CRM Remediation and Marketing Foundation for an Insurance Advisory Firm
A 3-month fractional engagement cleaned 8,866+ CRM records, audited 6 producer workflows across 37,523 calls, discovered 99.8% unused ZoomInfo credits, and achieved a #1 Google ranking for a vertical keyword cluster.
Key metrics
- 8,866+ CRM records cleaned (4-phase QA)
- 19% contact database reduction (15,834 to 12,822)
- 37,523 calls audited across 6 producer workflows
- 99.8% ZoomInfo credits found unused
- #1 Google ranking for vertical keyword cluster
Approach
4-phase CRM remediation, producer workflow audit, marketing foundation build, and organic search strategy.