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Questions
Start with the problem you are already trying to solve. These concise summaries lead to the canonical educational answers.
What is the Hodgkiss Method?
The Hodgkiss Method is an operating system for organizing the way you think. It helps you use the knowledge, experience, intuition, and judgment you already have to make better decisions.
Read the complete answer →How do I find the root cause instead of fixing symptoms?
Trace the problem backward until you find the first place where reality stopped matching what should have happened. Everything downstream may be a consequence.
Read the complete answer →How do I know if a manual process should become a tool?
A repeated process is a candidate for a tool when its purpose, steps, users, risks, decisions, and definition of done are clear enough to explain without guessing.
Read the complete answer →Why do teams need a source of truth?
Teams need a source of truth because operational problems are often caused by missing and scattered context, not missing tools.
Read the complete answer →How do I clean up a messy HubSpot contact database?
Diagnose the database before changing it. Identify duplicates, missing fields, unset lifecycle stages and lead sources, stale records, and inconsistent formatting, then decide which findings are real problems in your operating context.
Read the complete answer →Using the tools
Tool-specific questions
What are these tools?
They are free tools for specific HubSpot and marketing-operations problems, including contact-data audits, workflow reviews, and consistent UTM links. Each began as a process Chelsie had already done by hand.
Browse the free tools →Is there a free alternative to HubSpot Operations Hub for data quality?
The HubSpot Health Check audits nine common contact-data conditions without requiring an Operations Hub Professional subscription. It is an independent diagnostic tool, not a replacement for every native HubSpot data-quality feature.
See the HubSpot Health Check →How do I find duplicate contacts in HubSpot without paying for a tool?
The free HubSpot Health Check flags duplicate email addresses and provides a downloadable list so you can review and resolve the affected records in HubSpot.
Run the read-only audit →How do I find rogue or unused workflows in HubSpot?
The Workflow Conflict Checker reviews active workflows for signals that they may be abandoned or worth reviewing, including age, activity, position in the workflow list, and departed creators.
See the Workflow Conflict Checker →Why is one contact getting emails from multiple workflows at once?
Multiple active workflows can share enrollment conditions, causing one contact action to trigger several email sequences. The Workflow Conflict Checker explains the overlap problem and audits the active workflow library.
Review the workflow problem →Why does Salesforce keep overwriting my HubSpot data?
HubSpot–Salesforce field mappings determine which value is used when the systems disagree. Review the mapping and decide which system owns each field before treating the overwrite as a record-level cleanup problem.
Why do my marketing leads sit untouched in the CRM?
Usually the handoff lacks a shared qualified-lead definition, clear ownership, or an enforced follow-up expectation. It is a process and definition problem before it is a tooling problem.
Define the actual problem →Is it safe to use my HubSpot private app token with these tools?
The HubSpot tools send the token to this site’s server routes only to make the requested HubSpot API calls. The implementation does not log, cache, or persist the token, and the tools request read-only scopes.
Review the required access →Do these tools store my data?
The HubSpot tools retrieve data through temporary server requests, then analyze and display the results in the browser. The implementation does not include a database or persistence layer for the submitted token, contacts, workflows, or generated reports. The UTM Builder runs entirely in the browser.
Read the Privacy Policy →What permissions do the HubSpot tools need?
Read-only permissions. The Health Check needs contact read access. The Workflow Conflict Checker needs workflow read access and can use portal-user read access for its departed-creator check. Each tool lists its minimum scopes.
Choose a tool →Are these official HubSpot tools?
No. They are independent tools built by Chelsie Hodgkiss. They use HubSpot APIs but are not affiliated with, endorsed by, or supported by HubSpot.
Which HubSpot plans do the tools support?
Plan and API availability vary by tool and by the HubSpot features enabled in your portal. Review the requirements on the specific tool page before creating a private app token.
Review each tool →Do I need to know how to code to use the free tools?
No. The public tools use browser forms or a HubSpot private app token. You do not need to edit or deploy code to run them.
Browse the tools →What is a UTM builder and why do I need one?
A UTM builder creates consistent campaign-tracking links. Chelsie’s free version standardizes lowercase values, spacing, protocols, and formatting so small naming differences do not split reporting.
Use the UTM Builder →Working together
Services and purchasing
How much do the free tools cost?
The diagnostic tools currently published on the site are free to use. There is no account or subscription required.
Can Chelsie build a custom version for my team?
Chelsie is open to custom versions of existing tools and small internal tools for HubSpot, marketing operations, GTM workflows, and AI-assisted process work. The scope is discussed directly rather than sold as a fixed package.
Can I own the code for one of the public tools?
You can ask Chelsie about a code package for a public tool. Availability, scope, setup, and future maintenance are discussed for the specific project.
What kinds of projects is Chelsie open to?
Custom tool versions, small internal operations tools, AI-assisted process documentation and workflow design, and thinking sessions for messy operational problems.
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Questions
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