Liz Moorehead
You know how much we love diving into the powerful features and strategies that make HubSpot such a powerful platform for business growth. But here's the thing: none of that matters if your data is a mess. Today, we’re getting into the often overlooked, yet absolutely critical, topic of HubSpot data hygiene.
If you’ve ever felt that sinking feeling when you realize your HubSpot portal is cluttered with duplicates, untitled workflows, or outdated properties, then you know why this conversation is so important.
💥 Related Content:
- Master HubSpot Data Hygiene: The Super Admin's Guide to a Squeaky Clean CRM
- 7 Data Hygiene Strategies to Save Time + Money (+ VIDEO TUTORIAL)
When your HubSpot data is disorganized, it’s like trying to build a house on a shaky foundation. Every campaign you launch, every workflow you create, and every report you generate is compromised by the chaos lurking beneath the surface. You can't trust the data that's supposed to enable smarter, faster decision-making. Your teams will struggle to get their work done. Your traffic, leads, and sales will suffer.
Now, if any of this sounds familiar, don't feel too bad. We’ve all been there, thinking we’ll get to that cleanup later, only to find that “later” turns into months of clutter and confusion. That’s why we’re not just talking about why data hygiene matters; we’re also sharing the practical steps you can take to get your portal back on track. Whether it’s setting up a daily routine, leveraging HubSpot’s built-in tools, or making the most of external resources, we’ve got you covered.
🚀 Learn More: Check Out Our 10-Week HubSpot Super Admin Training Program
We've dedicated this entire episode to the nuts and bolts of data hygiene—because a clean, well-maintained HubSpot portal isn’t just nice to have, it’s essential for driving the results you’re aiming for. There's even a debate about the best way to make scrambled eggs. Yes, you heard that right—scrambled eggs. Trust me, it all ties together in the end. So, let’s roll up our sleeves, dive into the mess, and come out the other side with a HubSpot portal that’s ready to support all the incredible work you’re doing.
Keywords
HubSpot data hygiene, CRM management, duplicate contact resolution, workflow organization, data quality control, HubSpot best practices, CRM maintenance, marketing operations, sales enablement, HubSpot admin tips, HubSpot Super Admin
What We Cover
-
The Real Cost of Dirty Data: We kick things off with George taking us through the very real consequences of letting dirty data fester in your HubSpot portal. This isn’t just about tidiness—messy data can cost you time, money, and even damage your relationships with customers. If you’ve ever wondered why your marketing campaigns aren’t hitting the mark, or why your sales team is struggling to close deals, dirty data could be the culprit.
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Building Healthy Data Hygiene Habits: From daily check-ins to monthly deep dives, we explore the rituals and routines that will keep your HubSpot data in tip-top shape. We discuss how creating a consistent schedule for data maintenance can prevent small issues from snowballing into major headaches. This section is all about practical steps that anyone—from a solo marketer to a large team—can implement to ensure their data stays clean and actionable.
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Tools of the Trade: Max dives into the specific tools and features within HubSpot designed to help you maintain data hygiene, such as the deduplication tool and data formatting workflows. But we don’t stop there—we also talk about external tools like HubSpot Operations Hub that can take your data cleaning efforts to the next level. If you’ve been wondering how to make the most of HubSpot’s capabilities to keep your data pristine, this segment is for you.
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Avoiding Common Pitfalls: George and Max share some of the most common mistakes businesses make when it comes to data management—and more importantly, how to avoid them. From setting up clear naming conventions to understanding the importance of permissions, we cover the key strategies that will keep your data clean from day one. This isn’t just about fixing problems; it’s about preventing them in the first place.
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Max’s Scrambled Egg Test for HubSpot Admins: In a fun yet insightful twist, Max introduces what he calls the “Scrambled Egg Test” to evaluate HubSpot admins’ understanding of data hygiene. It’s a lighthearted metaphor with a serious point: if you can’t make good scrambled eggs, you probably can’t manage clean data either. This segment underscores the importance of attention to detail and understanding the bigger picture when it comes to data management.
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The Great Egg Debate: We wrap up the episode with a completely out of control and chaotic debate about the best way to prepare scrambled eggs—Max and George are divided, Max is offended, and I am here humbly asking you all for help.
And so much more ...
Additional Resources
- Why Go HubSpot? Your Free Ultimate Business Growth Guide
- Why Go HubSpot Service Hub?
- What Is Customer Delight + Who Is Responsible?
- How Have Inbound + HubSpot Changed?
Episode Transcript
Liz Moorehead: Okay. So George and I got to talk. I got to say something for the audience at home.
George B. Thomas: no, boy.
Liz Moorehead: This is, this is a cry for help. I have never seen you so zippy, so feisty to get on the mic because what listeners at home cannot see was you were punching the air. You were holding snacks up to the camera. You
George B. Thomas: my mix nuts
Liz Moorehead: we didn't even get to do our usual banter beforehand.
You were like, Hey,
George B. Thomas: I'm ready to roll today.
Liz Moorehead: I was about to have a conversation about my feelings. And you were like, you know, what else is better? Theme music.
George B. Thomas: Yeah. No, I was so excited I hit the wrong button. So, you know, there's that good but but here's the thing I'm just excited because it's Friday. It's Friday and we're talking about cleaning up stuff and organization and I'm just I'm down with this conversation.
Liz Moorehead: Max, I'm afraid.
Max Cohen: I You know You know why I'm afraid?
George B. Thomas: afraid.
Liz Moorehead: Why?
Max Cohen: when I read this prompt, I, uh, was like, Yeah, you know what? I should pop into the old, uh, Happily Portal.
George B. Thomas: Oh,
Liz Moorehead: Should I let folks at home know what we're talking about?
Max Cohen: and, and, and go ahead and click on the data quality control
George B. Thomas: right. Oh,
Liz Moorehead: ladies and gentlemen, guess what we're talking about today.
Max Cohen: I don't like what I see.
Liz Moorehead: Yeah.
Max Cohen: I do not like what I
Liz Moorehead: This is kind of
Max Cohen: view all, I hit view all property nightmare. It's now been a view all property insights. It's now been a fever dream. I am, um, I hate this.
Liz Moorehead: Look, as a teenager who habitually was like, totally dad, I cleaned my room, but he feet opened the closet like it was an OSHA violation. People were getting hurt. Hard hats were required.
George B. Thomas: mean
other people did that too? I thought that
Liz Moorehead: Heck yeah. Dude. Dude. Dude. Dude. Your
teenage daughters are only
running because I walked before them.
George B. Thomas: Oh, that's Yeah.
Liz Moorehead: My first word
was no, George. I was a nightmare.
George B. Thomas: I think that's any kid to be honest with you.
Liz Moorehead: No,
I thought it was like mom or dad or something
like that.
