Your CRM Should Make Your Life Easier
Your CRM is supposed to help you stay organized, keep track of opportunities and know exactly where things stand.
But over time, duplicate contacts, outdated information, inconsistent data and a messy pipeline can turn it into one more thing you avoid dealing with.
I’ll help you get it back under control.
What’s Included
Contact Cleanup
Identify and clean up duplicate, outdated and incomplete contact records.
Tagging & Organization
Organize contacts with useful tags, categories and segmentation that make sense for your business.
Database Organization
Bring structure to the information you’ve accumulated so it’s easier to find and use.
Data Standardization
Create consistency across names, companies, contact information and other important fields.
Pipeline Organization
Clean up stages, opportunities and outdated records so you can see what’s actually happening in your pipeline.
General CRM Cleanup
Address the miscellaneous clutter and inconsistencies that have built up over time.
The Goal Is Simple
A CRM You Can Actually Work From
Instead of wondering whether your information is accurate or digging through records to find what you need, you’ll have a cleaner, more organized system that is easier to manage moving forward.
This Is a One Time Project
You don’t need to hire an ongoing virtual assistant just to get your CRM organized.
CRM Cleanup & Organization is available as a standalone project, which means we can tackle the mess, get your system organized and hand it back to you ready to use.
No ongoing retainer required.
Is This for You?
- Your CRM has duplicate contacts
- You aren’t confident the information is current Tags and categories have gotten out of control
- Leads are sitting in the wrong pipeline stages
- Your team isn’t using the CRM consistently
- You’ve been meaning to clean it up but never have time
- You’re preparing to migrate or make better use of your CRM
What Happens Next?
Tell Me What’s Going On
Tell me which CRM you’re using, roughly how many records you have and what’s causing the biggest headache.
I Clean It Up
I handle the cleanup and organization based on the agreed scope.
I’ll Review the Project
We’ll determine what needs to be cleaned up, organized or standardized and define the scope of the project.
You Get a Cleaner CRM
You get back a system that’s easier to understand, maintain and actually use.
I work with a variety of CRM platforms. (Hubspot, Mailchimp, GHL, Zoho..) Tell me what you’re currently using and I’ll determine whether it’s a good fit for a cleanup project.
Yes, when pipeline organization is part of the agreed project scope.
Yes, I can help organize and clean your existing data before a migration so you’re not bringing unnecessary clutter into the new system.
Every CRM is different, so pricing depends on the number of records, the condition of the data and the amount of cleanup and organization needed. I’ll review the scope before providing project pricing.
No. CRM Cleanup & Organization is available as a one time project. There is no ongoing retainer required.
Yes. Duplicate identification and cleanup can be included as part of the project.
Ready to Finally Clean Up Your CRM?
Stop letting the mess sit on your list. Tell me what you’re working with and let’s get it organized.