You will get CRM Cleanup & Contact Organization
Project details
Are you overwhelmed by a messy CRM? Struggling with duplicate contacts, outdated info, or a lack of structure? You're not alone — and that's where I come in.
I help small businesses, solopreneurs, and busy teams get their CRM systems in order so they can focus on growth, not chaos. With a sharp eye for detail and a background in client management and operations, I specialize in cleaning up contact lists, organizing client data, and implementing simple systems that actually work.
What sets this project apart:
✅ Not just cleanup — optimization. I don’t just delete duplicates; I organize your contacts into useful categories, apply tags, and help you make sense of your data.
✅ Personalized service. I work directly with you to understand your goals and customize the CRM layout to match your workflow.
✅ Ongoing support available. Need regular help keeping your CRM up to date? I also offer monthly maintenance and support to keep things running smoothly.
Whether you're using HubSpot, ClickUp, or a spreadsheet-based CRM, I’ll get you from cluttered to clear — no tech overwhelm required.
Let’s get your system working for you.
I help small businesses, solopreneurs, and busy teams get their CRM systems in order so they can focus on growth, not chaos. With a sharp eye for detail and a background in client management and operations, I specialize in cleaning up contact lists, organizing client data, and implementing simple systems that actually work.
What sets this project apart:
✅ Not just cleanup — optimization. I don’t just delete duplicates; I organize your contacts into useful categories, apply tags, and help you make sense of your data.
✅ Personalized service. I work directly with you to understand your goals and customize the CRM layout to match your workflow.
✅ Ongoing support available. Need regular help keeping your CRM up to date? I also offer monthly maintenance and support to keep things running smoothly.
Whether you're using HubSpot, ClickUp, or a spreadsheet-based CRM, I’ll get you from cluttered to clear — no tech overwhelm required.
Let’s get your system working for you.
Data Entry Type
Copy Paste, Data Cleansing, Error DetectionData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 5 | 8 | 12 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Ongoing Maintenance (Monthly Support)
+$125Frequently asked questions
About Shana
Virtual Assistant | CRM, Client Support & Task Management
Kelowna, Canada - 10:36 am local time
I’m a professional Admin & Operations Assistant specializing in backend support for founders and small teams. I help streamline daily processes so you can focus on growth, not micromanagement.
Here’s how I help:
✅ Client & Inbox Management – Clear communication, fast follow-ups, and professional client interactions.
✅ CRM Cleanup & Upkeep – Organized pipelines, no more dropped leads or messy records.
✅ Task & Operations Coordination – Support with ClickUp, project timelines, SOPs, and admin systems.
I’m proactive, reliable, and thrive on making things easier for busy professionals. Whether you need ongoing support or help getting organized, I’m here to make the backend effortless.
Let’s connect if you’re ready for organized systems and a dependable right hand.
Steps for completing your project
After purchasing the project, send requirements so Shana can start the project.
Delivery time starts when Shana receives requirements from you.
Shana works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Access
We’ll begin with a quick intake to understand your CRM goals, pain points, and preferred tools. You’ll provide access to your CRM and share any notes about how you currently organize client info.
Audit & Recommendations
I’ll review your CRM to identify duplicates, incomplete records, formatting issues, or workflow gaps. You’ll get a quick summary of what I find, along with suggestions for improvements.