Your CRM, untangled in 5 business days.
I merge duplicates.
I clear dead leads.
Every record becomes usable — without you lifting a finger.
Still, you know it’s a mess. That’s not in question. What’s stopping you isn’t disbelief — it’s the size of the job. After all, “clean up the CRM” sounds like a weekend you don’t have, followed by a system you’re still not sure how to fix, even if you found the time.
This isn’t a DIY project, and nobody’s talking you into doing it yourself. Instead, you get a complete CRM cleanup service that I handle start to finish, in one work week.
What the
CRM Cleanup Service
includes:
- Duplicate detection & merge — I combine every contact that exists two or three times under slightly different spellings, emails, or entries into one accurate record
- Dead lead audit — I find old, cold, and abandoned contacts, then tag or archive them so your active pipeline only shows what’s actually active
- Standardized formatting — I clean names, phone numbers, emails, and fields to one consistent format, so searching and filtering actually works
- Tag & status cleanup — I combine inconsistent or duplicate tags into a system that makes sense
- Before & after summary — you get a clear report showing exactly what was wrong and what I fixed, not just a vague “all done!”
The timeline:
- Day 1: Kickoff — I get access to your CRM and confirm what needs doing
- Days 2–4: Next, the actual cleanup happens — I merge duplicates, tag dead leads, and clean up formatting
- Day 5: Finally, I deliver the final review and before/after summary, then we talk about whether a Care Plan makes sense to keep things this way
Business consultants, financial advisors, insurance agencies, bookkeeping firms, marketing agencies, real estate agents, and home service businesses — basically, if your business runs on a CRM and you’ve been avoiding looking at it too closely, I built this for you.
Platforms supported:
Don’t see your platform? Just ask.
If you’re running something else entirely, there’s a good chance I can still help — drop it in on the audit call.
Common questions:
Will I lose any data?
No. Cleanup means consolidating and organizing what’s there — nothing gets deleted without your sign-off first.
What if my CRM is a lot worse than I think?
That’s most people, really. The 5-day timeline covers genuinely messy CRMs, not just lightly cluttered ones. If yours is an extreme case, I’ll flag that on the free audit call before we start, not after.
What happens after the 5 days
You’ve got a clean CRM and a clear before/after report. Most clients move into the CRM Care Plan at that point, so the cleanup doesn’t quietly undo itself — but it’s not required.
How much does it cost?
Because the size of CRMs can vary so widely, please schedule a free audit call to discuss pricing.