George B. Thomas: or doody. Anyway.
Max Cohen: What?
Liz Moorehead: Speaking of duty, we're talking about dirty stuff today. We're talking
about your neglected HubSpot portal, because let's, let's be honest, kids, for you listening at home, when was the last time you opened up your HubSpot portal and went, man, I know where
everything is. I know what final, final, untitled workflow means and who built it.
I know what landing page copy, clone, clone, clone. I know what offer that's for, right? Right. We're talking about data hygiene.
Max Cohen: job title and title.
Liz Moorehead: You know what I love? Having,
George B. Thomas: all that is holy, do you have, like, somebody screaming sound effect? Cause in my brain it's like, ah, like, yes, right there. Oh my god.
Liz Moorehead: keep your finger poised
Max Cohen: my god.
Liz Moorehead: screen, Max. Do you know what's totally normal? Having 10 John Doe's in your portal who are all totally named John
Doe.
George B. Thomas: oh, oh! Do you want to know the one thing that completely, like, I just, I giggle, and then steam comes up my
Liz Moorehead: And then cry. Yeah.
George B. Thomas: When I go into a portal. that somebody's in for about a year, two years,
by the way, I seen one that was like four years and I searched for
Brian Halligan
or
Max Cohen: cool
robot.
George B. Thomas: and,
Max Cohen: what about cool robot?
George B. Thomas: and they're still in there and nobody deleted the, the default.
We're going to put some contacts in there. So
it's, they're still in there. And I'm like,
Liz Moorehead: How do you solve a problem like Maria? You don't apparently. So this is what we're talking about today. Kids, data hygiene, the thing you
think that doesn't harm your results, doesn't harm your bottom line.
But we're going to be talking about the real implications of dirty data today. Not just messed up marketing campaigns, not just wasted unproductive hours, but many. And George, this is a topic you are super passionate
about. I've got to be honest, if people were to hit up sidekickstrategies. com, the number of articles you have published over the past two weeks that are like, have you heard about data hygiene? Did you look at data hygiene, ladies and gentlemen, data hygiene, do you have some feelings about
this one?
George B. Thomas: Yo, we just finished a couple weeks ago our first super admin training.
And when we talked
about data hygiene in that training,
Liz Moorehead: Wait, what's super admin training?
George B. Thomas: well, super admin training. Well, we, I mean, I guess I can show for big sidekick. Is that how that would go? I don't know. Um, so, which by the way, we do have a new super admin training starting September 27th.
If you want to go and actually sign up, you can go to sidekickstrategy. com. Go into the main navigation under solutions. You'll see super admin training. If you're somebody who has been risen up. In your organization and you're taking care of what feels like everything. And you're not sure how to talk to the C suite or the people besides you or below you.
If you're dealing with data hygiene or not dealing with it, cause it's in your closet. Well, you might want to check out the super admin training. Anyway, Liz, thanks for that beautiful segue, but we were doing a super admin training. Uh, by the way, last time it was, uh, 12 weeks. This. Time, it's 10 weeks, but there's additional content that you get.
Okay, I'm going to stop. I'm going to stop. Ladies and gentlemen, the amount of epiphany moments and oh crap moments that happened during that session was like mind boggling. And the amount of clients that we've historically helped in cleaning up their data and showing them ways like through portal audits.
And then like, look at all of this. Like it is. It's like, I don't know what to call it. It's like a HubSpot, like, Oh, I don't know. It's it's bad. So yes, Liz, I am passionate about getting people to focus on more regularly the duties,
poopoos, pieces of garbage
that people are leaving, lay around their HubSpot portals.
And helping admins figure out quick ways to visualize and clean up said duties, pooh poohs, and garbages.
Liz Moorehead: Maxie said, duty,
George B. Thomas: I'm gonna see how
Max Cohen: W's in the
shot.
Liz Moorehead: duty
George B. Thomas: like it's my duty to say duty. Okay.
Liz Moorehead: line
from a family guy. Hey, Lois duty, Peter. I'm holding ice
George B. Thomas: Oh my god.
Liz Moorehead: Oh, yeah. My Lois is in
parallel. Hi, Max. After the existential dread you experienced once you realized what we were talking about, and that is a call
coming inside from your own house. Um, tell me your feelings about data
hygiene. In fact, why do you think people overlook it?
You know, it's important. And even you were like, Oh,
Max Cohen: Yeah, I mean, I don't know if it's so much that they intentionally overlook it as much as it is that they just don't pay attention,
Liz Moorehead: well, that's what I mean. Yeah.
Max Cohen: you know, and it's, it's also funny how like other things can just other priorities can just get in the way of this, but then you don't realize how much it can slow things down and screw things up and then you stumble across.
This list of 877, 000 companies that I'm looking right now that came with it from built with, and I'm having a heart attack seeing all this stuff in here. Yeah. I mean, the data hygiene stuff, I mean, we talk about it a lot. I don't know how good everybody is at it. Like HubSpot has a lot of these. Awesome, flashy features that should be helping you, but like clearly even someone who eats drinks and sleeps and lives HubSpot 24 to 7 like I do, um, you know, I'm, I'm taking a good hard look at the mirror right now at this portal that I'm in charge of and very disappointed in myself.
Um,
Liz Moorehead: Well, Max, let's jump. Let's dive in there.
Max Cohen: well, here's, here's the other thing, here's the other thing. The only other thing I'd say about, I think everyone's
constantly looking at like, what's the new cool thing that I can build and the new idea that we have. And the next thing that we can do, the next strategy we
can deploy that we can support
with HubSpot, and here's this cool stuff that we can build to make it happen.
And then you just like, keep forgetting about, well, let's get rid of the old shit that doesn't serve us anymore. That isn't working. The old workflows, the old processes, the old lists, the old properties, the old sections on your records, the old this, the old that, and it's just like, man, it's not working.
You don't pay attention to that stuff. It builds up so fast over time that when you start looking at everything, you're just like, wait a minute, I don't know what is still being used. What's not. And then you have this fear of like, Oh, well that obviously looks like it's something that's like old, dead and gone, but like, what if it isn't?
What if it's tied into something? And it's like, you know, operating something in the background that I just take for granted that I didn't realize is like tied into this giant web of old shit that I haven't. It's just.
George B. Thomas: Damn, dude. Did you even breathe?
Max Cohen: no, I'm just,
George B. Thomas: during that last segment?
Max Cohen: I, l, u, h, e,
George B. Thomas: I
Liz Moorehead: up a lot of feelings because George, you may have noticed, I have taken my mic off the stand, which has only happened one time and hub heroes.
George B. Thomas: yeah, it's
I'm kind of scared right now.
Liz Moorehead: I gotta be honest. I completely agree with you,
Max. I completely agree with you. This is something that people are not paying attention to, right?
