CRM operations · run for you, monthly
A CRM you can trust.
A CRM decays the moment people start using it: duplicates, half-filled fields, leads sitting in a stage nobody owns. Reports built on that are fiction. We keep the data honest so the numbers mean something.
We write a real review of your site and send it. No call required, nothing installed.
What the CRM is hiding
Reports built on this data are fiction until somebody fixes it.
| Problem | Records | What we do |
|---|---|---|
| Same person, two records | 142 | merge proposed |
| No source on the deal | 318 | backfilled from GA4 |
| Owner left the company | 64 | reassigned, you approve |
| Phone in the name field | 27 | moved, format fixed |
| Never contacted, 9+ months | 203 | win-back or archive |
What runs every week
These are the actual automations on your account — not a service list. Each one produces a file you can open, and says up front what it needs.
CRM Portal Audit
A read-only audit of the instance itself, and a plain list of what it cannot see.
Runs weeklyCRM Record Hygiene Sweep
Normalise country, phone, title and company in one pass, and log every cell it changed.
Runs weeklyDuplicate Merge Plan
Duplicates with a confidence band, and a plan you approve. Nothing is ever merged.
Runs weeklyICP & Personas, Cited
ICP and persona sheets where every single claim carries the citation it came from.
Needs your keyLead Scoring Model
A model fitted on your own won and lost deals, written out as rules you can read.
Runs weeklyABM Target Account List
A target-account list in the exact column shape the platform you upload it to expects.
Runs weeklyField Health Report
Which fields are empty, stale or decorative - and which are filled with nothing at all.
Runs weeklyField Mapping Contract
What maps to what between two systems, written down, with the type conflicts named.
Runs weekly- Duplicate detection and merge rules that survive an import
- Field health: what is required, what is empty, what contradicts itself
- Lead scoring backtested against deals you actually closed
- Routing and sync-error triage, with a list of what needs a human
How it works
The same three steps for every account. No onboarding project, no tool for you to learn.
You send a website
We review it and tell you what we would take over first — in writing, before any money changes hands.
We build and run it
The automations are set up on your accounts and run on our machines, on a schedule, with approval gates where you want them.
You read one page
Every Monday: what changed, what it did, and the one or two things only you can decide.
Questions
The ones people actually ask before signing up.
Which CRMs do you support?
HubSpot and Salesforce read directly through our knowledge layer. Others we work with through exports, which is slower but perfectly workable.
Will you change data without asking?
Merges and deletions are always proposed first. Everything else that writes is listed in the Monday letter before it happens.
Can you fix a broken import?
That is one of the most common first jobs. We find what the import broke, propose the repair, and then stop it happening again.
The rest of the stack
Most clients start with one of these and add the next once the first is running.
Start with a review of your site
Tell us where you are. We send back what we would fix first — yours to keep either way.
We write a real review of your site and send it. No call required, nothing installed.