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Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Use after running /hubspot-audit.
Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.
Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by any workflow or email, and overlapping list criteria.
Build a workflow to protect sender reputation through automated bounce monitoring. Auto-suppresses contacts above a configurable bounce threshold, alerts on hard bounces, and flags high-bounce contacts for weekly manual review.
Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.
Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged contact. Prevents over-suppression while removing truly bad data.
Build a two-tier sunset workflow that re-engages dormant contacts before suppressing them. Tier 1 triggers a re-engagement campaign after a configurable inactivity window. Tier 2 suppresses contacts that fail to re-engage within a configurable re-engagement window.
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.
Identify and suppress ghost contacts who received marketing emails but never opened any. These contacts destroy sender reputation and deliverability. Hybrid approach: API for discovery, manual UI for suppression.
Create foundational segmented lists for marketing and sales operations. Includes a master sendable list, ICP-based lists, persona lists, engagement lists, and behavioral lists. All active (dynamic) lists.
Identify and suppress globally unsubscribed contacts to ensure legal compliance and reduce billing. Hybrid approach: API for discovery and audit, manual UI for suppression (hs_marketable_status is read-only).
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