Because we're focused on the shiny objects. We're focused on more important things, but I feel like I'm back at the episode we had about, do you just like pain? Right. When we were talking about not embracing AI as
a marketer or a content creator, are you, are you really an artist or do you just
like pain?
And it makes me feel I'm having the same reaction to this conversation right out of the gate because
How are we overlooking it? Because literally we are like, I was making a joke at the beginning, right? Clone, clone, clone, 15 John Doe's. Like we are
interacting with obviously dirty data all the
time. And for some reason we consider it the cost of doing business within HubSpot.
Right. We consider it the cost of doing business without taking a step back and saying, man, let's say on the conservative end, I'm wasting 15 minutes a
day, maybe 30. Right.
That's a few hours each week.
That's how many hours each month. That's how many
hours each year. Like, this is the kind of death by paper cut situation that continues to pile up and pile up and pile up.
So, it's weird. I totally agree with you, Max. We will be in the portal, but we will be handling clearly bad, dirty data all the time. And George, why are we ignoring it? But
George B. Thomas: Yeah. So why answer this? By the way, look at your Riverside settings and change your mic from your iMac microphone built into the actual mic that you moved away with that didn't actually stay with your voice. No, because when you moved away from the, uh, when you did, you're like, I am about to position myself away from my
Liz Moorehead: sounded stupid.
George B. Thomas: No, you're fine.
Liz Moorehead: I gotta leave and come. I have to leave and come back.
George B. Thomas: but, but it sent me down a road of
like, Let me go look. If that's the mic that
actually is like she,
Liz Moorehead: like, who's gonna tell her? Let me hold your hand while I
tell you this. All right, I actually have to leave and come back because for some reason, uh, it's not allowing me to switch.
George B. Thomas: oh, see how, okay, so wait, wait, wait, wait, wait.
Liz Moorehead: I'm here.
George B. Thomas: you leave, oh, max, do you remember the question?
Oh my gosh.
Max Cohen: I'm having a heart
attack looking at my portal right now. Ha, ha, ha, ha, ha, ha,
George B. Thomas: left the squirrels alone. Come on. She's supposed to hurt. Hurt the squirrels. Okay.
Max Cohen: ha, ha.
George B. Thomas: By the way, no, I don't take this part out because this is just how the show is. So,
Liz Moorehead: serious? You have to make me look like an asshole.
George B. Thomas: no, no, I mean, I'm just saying because I literally, like, when you left, I go, crap, what was the question?
And Max said, I don't know, I'm having a heart attack looking at my portal.
Liz Moorehead: Mom leaves for five min seconds and you can't
keep the show, George. I wa Yeah. You know what, Noah? Keep this
- Keep this
part in.
George B. Thomas: oh God,
Liz Moorehead: So let me cut
this straight. I leave for five
seconds and the whole show falls apart. I just want everybody to acknowledge I may not be able to pick the right
- I may not be able to pick the right
George B. Thomas: It's the right mic.
now.
Liz Moorehead: So my
Max Cohen: fine, we can't pick the right words.
Liz Moorehead: Muffin, light of my life.
George B. Thomas: Yeah.
Liz Moorehead: The question was, why are we willfully turning a blind eye to something we deal with every day? How, how have we developed dirty data blindness?
George B. Thomas: I don't, I don't think we're willfully doing it, but I do agree with you that it is a blindness. And, and here's the thing. One, my brain goes to the fact that listen, I get it. It's not sexy. It's not the shiny new thing. However, like Max said that you're chasing the shiny new thing. But what I want everybody to understand is you're building the shiny new thing on a shitty foundation.
Like the data is your foundation
to be able to do all the smart things that you want to do from a sales marketing and service perspective. And so not paying attention to that data being clean. Not, uh, paying attention to setting permission. So not everybody can create properties. Um, not putting things in like teams and actually like organizing and having a method to your madness is opening you up for, uh, this playground where people can just drop the duty, the garbage and all the stuff in your portal.
And so here's the thing. If you're sitting here listening to this, uh, and you want to get rid of this blindness blindness to dirty data in your portal, then here's the thing you have to come up with systems and processes that focus on letting you know when there is new data or dirty data that should be cleaned up and you need to create a timeframe in which this process.
Actually happens. So for instance, one of the things that we love to do is we love to create cheat sheets or checklists or And so literally there's like, here's what you should be checking to see if it's clean daily. Here's what you should be checking to see if it's clean weekly. Here's when you should be diving into your portal to look at this monthly.
By the way, every six months, you might be able to do a mini Portal audit because it's easier to clean every six months than it is
every six years. And so literally start to think about what are the lists and folders that I can create? What are the notifications and permissions that I can set? What's the timeframe that I can map this around that?
I don't be blind to it because I have automated tasks that remind me, or I have list notifications that
inform me. Okay. Okay. That's
Liz Moorehead: need you to hit a buzzer for me. Do you have a buzzer noise? Does any of
you have a buzzer?
Max Cohen: Oh my god.
Liz Moorehead: no. no. I want a bad buzzer. I want a bad
George B. Thomas: Oh, what the heck? There was nothing bad about that
Liz Moorehead: right. But you started giving me a bunch of homework. And I don't even know why it's
worth for me to do all that work. No, look,
I'm just putting myself in the
position of the listeners
now,
George B. Thomas: Okay. Okay. That's fine. Uh, Lisa, Lisa, um, I'm going to explain to you why dirty
data sucks, Lisa.
Liz Moorehead: thank you. That's what I want to
know.
George B. Thomas: because Lisa, um, we're now on the, um,
Max Cohen: Wait, who's
George B. Thomas: people podcast. And, um, Lisa from Sheboygan, because that's where you live
Liz Moorehead: You're saying
George B. Thomas: you
Liz Moorehead: name like a swear
George B. Thomas: And so Lisa from Sheboygan, who's on the bad people podcast.
I have no context to who the heck you really are. I don't know where you really live. So how am I going to communicate with you in the right way at the right time with the marketing and sales efforts? What do you mean? I don't know why it's important. Everything crumbles and falls apart. If my data is not clean.
Everybody wastes more time looking for the ish they need because it's clone, clone, clone, or God forbid, new workflow. 7, 6, 8, 9, 5, 4, 3, 2, 1, oh my God. Like what? And no folder structure.
You have no naming convention. So you can't actually search it. You have 13 cities in your properties. Like
Liz Moorehead: I actually heard of a horror story once someone in sales. I won't name the company where they had a deal that was close to close over six figures and they sent
George B. Thomas: it to Lisa. That's who they sent it to. They sent it to Lisa.
Liz Moorehead: So here's what actually happened, George. They didn't have clean data in the contacts. So for some reason they had merged the last name and the first name of two
different people into one contact.
