CHECKLIST

Is Your HubSpot Ready for 2026?

Clean data. Confident decisions. A fresh start for 2026.

Is your HubSpot portal ready for Q1, or is it held back by outdated workflows, messy data, and dashboards that don't match your goals?

With this checklist, you'll know exactly where to focus your year-end cleanup. From contact hygiene and workflow errors to pipeline reviews and campaign performance, we've broken it all down into six key areas that tend to collect the most clutter.

Stop guessing what needs attention and start the new year with a portal that actually supports your team.

Where should we send your checklist?

Keep Your Data Clean

Review contact properties, marketing contacts, and team permissions so your foundation stays solid and easy to use.

Fix What's Broken

Audit workflows for errors, update nurture sequences, and identify automations that could save your team time.

Track with Confidence

Clean up dashboards, remove outdated reports, and make sure your pipeline reflects what's really happening.