Contact Lifecycle Stage and Deal Hygiene Audit
Check whether contact stages and deals reflect reality.
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Audit lifecycle stages and deals in HubSpot. An export of contacts and deals with lifecycle stage, create date, last activity date, owner, and deal stage: [CRM_DATA]. Definitions of each stage as the team understands them: [STAGE_DEFINITIONS]. Check for contacts in stages that contradict their activity (a customer with no deal, a lead with a closed-won deal), contacts with no owner, deals open past their expected close date, deals with no activity in 30 days, and duplicate contacts. Count each issue and show percentages of the total, with the arithmetic. Make a table with Issue, Count, Effect on reporting, and Fix. Propose clear stage definitions with entry and exit rules, required properties at each stage, and a weekly hygiene routine for owners. Draft a short guide for the team. Use only my data. Mark HubSpot property names and automation features [VERIFY]. Add a worked count: 2,400 contacts, 310 (13 percent) with no owner, 95 'customers' with no deal, 180 open deals past their close date, and a plan to clear the oldest 60 first. Include definitions for each lifecycle stage in one sentence.
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