The CRM Data Cleanup Mini-Guide
De-dupe, fix, and enrich your neglected CRM in an afternoon using a simple repeatable process.
If your CRM has been alive for more than six months, it probably has duplicate contacts, missing properties, and records you cannot trust. This guide gives you a step-by-step process to fix it in one working session, using a mix of manual checks and AI tools so you do not have to do the tedious parts yourself. Work through it in order. By the end, you will have a CRM you can use to make decisions.
- Before You Touch Anything: Run a Data Audit
- Step 1: Find and Merge Duplicate Contacts
- Step 2: Fix Missing and Broken Properties
- Step 3: Segment Out the Dead Weight
- Step 4: Use AI to Enrich What You Cannot Fill Manually
- Step 5: Rebuild Your Core Segments
- Step 6: Set Up Maintenance So It Stays Clean
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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