Over time, duplicates, outdated records, and incomplete fields can pile up. Left unchecked, these issues lead to inaccurate reporting, poor segmentation, and wasted marketing spend.
How to avoid it: Schedule regular data cleanup, use HubSpot’s duplicate management tool, and set required fields for key properties.
Your initial lead scoring model was based on assumptions. Once you have real campaign data, it’s time to refine it.
How to avoid it: Review your lead-to-customer conversion rates and adjust your scoring model every quarter.
Workflows are powerful — but they’re not “set and forget.” Without reviews, outdated triggers can lead to irrelevant or even embarrassing messages.
How to avoid it: Audit workflows quarterly to ensure relevance, accuracy, and alignment with your sales process.
Custom fields without context create confusion for new team members and make reporting harder.
How to avoid it: Maintain a simple property dictionary with each custom property’s purpose, format, and owner.
If MQL-to-SQL criteria aren’t reviewed, leads may get stuck in the funnel.
How to avoid it: Meet monthly with sales to review lead quality and adjust your lifecycle stage definitions as needed.
Sending all campaigns to one big master list results in low engagement and higher unsubscribe rates.
How to avoid it: Use behavioral, demographic, and lifecycle stage criteria to build targeted lists.
Default dashboards rarely match your KPIs.
How to avoid it: Build role-specific dashboards so each team sees the metrics that matter to them.
Adding new tools without configuring syncs leads to data gaps.
How to avoid it: After connecting a new integration, map fields and test data flow right away.
When new hires aren’t trained in your HubSpot processes, data entry and campaign execution become inconsistent.
How to avoid it: Create a quick-start HubSpot training guide for new employees.
Outdated forms, broken CTAs, and expired landing pages erode your credibility.
How to avoid it: Conduct a portal audit at least twice a year.