HubSpot Clean Up Checklist

Keep it accurate. Keep it actionable.

CONTACTS

•  Confirm correct First + Last Name
•  Confirm or update Email Address
•  Add Phone Number (if available)
•  Assign Company / Account Name
•  Assign correct Owner
•  Set correct Lifecycle Stage (Lead, MQL, Customer, etc.)
•  Add any missing job titles

COMPANIES

•  Make sure Companies are linked to Contacts
•  Confirm Company Name + Domain
•  Add Industry (if blank)
•  Confirm correct Region / Rep Ownership
•  Clean out duplicates

DEALS (if applicable)

•  Check that Deals are tied to Contacts & Companies
•  Confirm Deal Stage is current
•  Add missing close dates or amounts
•  Close out dead or inactive deals

NOTES & TASKS

•  Add notes from recent calls/emails
•  Set follow-up tasks or reminders
•  Log any marketing needs or asset requests

MARKETING USABILITY

•  Confirm opt-in for email (if applicable)
•  Add Tags or Lists for campaign targeting
•  Use consistent naming/labeling (for filtering & segmentation)