HubSpot Property Audit
Audit your HubSpot properties for unused fields, naming issues, and data quality problems. Get a phased cleanup plan.
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Catalogs every property across contacts, deals, and companies in your HubSpot portal with fill rates per field. Gives you a complete picture of what exists in your schema, what is actually being used, and what is dead weight -- the visibility HubSpot's property settings page never provides.
Scores your portal's property health on a letter scale based on naming consistency, usage rates, data type correctness, and duplicate field detection. One number that tells you whether your CRM schema is clean or quietly degrading your reports and automation reliability.
Delivers a structured remediation roadmap: Phase 1 (safe to delete -- unused fields with <5% fill rates), Phase 2 (consolidate duplicates -- e.g., lead_source vs leadSource vs Lead Source), Phase 3 (restructure types -- text fields that should be dropdowns, numbers stored as strings). Each phase is sized so your team can tackle it incrementally.
Provides naming conventions, property creation guidelines, and a recommended quarterly audit cadence to prevent future sprawl. Turns a one-time cleanup into an ongoing discipline that keeps your CRM schema maintainable as your team and integrations grow.
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