dormant users, role hygiene |
| 09 | Automation | Orphaned workflows, re-enrollment loops, paused flows |
| 10 | Forms | No-submission forms, conversion drop-off, duplicate logic |
| 11 | Properties | Unused properties, fill-rate collapse, naming inconsistency |
| 12 | Owners | Workload imbalance, deactivated owners, broken rotation |
| 13 | Email Engagement | Bounce trends, attribution, rep-vs-marketing engagement split |
What the Audit Surfaced for This Portal
What Arissa Did Next
With the findings prioritised by impact, Arissa mapped and implemented a focused cleanup plan:
The cleanup ran in phases, starting with the pipeline and database fixes that moved forecasting first.
- Contact deduplication and standardisation
- Pipeline restructuring with clear owners and close dates
- Workflow optimisation and dormant flow cleanup
- Property cleanup to reduce reporting noise
- Governance fixes for roles and permissions
- Attribution corrections across marketing and sales
The Results
Clean Data and Reporting the Team Could Trust
Within three months of the audit and the cleanup that followed:
64%
→
86%
Forecast Accuracy
$420K
Pipeline Reactivated
2 days
→
½ day
Monthly Reporting Time
+13%
Email Engagement
64%
→
86%
Forecast Accuracy
$420K
Pipeline Reactivated
2 days
→
½ day
Monthly Reporting Time
+13%
Email Engagement
Each rep recovered approximately three to four hours per week previously lost to data fixes
Turn a 60-Second Audit Into a Cleaner Pipeline
Overall Impact
Beyond the numbers, the audit changed how the team worked.
Clarity
data problems became a specific, ranked list the team could act on immediately.
Confidence
leadership trusted the pipeline number again, and forecast reviews became straightforward.
A repeatable habit
a regular audit cadence kept data hygiene consistent and the CRM reliable.
CONCLUSION
The HubSpot data audit did not replace the CRM. It worked like a diagnostic on top of it — fast and specific, showing exactly where the data was costing the business and what to fix first, in under a minute and at no cost.
Want a Senior Architect to Walk You Through Your Findings?
Key Takeaways
Four things every HubSpot team should know about data audits
A HubSpot data audit reviews 13 core areas and surfaces hidden issues in specific, actionable detail.
It is free, read-only, and finishes in about 60 seconds.
Clear findings make remediation faster — the team fixes the right things first.
Run regularly, it keeps data hygiene a routine instead of a once-a-year scramble.
A HubSpot data audit reviews 13 core areas and surfaces hidden issues in specific, actionable detail.
It is free, read-only, and finishes in about 60 seconds.
Clear findings make remediation faster — the team fixes the right things first.
Run regularly, it keeps data hygiene a routine instead of a once-a-year scramble.
FAQ
Frequently Asked Questions About HubSpot Data Audits
What Is a HubSpot Data Audit?
A HubSpot data audit is a structured review of your CRM that checks data quality across contacts, companies, deals, workflows, and properties. It surfaces specific issues — duplicate contacts, stale deals, unowned workflows — so teams know exactly what to fix and in what order, rather than guessing where the problems are hiding.
How Long Does a HubSpot Data Audit Take?
The Arissa HubSpot data audit runs in about 60 seconds through read-only access. It scans 13 core areas and runs more than 100 individual checks, then returns an overall health score with exact counts of every issue found — no waiting, no back-and-forth.
What Problems Does a HubSpot Data Audit Find?
It finds duplicate and incomplete records, lifecycle stages that have stopped updating, stale deals with no close date, workflows running without goals, unused properties with low fill rates, and attribution gaps between marketing and sales — the issues that quietly distort forecasting and reporting over time.
Is the Arissa HubSpot Data Audit Really Free?
Yes. The audit is completely free and read-only. Your data never leaves HubSpot, nothing is written back to your portal, and you receive a complete health score across 13 core areas in about 60 seconds with no commitment required.
How Did Arissa Help This Team After the Audit?
Arissa ran the audit to surface the portal’s hidden issues, then worked with the team to implement fixes across contacts, pipeline, workflows, properties, and governance. The result was reactivated stalled pipeline, improved forecast accuracy, and a CRM the leadership team could rely on again.