And when the personalization
Max Cohen: I hate
Liz Moorehead: triggered, it gave the wrong first name paired with the wrong last name to. the wrong person. And the, the actual contact wrote back
and said, I was about to sign my contract and Panda doc, and you have now lost my business.
So that is one of my favorite horror stories to tell about why data hygiene is important because you might be able to
sit there and say like you're telling me I'm going to save an hour
a week and you want me to do two to eight hours worth of work.
It's not just lost productivity, it is lost revenue.
George B. Thomas: yes.
Liz Moorehead: That is like. That's like, like, think about it. Can you imagine going to your boss and being like, well, I could have done this daily, weekly or monthly checklist that would have gotten us that 300, 000 contract, but I didn't do it because I needed to be productive.
Can you
George B. Thomas: know what? L Liz, I feel like I need to simplify this a little bit. Um, it's important because you're a HUMAN trying to do good things for other HUMANS and you don't want to mess up the payday for all the other HUMANS in your organization.
Liz Moorehead: I love that.
Max Cohen: I just did something.
Liz Moorehead: what
George B. Thomas: oh. Was it a duty?
Max Cohen: No. No, I didn't make a doody. I didn't make a doody. Um, I went to chat GPT and told me to give me some funny names for, uh, uh, Just like the common junk people leave behind, uh, in a, in a portal that has bad hygiene and it actually gave me like a pretty decent list is the forgotten funnel, right?
The sales funnel that nobody remembered the campaign is interrupt us, the marketing campaigns that was started but never finished. The template of doom, the email that was never sent, the phantom pipeline, uh, a sales pipeline that mysteriously appeared and never went away,
George B. Thomas: This is a Halloween article waiting to be written.
Max Cohen: ghosts of leads past, leads that were once important but now just haunt your CRM.
Uh, Data dump, the place where all the important test data went to die. important
in quotation marks, test data went to die. Uh, Deal or no deal, that deal that's
been pending since the dawn of time.
Uh, The invisible CTA, a call to action that was never visible to anybody.
This
George B. Thomas: they're like, oh my god, did ChatGPT look at my portal?
Max Cohen: Oh
Liz Moorehead: Can I tell you too?
Max Cohen: Harry.
So it gets it
Liz Moorehead: I gotta tell you one other horror story, cause you just reminded me of this, Max. There was this one time I was involved with a portal where they had over 400 workflows. And in two different instances, the worst case scenario happened at the opposite extremes. In the first case, they're like, no, totally, this ambiguously written workflow Isn't going to cause any problems that was a workflow that
excluded about 10, 000 people from getting automated messages.
And so then they turned off the workflow and the next morning, over 10, 000 contacts got blasted
Max Cohen: God.
Liz Moorehead: on the other extreme about 2 weeks later. They're like, no, now we figured this out. We've totally figured out this naming structure that we have no clue about. So they turned off another one. And do you know what happened? it. removed the lifecycle stages from every contact in the database because it reversed the contact lifecycle assignment.
Max Cohen: Dude. This is why speaking of hygiene, like descriptions, descriptions on workflows are so important, right? But also this is why they're so bad because when you're looking at the What do you have to do to actually see that description? Right, you're either going back to the workflows page or you gotta like click somewhere on it and like
go to like another tab Yeah, click the name to edit it, but it's like dude Why don't you somehow serve me up that context of what's actually happening with this workflow while my eyes are trying to follow down these branches Wondering if
that one little
property that's getting set is actually the thing that's stopping 10, 000 people from getting emailed when they shouldn't be right and it's like they need to add You More,
they need, you know what, you know what they f ing need to do?
They
need to make a sticky note feature. Where you can literally just
take a note that says, Hey idiot, don't delete this because it does something important.
And stamp it right on top of the workflow when you're
Liz Moorehead: There's a problem with that?
though. I've been in a portal.
No, because I've been in a portal where I had No, here's the thing though?
I've been in a portal where more than 10 just literally said do not touch and I'm like, Well. what do I do? Like all of them said do not touch
George B. Thomas: Yeah,
but
Max Cohen: than do not touch. It's like saying it's like here. Here's like a little just like big note that you can't miss Next to this one little set property value of something to something to say Hey, I know this looks like an innocent little value getting changed but this is doing some really important stuff that you can't see here like that is
Yes,
George B. Thomas: what the comment feature would be for?
Max Cohen: Yeah, but the comments are hidden They're hidden! Unless you click them! No one knows to Oh, wait! Oh, I gotta hover over every corner of every action to click it and then see it. F that! That is so dumb! The comment feature does nothing unless you're like, working on building it. But like, there should be a thing where you can put a big red
stamp on it that says, Listen you lunatic, don't change this because it's going to do something really bad
George B. Thomas: can it be nicer? So far, they've been an idiot. They've been a lunatic. How about, Dear HubSpot user, please do not touch this button.
Liz Moorehead: Max, we've talked about this offline and I'm just, I feel like you're not going to hear me unless I put you on blast publicly. My guy, when are you going to start emoting? When are you going to start telling us how you actually feel about things? I'm feeling very unclear. You're feeling a little diplomatic
here.
Max Cohen: HubSpot starts letting me tell people what the friggin workflow actions are actually doing. That's, that's what I'm, Yeah.
Liz Moorehead: George, let me turn to you for a minute, Max. I need you to like find someone, someone should give you a hug, hug a puppy. You'll be
George B. Thomas: Turn on your call map.
Liz Moorehead: George, we've outlined
a
George B. Thomas: some tea.
Liz Moorehead: yeah
have us, have some mixed nuts.
George B. Thomas: Oh, I got some right here.
Liz Moorehead: I know, it was a callback to the beginning of the show because I'm a good host. But
George, I know we've talked about
some of our biggest horror stories, right?
Oh my God, he took it literally and brought the
puppy. This is why you join the live studio audience.
This is why you join the live
studio audience. But, we talked about some of the most common
things that we've seen, right? Like, naming issues with workflows, contact merging, duplicate contact.
What are some of the other symptoms that
people might be kind of blind to by accident?
The most common things that you see that make you go, Warning! Warning! We have a data hygiene emergency.
Other than a puppy looking around.
George B. Thomas: Yeah. So it's, it's funny where my brain goes when you asked me this question, because I feel like there's this secondary level that maybe people miss. So for instance, um, when I think
of data hygiene. I wish I had a live audience because I'd be like, uh, if you're driving in the car right now, or you're in your office by yourself, when I ask you the
question, when I say the words data hygiene, what immediately comes to, mind? and I'd be curious what people are shouting out while
they're driving down the road or in their office by themselves right now.
