HubSpot Contact Cleanup & Suppression Management

Service Scope

HubSpot Contact Cleanup & Suppression Management is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and up to 10,000 existing contacts.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Review Contact Health and Messaging Status

We review the selected HubSpot contact database for visible engagement, subscription status, bounce history, marketing-contact status, duplicate patterns, and records that should be preserved or excluded from future sends.

• Active and recently engaged contacts
• Inactive contacts
• Unsubscribed contacts
• Bounced or restricted records
• Marketing and non-marketing contact status

Create Reusable Cleanup Segments

We create up to five reusable hygiene segments, prepare one pre-action export, and complete one client-approved suppression or marketing-status action without overriding existing unsubscribe preferences.

• Recently engaged contacts
• Long-term inactive contacts
• Never-engaged records where history exists
• Unsubscribed or bounced contacts
• Manual-review records

Testing and Validation

We confirm the visible post-action contact counts and statuses and document any records that could not be changed because of HubSpot restrictions, subscription rules, or missing data.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot database review with up to 10,000 contacts
• Engagement and messaging-status assessment
• Marketing-contact status review
• Up to 5 reusable hygiene segments
• 1 pre-action contact export
• 1 client-approved suppression or status action
• Post-action validation and cleanup summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Written inactivity and cleanup criteria
• Written approval before any bulk status action

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Permanent deletion of contact history
• Reactivation of unsubscribed contacts
• Third-party email verification
• Data enrichment
• Blacklist removal or sender-reputation repair
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue