Overhaul · Fixed price
We reset your CRM, at a price that doesn’t move.
Overhaul fixes what Preflight finds: duplicate records, broken links between contacts and companies, messy field values, empty fields, pipeline rules, automations and role views. You sign a checklist at kickoff, and every line on it is pass or fail.
One price, and a guarantee.
Nothing gets tacked on to make the checklist pass.
$3,500
One fixed price for the whole checklist.
- One migration included.
Every item on the checklist we agree at kickoff passes within 7 business days, or the balance is on us.
What’s in it
| Area | What we do | How “done” is measured |
|---|---|---|
| Duplicates | We merge duplicate contacts and companies, by a rule you can read start to finish | Under 2% duplicates on each (Uniqueness score 95 or higher) |
| Relationships | We link every contact to its company by matching email domain | Zero unresolved matches. Exceptions listed by name. |
| Normalization | Every job title gets mapped to a seniority and a function. Industry, lead source and region move onto picklists. | 100% of titled contacts mapped. Zero free-text values left standing. |
| Enrichment | We backfill the fields you pick: headcount, industry, HQ, domain, LinkedIn URL | The fill rate you set for each field at kickoff |
| Pipeline rules | Your stage exit criteria become required fields at each stage | Every listed stage, 100% |
| Owners | Every open deal gets an active owner | 100% |
| Deal hygiene | Every open deal gets an amount, a close date on or after handover day, a next step, at least one contact and a company | 100% of open deals, checked by script |
| Automations | We build the trigger → action pairs you name at kickoff, like a task on stage change, a closed-won post to Slack, or owner reassignment | Each one fires correctly on a live test record. None points at a deleted field or a removed user. |
| Role views | A view for each role you name, showing only what that role needs to see | Checked by logging in as each role, or by the view configuration |
| The headline | We re-run Preflight on the finished workspace | The before-and-after scan goes straight into your handover pack |
One migration, included
One migration is included: we map your spreadsheets or your old CRM in and reconcile it row for row.
What we need at kickoff
One 30-minute call and one form. It covers:
- Access. Build access to your CRM, scoped to exactly this job.
- Stages. Your pipeline stages, what must be true to leave each one, and who owns each.
- Required fields. The fields required at each stage.
- Taxonomy. Your values for titles, industries, lead sources and regions. If you don’t have them, we use ours.
- Enrichment. Which fields to backfill, and whose enrichment credits pay for it.
- Automations. The automations you want, as “when X, do Y”.
- Roles. The roles on your team and what each should see.
Anything missing from that form turns into new work later, quoted on its own and agreed with you before we start.
What you get at handover
One 20-minute call and a handover pack:
- Before-and-after scan. Same seven dimensions, so you can see exactly what moved.
- Automation test log, one timestamped entry per automation.
- Role views, as screenshots or the view configuration, one per role.
- Data dictionary: every field we touched, its allowed values, and what fills it from now on.
- Exception list: anything we couldn’t resolve by rule, handed to you instead of guessed at.
- Snapshot of your data from before we started.
- Confirmation that our access is revoked and our keys deleted.
How the build runs
Four rules on every job:
- One access grant, up front.
- “Done” means every line on the checklist passes. Nothing gets decided by taste.
- We don’t send anything to the outside world on your behalf.
- Everything we change gets snapshotted first. Everything we add gets tagged, so it can be found and pulled back out.
No check-ins. After kickoff, we build, and you hear from us again at handover.
Every Overhaul starts with a Preflight.
Free, read-only, and the quote you get at the end is the price you’ll pay.