Max Cohen: A father taking a shower Data hygiene? Come on,
George B. Thomas: probably
Liz Moorehead: I've, I keep
having to,
Max Cohen: hilarious. That's the
Liz Moorehead: Max, I
told
Max Cohen: ever said
Liz Moorehead: this isn't
Max Cohen: podcast
George B. Thomas: I
Liz Moorehead: not therapy. It's not therapy.
George B. Thomas: We're so canceled right
Max Cohen: When you, when you say da data hygiene, I go, man, I stink.
George B. Thomas: I didn't say dad hygiene. I said data hygiene.
So yeah, dad. Um, so here's the thing. I immediately and it's funny because I'm just like, uh, I'm super passionate about this because I've seen hundreds if not thousands of portals get this wrong.
I immediately think of personas and the persona property and the fact that people don't use the description as an I'm a statement and they don't realize that that actually shows up in the form and it's a psychological question that actually enables somebody to be like, Oh, I'm seeing that's me. Let me select that and self segment eyes.
But what I just quickly did was give you a second level of something that you should be paying attention to. Um, the amount of people that aren't using those second layer things to then, um, organize or clean things or display or show things in a way that they need to be shown or displayed is like mind boggling to me.
Um, and so,
You can kind of quickly tell when you're talking to a HubSpot user, um, if they're like surface
level HubSpot users, not a bad thing, by the way, versus somebody who is paying attention to like the deepness, the secondary and tertiary levels that one could go.
Liz Moorehead: The word you're looking for is depth.
Deepness.
George B. Thomas: Depth. Yeah, that's great. That's a good word.
So. Like I have a, a super admin person who went through the training again, not shilling for a big sidekick here. I'm just saying, and, and I immediately knew, wow, this person gets it because they were doing something where they were daisy chaining presets. teams and a record customization together to not only display what people needed to see when they needed to see it, but to understand what didn't need to be there and could be cleaned up and removed.
At such a granular level, I was like, how from this day forward, hence, by the way, we're doing a podcast on data hygiene and you mentioned that I've done several articles. How from this day forward do I get more HubSpot users to focus on this right here than where we've landed in and most people are living?
Dad
Max Cohen: George. you know what just made me think of? Um, so my brother's a my brother's like a shit. Yeah. I was thinking about, yeah. My brother's a chef, right? He works in like really fancy, yeah, really fancy restaurants. He's like a very,
very good chef. And, um. Something that he told me, he's like, the, the kind of like test that they give cooks and I don't know where this, I don't know if this is like a Gordon Ramsay thing or if it's like a more common
thing, but the, the, the way that they'd like
interview people is the first thing they'd have them do is basically say, make scrambled eggs, right?
And they look at the technique in which they make scrambled eggs. And just from that, you can like really tell, like, if someone actually knows what they're doing or not, right? I feel like. The scrambled egg test for a HubSpot admin should be, Hey,
go, go make a
form that asks what someone's favorite color is, and then make me a report and show that on a, on a contact of what everyone's favorite color is, right?
Because where you're going to weed out the good ones from the bad ones is that the bad ones are going to go create a form and then they're going to create the property in a full sentence that says, what's your favorite color? Question mark. Instead of calling it favorite color and just changing the label.
Right. Those folks that think, wait a minute, I need this to be easy for someone to find. I need this to be easy to like, to look good showing up in a record. Right. And not just be in the form of a question where it gets concatenated and I can't tell exactly what the property is. Right. Those people are thinking on a much different level than someone who just like, you know, is going in there willy nilly making properties
George B. Thomas: I'm going to double down on what you're talking about because now. What you could also do to add to that test is tell them, and by the way, we want to be able to actually have a different shades of yellow, a different shades of blue, and a different shades of red page where we're asking those and go see how many create a red property, a blue property in a yellow property versus realizing they could create one favorite color property.
Have all of the different shades in that property. And when they create the form, remove the yellow, remove the red and remove the blue, but still only re reporting on one property instead of needing to create three, that's how you create some real great scrambled eggs with
Max Cohen: be honest. I don't even know what you just said,
George B. Thomas: Yeah. So there's a feature, there's a feature in HubSpot forms where you can have a whole list.
of stuff and decide you only want to show certain parts of that property on that form, right? So, so now, because again, I've seen this where they'll be like, Oh, I need a red version and a blue version and a purple version. No, no, no, no. You need one property that holds all of your
Max Cohen: I see what you mean.
George B. Thomas: And now you can separate it based on the form and what you actually want to ask in that.
Because what have you just
done? You've made reporting way easier. Instead of having to report off a three properties, you're reporting off a one property, but you've used it in three different places in three different ways.
Max Cohen: Yeah.
George B. Thomas: Now that's some scrambled eggs right there, I'm just saying.
Liz Moorehead: I also remain pro egg. So question.
George B. Thomas: Although, scrambled or sunny side up?
Max Cohen: I scrambled 100 percent.
George B. Thomas: Uh, with cheese or without?
Max Cohen: No, no cheese. No
George B. Thomas: Uh, see if I
Liz Moorehead: cheese on top. Little goat cheese on
George B. Thomas: see, if I
Max Cohen: here. All right. All right. All right. You want me to put you on to the best eggs? You'll ever have in your entire life. Here's how you do it. Ready? No, no, no chill chill chill chill This is how you do it, right? And and and this is me testing this like you have no idea.
George B. Thomas: Oh,
Max Cohen: Okay a little sidebar All right. I am an amy scrambled eggs connoisseur. I can do them how gordon does it I can do the whole You know you mix them for the entire time Let's uh, the best way that i've found to make scrambled eggs lately is this right and
George B. Thomas: listen up
Max Cohen: You'll appreciate it Okay, is what you do four eggs in a bowl.
You take a big pinch of kosher salt You scramble the shit out of them. All right, and then you get your pan on medium low You put butter in the pan. You get it all around the pan, right? And then it's very important that you have a rubber spatula a rubber spatula that bends to the curvature of the pan if you can get yourself a hex hex clad pan Which maybe one day they'll sponsor the podcast, you know, if we can try to get that right.
And then all you're doing the
entire time is you're just making sure the eggs don't stick to the pan. Just move them around, move them around. And as soon as they're like juicy and
finally like, you know, clump, right. And they look like scrambled eggs. Oh, you can't overcook them, right? You take them out, you put them into a bowl.
This is what you do. You go take out a little bit of Boursin, you know, the Boursin herb cheese, you know what I'm talking about? You ever had
Liz Moorehead: Yeah, it comes like a little hockey puck. It's super
Max Cohen: comes in like a little hockey puck. Yup. Yeah, it's what you do. You take a big scoop of that. You
drop it in your hot, loosely scrambled eggs. And then you mix that shit up like crazy.
George B. Thomas: said,
you, you,
Max Cohen: my god.
