Is your HubSpot ready for AI?

HubSpot's agents are only as good as the data and rules underneath them. Answer eight quick questions and you'll get a readiness score and the first things to fix.

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Company records

How many of your companies have industry and size filled in?

Nearly all of themAbout halfHardly any, or no idea

Lifecycle stages

Does everyone agree what each lifecycle stage means?

Yes, and it's written downRoughly, it's in people's headsNo, it means different things to different teams

Duplicates

When did someone last clean up duplicate contacts and companies?

In the last six monthsOver a year agoNever, that I know of

Field descriptions

Do your custom properties have descriptions?

Most of themSomeHardly any

Knowledge base

Is there an up-to-date knowledge base or help content AI could answer from?

Yes, and it's kept currentIt exists but it's out of dateThere isn't one

Access

Have you reviewed what HubSpot's AI features can see and do in your portal?

Yes, settings checkedWe're on the defaultsNot sure where to look

Policy

Is there a written rule on how your team uses AI with customer data?

YesInformallyNo

Owners

When someone leaves, do their records get reassigned?

AlwaysSometimesUsually not

AI readiness

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Fieldwork · Gerard Kelly, independent HubSpot consultantAI-ready quiz · Portal teardown · AI-ready quiz · Portal teardown · For agencies · Not affiliated with HubSpot, Inc. · Privacy