Monthly HubSpot CRM Health Audit Checklist
TL;DR
- Run a monthly health check with key areas: data integrity, workflows, properties, reporting, and integrations.
- Use a scoring system to flag issues: no action needed, needs improvement, or urgent attention.
- Turn findings into prioritized actions, track progress, and keep your CRM clean and efficient.
Why a Monthly Audit Matters
Even well-structured CRMs drift over time. Users join, workflows change, and data catches duplicates. Regular audits prevent degradation—keeping your CRM efficient, aligned, and reliable.
1) Audit Categories & Focus Areas
Use Hub’s 58-Point Audit (simplified):
- Companies & Contacts: check duplicates, incorrect associations.
- Deals & Pipelines: remove stalled stages, redundant pipelines.
- Lists & Segmentation: clean up overgrown or stale lists.
- Dashboards & Reports: archive unused, update filters.
- System & Integrations: verify active, accurate syncing tools.
Broader CRM best-practice checks include:
- Data Quality & Usage: check for duplicates and accuracy.
- CRM Usage: monitor login rates, inactive users.
- Integrations: confirm data sync accuracy and functionality.
- Reporting: ensure reports align with goals and provide needed insight.
- Goal Alignment: revalidate that CRM reflects strategic shifts.
2) Audit Workflow
| Step | Action |
|---|---|
| 1 | Export health metrics and data samples |
| 2 | Review each category; mark status: OK, Needs Improvement, Urgent |
| 3 | Prioritize fixes – focus on High urgency, High impact |
| 4 | Assign tasks with deadlines to team members |
| 5 | Document fixes and measure results next month |
3) When to Audit
- Conduct routinely (monthly or quarterly).
- Add an end-of-year intensive audit for deep cleanup.
- Or audit after major portal upgrades, onboarding waves, or new Hub rollout.
Pro Tips
- Keep an audit tracker with status, owner, and update dates.
- Treat each fix as an opportunity for process training—prevent recurring issues.
- Don’t let unused properties or workflows linger—archiving avoids future confusion.
FAQ
Q: What should a CRM audit cover?
Contacts, deals, lists, workflows, dashboards, integrations, usage habits, and alignment to business goals.
Q: How often should I audit my HubSpot CRM?
Audit monthly for hygiene, and deeply at year-end or after major changes.
Q: How do I score audit items?
Use a simple system: OK, Needs Improvement, Urgent—then prioritize accordingly.
Q: Who should own the audit process?
Assign a CRM admin or operations lead to manage the checklist, assign follow-ups, and ensure accountability.
Q: What’s the goal of a CRM audit?
Ensure your system stays lean, accurate, and focused—maximizing efficiency, user alignment, and clean data for decisions.