Free Interactive Tool
How Healthy Is Your CRM Data?
Answer 10 questions. Get a personalized data health scorecard with specific recommendations for your HubSpot portal. No fluff. No sales pitch. Just clarity.
Question 1 of 10
When was the last time someone audited your contact database for duplicates?
Duplicate records inflate costs, skew reports, and confuse your team.
How This Scorecard Works
This scorecard measures your CRM data health across five dimensions: completeness, accuracy, consistency, governance, and automation. These are the same areas we evaluate in our client portal audits.
Based on your answers, you'll get an overall grade (A through F), a breakdown of each dimension with specific scores, and a prioritized list of what to fix first. The recommendations are tailored to your actual situation, not generic best practices.
What You'll Get
- An overall data health grade with percentage score
- Scores across 5 key dimensions with color-coded progress bars
- Specific, actionable recommendations for each dimension
- A prioritized "fix first" list based on your weakest areas
The assessment takes about 5 minutes. Your results are personalized based on the same framework we use in real client engagements.
124+
HubSpot Certifications
10+
Years in the Ecosystem
60-70%
Business From Referrals
Platinum
HubSpot Partner