Clean-up
Tidy the nest. Trust the number.
A brief is only as good as the records under it. Two fixed-price jobs: one for the CRM you already have, one for a list before anyone works it.
CRM clean
We go through your CRM record by record and fix what’s quietly wrecking the forecast: duplicates merged, every contact tied to the right company, titles and picklists cleaned up, required fields at each stage, and an owner on every open deal.
It starts with Preflight, a free read-only scan that prices what’s broken, and you sign a pass/fail checklist before we touch anything.
$3,500
One fixed price for the whole checklist.
Every item on the checklist we agree at kickoff passes within 7 business days, or the balance is on us.
List clean
You bought a list, or someone built one in a spreadsheet. Before anyone contacts it, we check every row:
- the person is still in that role, with the date we checked, or marked unverified;
- the email address is deliverable;
- they’re not on a do-not-contact or suppression list;
- they’re not already in your CRM, so two reps don’t reach the same person.
You get the list back with a status on every row. Nothing gets sent to anyone on it.
Clean records first, then the briefs.
Most teams start with the Warm Start sprint and add a clean-up where the scan says they need one.