Hubspot-admin-skills weekly-cleanup-routine

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.

install

source · Clone the upstream repo

git clone https://github.com/TomGranot/hubspot-admin-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/TomGranot/hubspot-admin-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/weekly-cleanup-routine" ~/.claude/skills/tomgranot-hubspot-admin-skills-weekly-cleanup-routine && rm -rf "$T"

manifest: skills/weekly-cleanup-routine/SKILL.md

source content

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.