George B. Thomas: literally just added cheese to your scrambled eggs. But can I
Max Cohen: that is different than like putting sprinkled, shredded cheddar bullshit in it. It is so different. So different.
George B. Thomas: can I, can I just,
can I, Yeah,
Liz Moorehead: Guys, we've now gotten to the point where the audience is apologizing to Noah, our producer, on our behalf.
George B. Thomas: So, so here's the thing.
Max Cohen: No,
I want that clip. I want that clip for LinkedIn Noah. Send it, to me right after
George B. Thomas: I will, Liz, you, you want to see Max's head explode? Max, I'm surprised you got
all of the way through that and you
Max Cohen: Hold on. Hold on. Hold on george george. I don't want to lose a friendship with you right
George B. Thomas: I'm
Max Cohen: Depending on
Liz Moorehead: someone lose a friendship. Do it, do it, do
Max Cohen: be careful. This is going to be a problem. If you tell me you do some
Liz Moorehead: Max, let it happen.
Max Cohen: with your eggs, bro
George B. Thomas: I can't believe you got all the way through your scrambled egg tutorial. And you didn't add any milk to your eggs while you're whipping it.
Max Cohen: You
cannot add milk to your eggs, George!
Are you crazy?
George B. Thomas: I told you his head would explode.
Max Cohen: did wait, you're you're f ing
with me right now, right? You don't actually put
Liz Moorehead: He is the man who does pickle and peanut butter sandwiches, Max. Let's think about who we're
George B. Thomas: It makes it fluffier.
Max Cohen: No, it doesn't! Dude, you're not no, no.
I'm gonna have to make you eggs at Inbound.
Fuuuuuu
Liz Moorehead: Inbound. Let's do a live demonstration and really show the people at HubSpot why we should be allowed to have a live
show
Max Cohen: eggs in your
milk
George B. Thomas: which, speaking of inbound, by the way, you're
Max Cohen: is some full questions as property George that is like don't
George B. Thomas: So hang on. Speaking of inbound, you're probably listening to this on Monday. If you're, if, if you're still listening. If you're listening to this on Monday, just know that this coming Tuesday, the, uh, 27th. Um, session registration opens. So make sure that you're ready on
Tuesday to get those sessions. And don't forget to come see mine about AI.
And also on Friday,
we do Max's
Max Cohen: And, watch that. Know it in the back of your head that this mother f er puts milk in
his eggs. So, take it with a grain of salt. And put that grain of
salt in your eggs first before you mix it. Not milk! Dude.
Liz Moorehead: So speaking of milk and eggs, what are your favorite ways you can use HubSpot to keep your HubSpot data clean?
George B. Thomas: Max. I'll let you go first.
Liz Moorehead: I think he needs Jesus. Why don't you start
Max Cohen: God.
George B. Thomas: Well,
Liz Moorehead: I know you have two tools you like.
Max Cohen: This, this is off the rails.
Liz Moorehead: This is what my job is listeners. This is why I'm here.
George B. Thomas: first
Liz Moorehead: is a cry for help. Continue George.
How do you
George B. Thomas: So first of all, um, let's go basic to a little bit more advanced HubSpot has the de duplication tool where contacts and companies.
I can't tell you the amount of humans I've talked to And they're like, Oh yeah, I just ignore that.
you
have over 2000 duplicate, like pay attention
to it.
Every time the email comes through, go fix it. Once you get it down, it's easier. So the D
duplication tool, however, next level of that is if you're like, I'm swimming in a sea of. Duty, um, operations hub gives you a bunch of different tools to actually keep your data and your portal clean. So they're, they're, everybody has a hard time or some people,
not everybody.
Most people have their, um, a hard time wrapping their brain around why they need to
spend money on operations hub. My honest opinion
is because when used right, and you understand
what it does, it saves you time and your sanity. Part of that sanity is around the cleaning of the data, restructuring of the data, make sure first names have this, make sure phone numbers are this, make sure, like, there's just so much you can do.
without getting too nerdy to make your data clean. The other thing is workflows in a way that it sets properties or moves things or cleans things up in a way that it should be clean. So definitely like focusing in on that. But I even go back to just old school, normal human tactics
of documentation around a process for folder structures, naming conventions, and like just being a good human
inside the portal with the rest of the folks that have to live there too.
Max Cohen: Um, yeah, God, I'm I'm so triggered by everything that happened before. Um, no, don't, God,
Liz Moorehead: I just brought him back. Come
Max Cohen: yeah, yeah, don't put
Liz Moorehead: We literally had someone in the comments say, I'm only here out of sympathy now. So like,
Max Cohen: Um, I, so here's the thing. No one, no one likes a big cleanup project. Right? You can do just a little bit of data hygiene. You spend one minute a day, right? And you will slowly whittle away at the stuff that you have slowly built up without noticing over time. Right? And so like, the one thing that I would kind of recommend anyone here is like, go two times a week.
Or maybe like, maybe just one little calendar event at the end of your day. Right? Just give yourself a reminder. Hey,
go delete a property you're not using anymore. Go delete a property that doesn't have any values in it. Go find a workflow that's just like, off. Like, just off and just not operating anymore.
Go find a couple, just go, go sniff out a landing page or two. That is clone, clone, clone, test, clone, clone, unpublished, delete later, right? You don't have like I get it a lot of the times a lot of the big reason why people don't deploy good data Hygiene is because they go. Oh man. I got all this stuff. I have to clean up But I guess it's not really having a big detrimental impact right now.
And so I can just go ignore it, right? And that's, that's how you end up just building up all this bad shit in your portal forever and not do anything. Just, just give yourself just one thing to do each day, whether it's just deleting something simple, even if it doesn't seem that consequential, right? You do that enough, it'll become a habit.
You'll start, you know, maybe. Rediscovering some of the darker, dingier parts of your portal that haven't had a lot of love in a long time, right? And you'll start to say, Oh, you know, maybe tomorrow I'll go like, you know, clear out the rest of these workflows instead of
just that one or like, whatever it may be, right?
And you'll start discovering a lot of stuff, right? Um, I said, it's one big thing. I say the other thing too, is like, don't sleep on like data formatting workflows, right? Especially with operations hub. Uh, especially. If you've got a lot of outside systems dumping a lot of shit into your HubSpot
portal, right?
Um, it's much better to clean things up the second they get there, then waiting and making it a much bigger job later on. Right. So, you know, one, give yourself like, you know, just, just one little task each day, make it part of your routine. Don't feel like you have to take on these giant, you know, cleaning projects, unless it's an absolute emergency.
Again, and over time, your stuff will become cleaner. But then two, like try to solve those problems the moment it gets into your portal versus like waiting for it to build up later is the biggest thing that was Marie Kondo that portal.
