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Data Quality Audit Checklist

A structured checklist for auditing the quality of your CRM and marketing data — covering completeness, accuracy, consistency, and governance across your key data assets.

Data Quality Audit Checklist preview

What This Checklist Covers

Poor data quality is one of the most common — and costly — problems in B2B sales and marketing. This checklist walks you through a systematic audit of your CRM and marketing data, helping you identify gaps in completeness, accuracy, and governance before they undermine your campaigns, forecasts, and reporting.

Data Completeness

Assess whether required fields are populated across contacts, accounts, and opportunities.

Data Accuracy

Evaluate the reliability of key data points including email addresses, titles, and firmographic data.

Duplicate Management

Review your processes for identifying and merging duplicate records in your CRM.

Data Governance

Assess ownership, entry standards, and ongoing maintenance processes for your data assets.

Download the Data Quality Audit Checklist

Use this checklist to run a systematic audit of your CRM and marketing data before your next campaign or reporting cycle.