Stop Guessing. Start Knowing Your CRM Works.

42 checks across 8 critical areas of CRM data architecture — built specifically for music tech companies using a CRM like HubSpot.

Stop Guessing.
Start Knowing
Your CRM Works.

42 checks across 8 critical areas of CRM data architecture — built specifically for music tech companies using a CRM like HubSpot.

Get the CRM Data Architecture Checklist

Instant download. No spam. Just the checklist.

8 Sections. Zero Fluff.

Every item in the checklist maps directly to a real failure pattern we see in music tech CRM systems. No generic advice — only what actually matters for your business model.

Object Architecture

  • Identified your primary record type based on your customer model
  • Documented entity types your business tracks
  • Defined relationships between objects
  • Determined if custom objects are needed

Contact Record Standardization

  • Defined a Contact Type property to segment your database
  • Established required fields for each contact type
  • Replaced free-text fields that should be dropdowns
  • Set up duplicate prevention rules

Custom Properties

  • Catalog size / track count
  • Distribution territory (dropdown, not free text)
  • PRO membership (ASCAP, BMI, SESAC, etc.)

  • + 9 more music-industry properties

Data Governance

  • Assigned a data steward with authority to enforce standards
  • Documented property naming conventions
  • Established a review process before adding new properties
  • Scheduled quarterly data quality reviews

Built for the people running music tech data day to day.

  • Founders and CEOs who are tired of being the only person who knows where the data actually lives
  • Ops and RevOps leads setting up or inheriting a HubSpot instance for a music platform
  • Marketing leads who can’t trust the contact data they’re sending campaigns to
  • Any team that’s outgrown their spreadsheets but hasn’t built the CRM structure to replace them

Know exactly where you stand with the included scoring guide.

The checklist includes a built-in scoring guide so you can assess your current setup and know what to prioritize first.

  • 0–15 = Data Mess (full overhaul needed)
  • 16–25 = Work in Progress (targeted fixes)
  • 26–35 = Getting There (tighten governance)
  • 36–42 = Data Nirvana (maintain & scale)

The CRM consultant who actually gets music tech.

Octave Media helps music tech companies clean up data messes and optimize HubSpot CRMs so owners and their teams can trust their numbers, make better decisions, and scale their platforms. We’re not a generic CRM shop. We understand how music platforms are built, how artists and labels interact with your system, and what good data architecture looks like for your specific business model.

Download the checklist. Free.

Takes about 20 minutes to complete. You’ll know exactly what’s working, what’s broken, and what to fix first.

Harmonize your data, team, and platform.

When your team has the answers at their fingertips, you’re making strategic decisions backed by solid numbers, and you’re not buried in spreadsheets wondering if payout calculations are going to blow up in your face, you’ll finally be able to scale the music tech platform and business you’ve always envisioned.

Freedom. Confidence. Control. This is Data Nirvana.