George B. Thomas: I, I love that. Uh, Nick from Fargo said just delete something named delete this.
Max Cohen: Yeah. If it says delete this, delete it.
Liz Moorehead: Delete her.
Max Cohen: It's telling you what it wants. It wants to be deleted.
Liz Moorehead: That's really existential and dark.
George B. Thomas: Max. I have a,
Max Cohen: Delete this later. Guess what later is
now.
Liz Moorehead: no, George. No.
George B. Thomas: of the podcast, at the end of the podcast, Max, I have a present for
Max Cohen: Sorry. Alright. on.
George
like, I'm not taking egg advice from a dude
who eats a
George B. Thomas: no, I, I said I have a
present.
Liz Moorehead: thank you.
Yeah, but
George B. Thomas: have a, I, I said I
Liz Moorehead: a pickle and peanut butter sandwich.
a, present, George.
George B. Thomas: No, I, have, I I said I have a present.
for you at the end of the
Max Cohen: Yeah,
Liz Moorehead: You know what, George
this is why Max and I have,
trust issues.
Max Cohen: Yeah, he's gonna send me a video of him like dumping freaking fair life into a bunch of eggs and
George B. Thomas: no. All right, let's, let's talk about data
hygiene.
Max Cohen: Oh
Liz Moorehead: now George wants to stay on topic. Now George wants to stay
on
George B. Thomas: for a minute or
Liz Moorehead: for a hot minute.
George B. Thomas: a couple minutes.
Liz Moorehead: George, actually wrap us up here because we started talking a bit about kind of like Max, you started with, you know, do a little bit here and there, but
George earlier, you also talked about some daily, weekly, monthly practices,
which begs the question, how often really should these hygiene checks be happening and who should be checking?
George B. Thomas: Well, okay. So that part just is interesting because one, if you're an organization that you have somebody who is a designated super admin for the portal, then the super admin should be checking on, uh, data quality, data hygiene. However, a smart super admin would also enable, uh, you know, VP of marketing, VP of sales, VP of service.
It might not be. Be. You get my point. Like you can enable a team to know the things that they need to do on this. Um, it, my honest opinion, I like where Max went with like each day do a little thing, um, that might not be scalable for a lot of the listeners because there's a lot they do in a day. Trust me.
That is not, uh, missed on me at all, but I would say at least once a week. You're spending 30 minutes to an
hour looking at a different part of HubSpot. And by the way, when I say that if you are the type of HubSpot user, now
that since HubSpot enabled bookmarks, that you only have the three to seven places that you go because of your bookmarks.
Then when I say 30 minutes to an hour, I'm saying journey to places outside of your bookmarks and see what's happening on the other side of town. Cause you've literally like boxed yourself into a certain portion of HubSpot versus looking at it from a holistic standpoint. Okay. Um, but I would say like a light.
30 minutes to an hour, once a week, I would say for sure, like an hour to hour and a half, maybe two hours, uh, once a month, but this hour and a half to two hours is like, you have found something in your previous light dive in. That, you know, is going to take you more time. And so you've booked on the calendar focus time for workflows or focus time for contact properties or focus time for creating documentation to give to the rest of your team about naming conventions and file folders, like whatever it is, but it's, it's that kind of thing.
Now I would say once a quarter to maybe twice a year, dependent upon how big your organization is, um, Like a mini portal audit. And this could be you doing it, you could be hiring somebody to do it, but like, which by the way, a new set of eyes is never a bad thing. Because, again, sometimes we just get blind to what we're used to being in. know. Once a quarter or maybe twice a year, I would then do like a, a portal audit of all things, um, not only from a cleanup, but from even like a cleanup and strategize moving forward standpoint. That, that's my thoughts. Max, I'm curious what your thoughts are.
Max Cohen: Um, so i'm gonna i'm gonna give uh, i'm gonna give the same piece of advice not only to uh, Your run of the mill hubspot users, but also the admins Um, cause not, not always does like a user have the same power to clean up as much as an admin might, right. Depending on your permissions and how you do stuff and everything.
Um, if you see something, say something, right. It's very, very easy to just like overlook little goofy things happening with your data, because you don't think it's going to affect the results. You or, or a process or whatever, right. But like, you know, if, if you're, if you're a, uh, you know, if you're an admin and you give your users the ability to create properties and they're doing stuff, don't just assume that there is like a use for everything.
Right. Because they might not be thinking about it the same way you are as someone who knows how to, or hopefully would know how to keep a HubSpot portal nice and clean. Right. Ask. Right. Hey, what are you doing with that? Hey, I noticed that you guys built this property, but there's nothing there. Are you planning on using it for anything?
Right. Um, or if you're someone and you stumble upon some stuff that maybe doesn't have anything to do with you, but you're like, Hey, that looks kind of messy. Or, Hey, we don't seem to be using that. Or, Hey, this thing seems dead. Say something right? Do your admin a favor. They can't keep an eye on everything all at once, right?
Uh, if you see something, say something. And that is like sometimes the little one thing that you need to do to like, you know, Head these little data hygiene issues that spiral into big, you know, snowballs off at the pass. Right. Um, so, you know, don't just like see it and go, Oh, that looks kind of weird. Or, Oh, that looks kind of pointless or useless.
Or, Oh, I'm sure they're going to use that for something. Just ask. Right and try to like find it when it's a smaller problem before it becomes into something bigger Yeah, so treat it like a treat it like an unattended backpack on the subway. If you see something say
George B. Thomas: Ooh.
Max Cohen: Yeah
Liz Moorehead: Yes.
George B. Thomas: just was
like, don't let it be the snowball effect, but yeah, like backpack works
too.
Max Cohen: yeah. Yeah. Oh, is that a favorite color field? No, I mean, it's a pipe
bomb, right? Who knows? You don't
know
George B. Thomas: Okay, we're canceled.
Liz Moorehead: Nick, in the audience, can you go ahead and apologize to Noah, our producer,
George B. Thomas: Yeah, just one more time. Sorry, Noah. Meow.
Liz Moorehead: Sorry, Noah. Um, so, I'm hearing a few things. One. If your organization doesn't have someone who owns HubSpot, whether as their whole ass job
or like a buck stops here kind of responsibility, that's an area you need to address because it's kind of like content, right?
If there is no single owner where someone is accountable to their boss in one on ones, in performance reviews about HubSpot or what is or is not happening with it, this is, everybody's going to be passing everything around. There, there's, there's no hall monitor. Nothing's going to get done. Right? So there's that piece of it.
The other piece I'm hearing is it's kind of like when you have a house Right? You don't just fling shit everywhere. You don't just throw your dishes in the sink until that one time. a week or a month when you're actually cleaning stuff up. Clean a
George B. Thomas: Is this why my wife yells
at me? Dang
Liz Moorehead: you
know,
Max Cohen: yo Liz you're getting hella personal right now
Liz Moorehead: you might wonder, is this from yesterday.
or today? Let's not ask.
