Starter · 1 to 2 weeks
CRM Cleanup Starter
A single-focus engagement to audit your CRM data quality and deliver a documented cleanup plan your team can execute immediately.
Pricing is shared after a short scoping message, based on scope.
Scope and final pricing confirmed after inquiry. Timeline: 1 to 2 weeks.
Who this is for
- Businesses whose CRM has grown messy and reporting can no longer be trusted
- Teams preparing to run a campaign or segmented outreach but whose list data is unreliable
- Businesses after a merger, system migration, or sales handoff that left duplicate and incomplete records
What is included
- CRM data quality audit: duplicate contacts, missing fields, and property inconsistencies
- Prioritized cleanup plan with specific steps and recommended sequence
- Property and pipeline structure recommendations
- Data hygiene guidelines to prevent the same issues from recurring
What you need to provide
- • Admin or read access to your CRM
- • Brief description of how your contacts are currently organized
- • Any known problem areas or priorities to focus on first
Frequently asked questions
What exactly do I get?▼
A CRM data quality audit, a prioritized cleanup plan with specific steps, and property and pipeline structure recommendations. Everything is documented so you or a contractor can execute the cleanup.
Do you do the data cleanup for me?▼
I scope the cleanup and provide a documented plan. Hands-on data entry is not included, but the deliverable tells you exactly what to clean, in what order, and how.
Which CRMs do you work with?▼
HubSpot is my primary platform. I have also worked in Salesforce, Pipedrive, and Zoho. I confirm fit after reviewing your inquiry.
How long does it take?▼
Typically 1-2 weeks. I confirm the timeline after reviewing the size and state of your database.
What do you need from me?▼
Admin or read access to your CRM and a brief description of how your team uses it today.
How is this different from the CRM and Lifecycle Sprint?▼
This starter focuses specifically on data quality and cleanup: getting your existing contacts organized and your property structure sound. The CRM and Lifecycle Sprint is broader and includes lifecycle stage mapping, segmentation, and automation planning.
Ready to get started?
Send a message to discuss your CRM situation and confirm fit.
Advisory disclaimer
Marketing and strategy guidance provided by Veriqo Studio is educational and informational. It does not constitute legal, financial, tax, or compliance advice. No guarantees are made regarding specific outcomes. Performance depends on execution, market conditions, and individual circumstances.