---
name: weekly-cleanup-routine
description: "A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data quality sampling. Quick early warning system, not a comprehensive audit."
license: MIT
metadata:
  author: tomgranot
  version: "1.1"
  category: ongoing-maintenance
---

# Weekly Cleanup Routine

A fast, 5-minute weekly check that catches problems early. This is not a deep audit — it is a spot-check designed to surface issues before they compound.

## Prerequisites

- HubSpot portal access
- Bounce monitoring workflow active (run `/bounce-monitoring-workflow` first)

## The 5-Minute Checklist

### Stage 1: Before — Open Dashboards

Open HubSpot in your browser. Have the following views ready:
- Email health dashboard
- Workflow dashboard
- Contacts list view (sorted by create date, descending)

### Stage 2: Execute — Five Spot Checks

#### 1. Bounce Monitoring (1 min)
- Check the `email_health_flag` list. How many contacts were flagged this week?
- If more than 10, investigate the source (bad import? form spam?).
- If zero, confirm the workflow is still active.

#### 2. New Contact Quality (1 min)
- Filter contacts created in the last 7 days.
- Spot-check 5-10 new contacts. Do they have:
  - Valid email addresses?
  - Company name populated?
  - Lifecycle stage set?
- If quality is low, check the source (which form, import, or integration created them).

#### 3. Workflow Health (1 min)
- Open the workflow dashboard. Look for:
  - Any workflows showing errors (red indicators)
  - Any workflows with zero enrollments that should be active
  - Any workflows that were accidentally turned off

#### 4. List Growth Trends (1 min)
- Check your key segment lists (customers, MQLs, suppressed).
- Is any list growing or shrinking unexpectedly?
- A sudden spike in suppressed contacts could indicate a deliverability problem.

#### 5. Data Quality Sample (1 min)
- Pull 10 random contacts from the database.
- Check: email, company, lifecycle stage, owner.
- If more than 2 out of 10 have gaps, flag for a deeper review.

### Stage 3: After — Log and Escalate

Keep a simple weekly log (spreadsheet or note):

| Date | Bounces | New Contact Quality | Workflow Issues | List Anomalies | Data Quality |
|------|---------|-------------------|-----------------|----------------|--------------|
| YYYY-MM-DD | X flagged | Good/Bad | None/Details | None/Details | X/10 complete |

Escalate anything that appears two weeks in a row.

### Stage 4: Rollback

This is a read-only review — no rollback needed. Any fixes identified are executed through their respective skills.

## Scheduling

- Run every Monday morning.
- Set a recurring 15-minute calendar block (5 minutes for the check, 10 minutes buffer for any follow-up).
- If you miss a week, do not double up — just run the next scheduled check.


---
Source attribution: TomGranot
Original project: https://github.com/TomGranot/HubSpot-admin-skills/blob/15db04633834a089d7314410fe8928228e561703/skills/weekly-cleanup-routine/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026 Tom Granot

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: TomGranot
Original project: https://github.com/TomGranot/HubSpot-admin-skills/blob/15db04633834a089d7314410fe8928228e561703/skills/weekly-cleanup-routine/SKILL.md
Attribution basis: Source repository record

Fields of work: Marketing
Roles: Email Marketer, Growth Marketer, Marketing Analyst
Specialties: Specialty not specified
Tools: HubSpot
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: c4e7370747adebf3484917ed73655b69b12239b07310ba41297db138f2dfe094