George B. Thomas: just for the listeners,
just for the listeners, Liz just held up a bowl and a spoon in the shot of the
camera. So that's, oh my God.
Max Cohen: Fine, I'm just So glad You
Liz Moorehead: I will not confirm if it was delicious today or yesterday.
Max Cohen: yeah,
Liz Moorehead: if you're leaving it to the bare minimum touch points and you're just acting like a complete ding dong about your data the whole time, you're always going to continue to create problems for yourself. So it's about building healthy data hygiene habits, right? You don't wash your hands once a month, guys, wash them every time you go to the bathroom. you
don't brush your teeth once a week, you brush them every, yeah,
Max, let's not.
Max, let's not. Max, let's not.
Max Cohen: Hey, Liz. I agree. Totally. Totally.
Liz Moorehead: Fantastic. And then we have our daily, weekly, monthly rituals.
Jesus, I am,
George B. Thomas: boy.
Max Cohen: No, I'm just saying I do those things that Liz. is saying.
George B. Thomas: Yeah. Me
too.
Max Cohen: Yeah.
Liz Moorehead: I'm not gonna blacklight Max's house. That's just not
George B. Thomas: I'm just I'm I'm, I'm, good at when Noah's editing this, I'm just going to put my ear up to the door and
Liz Moorehead: Honestly, Noah, leave this all in. This is called being authentic, George. You want us to be whole ass humans? Here we are.
Max Cohen: I'm sorry.
George B. Thomas: I do.
Liz Moorehead: We're here. Okay, George, before we wrap this conversation up, I am curious if you have any favorite non HubSpot tools that you like to bring into the mix, or any other kind of softer strategies that you like to involve in terms of
HubSpot data hygiene.
George B. Thomas: Well, I think in a couple episodes ago, we
talked about D dupli, which people could maybe check out if they don't have operations hub or want to do something different.
Max Cohen: In cycle.
George B. Thomas: as soon as you said out of HubSpot, I rushed to like, um, mindset, right? Like, how do you invoke a mindset around something?
Uh,
Liz Moorehead: With a seance, candles.
George B. Thomas: yeah, well, how, once you have the mindset invoked in your organization, how do you give them the best practices to follow? Like, so like there's a framework that you can kind of start to think about, like. Well, what's our methodology on data and what we use data for? What's the mindset that we never need everybody in the organization to have?
And once they've figured that out, what are the best practice that we need them to do on a daily basis to help us, uh, potentially do less of what we've actually said super admins or, uh, leaders of the departments will need to do to keep the portal organized. So I think a little bit of this, it goes to like the.
Uh, people process platform conversation outside of HubSpot. A lot of this is about the people, to be honest with you, a lot about this is the process. Um, and only today we've kind of been talking about platform and what you can do inside the platform. And that's only one third of the conversation that needs to be happening inside of organizations.
Liz Moorehead: Maxie, are you okay?
Max Cohen: Yeah,
Liz Moorehead: Okay.
Max Cohen: wait. Well, I mean, I think I was going to just mention in cycles another cool one. If you want to do some like Uh, I think if you want to be able to, like, do your own, like, uh, contact deduplication off of, like, different Properties or something like that. And like, I don't know, that might be if we're talking to other tools.
Um, I think another one that comes to mind is supered, right? I mean, super it's really cool because you can add in a whole lot of extra context, like this, like context layer, like over your CRM. So
sometimes the reason why you have bad data is because people don't understand how to use it or like why they input it, right.
Or they have a bad process in place. Right. And like super it's a really neat tool, not only for HubSpot, but for a bunch of other things that can provide like.
business level context that's unique to that business on top of the systems that you're using. Right. So, I mean, that's also a really cool one
too, that people should check out.
Liz Moorehead: I love that. George. Okay. You and me, bud. So I'm about to hand over the reins to the podcast to you.
George B. Thomas: oh, okay.
Liz Moorehead: I want you to understand that Max's sanity is in your hands with whatever is about to happen. So I would love for you to take us out.
By reminding our listeners of the key takeaways you'd like for them to,
uh, well, take away from this
Max Cohen: Oh, George, you be careful.
George B. Thomas: yeah,
Liz Moorehead: understand you have, um, a surprise.
George B. Thomas: yeah,
so
Liz Moorehead: I'm, I'm just gonna, I'm just gonna say, Liz, um, uh, Liz is going to be taking a step back from the mic. Whatever
happens next, not my fault.
George B. Thomas: yeah. Well, absolutely, absolutely. So,
first of all, um, listeners, the actual actionable takeaways is if you don't have documentation that you're educating your team with around data hygiene, data management, naming conventions, folder structures, all of that, Uh, create that and then have a internal workshop where you're training everybody on that.
If you don't have a, uh, rhythm, a rhyme to what you're looking at inside the portal, you need to go ahead and set up a rhythm and rhyme. Schedule the time weekly. Monthly and then quarterly or twice a year to do the things that we talked about. Um, and also I would say this, have a little grace and empathy on yourself.
Like there was a visceral response when we started this podcast and Max opened his portal and it was like an, Oh crap moment. Uh, you gotta be easy on yourself when you see those things and just realize, just like life. Data hygiene inside of a HubSpot portal is going to be a journey. But if you take a step each and every day and make it 1 percent better, then you're going to end up in a good place, just like you can as doing that as a human.
Now, Max, my present to you, my friend is. I realized another way that I understand that I grew up poor because I went over to chat GPT and I said, what's the best way to create scrambled eggs with milk. And here's what it told me. And I'm going to do with milk first. Okay. It said, it says this, no, just hang on.
I said, this is a present. It says texture, by the way, it breaks it down to texture, volume, and Flavor. Okay. So with milk, adding milk makes the eggs fluffier and slightly less dense. However, it can also make them a bit watery or rubbery. If too much is added volume, the milk stretches the eggs. And when I read that, I go, This is why my parents added milk to eggs because we would have more with less making them appear larger, which can be useful when cooking for multiple people.
The eggs, by the way, flavor can taste milder because the milk dilutes the natural richness of the eggs. Okay, so Max, this part right here is my parents. Present to you with out milk scrambled eggs cooked without milk tend to be creamier and more custard like because they allow the eggs natural richness to shine through the flavor.
The egg flavor is more pronounced and pure since there's no dilution from milk control. It's easier to control the cooking process and achieve a desired consistency of soft, creamy, And firm for a rich, creamy texture. Most chefs recommend cooking scrambled eggs without milk instead, focus on the low heat, frequent stirring and patience for the best results.
Max Cohen: yes
