You will get CRM Cleanup & Organization for Service‑Based Businesses
Rising Talent
Project details
You will get a clean, organized, and easy‑to‑manage CRM that saves you time, reduces errors, and supports your business growth. With 20+ years of operational experience and a specialty in nonprofits and service‑based businesses, I bring clarity to messy systems and transform them into streamlined, reliable workflows.
I remove duplicates, standardize naming conventions, organize documents, and ensure your CRM is structured in a way that makes sense for your business. The result is a CRM you can trust — one that improves accuracy, boosts efficiency, and helps you stay on top of every job, client, and detail.
The work I deliver is thorough, professional, and tailored to your unique needs. My goal is simple: give you a CRM that works for you, not against you.
I remove duplicates, standardize naming conventions, organize documents, and ensure your CRM is structured in a way that makes sense for your business. The result is a CRM you can trust — one that improves accuracy, boosts efficiency, and helps you stay on top of every job, client, and detail.
The work I deliver is thorough, professional, and tailored to your unique needs. My goal is simple: give you a CRM that works for you, not against you.
Data Entry Type
Copy Paste, Data Cleansing, Error Detection, Online Research, Word ProcessingData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$350
|
Standard
$550
|
Advanced
$750
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 1 | 2 |
Number of Hours of Work | 4 | 7 | 12 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$15
Additional Hour of Work
+$30Frequently asked questions
About Rhonda
Executive Operations Specialist
Aubrey, United States - 10:04 am local time
If your CRM is cluttered, your files are scattered, or your processes live in your head instead of a system — I bring the structure, clarity, and organization your business has been missing. With 20+ years of operational and executive support experience, I specialize in transforming disorganized digital environments into streamlined, efficient systems that support growth.
𝗪𝗵𝗮𝘁 𝗜 𝗗𝗼 𝗕𝗲𝘀𝘁
𝗖𝗥𝗠 𝗖𝗹𝗲𝗮𝗻𝘂𝗽 & 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻
• Remove duplicates, outdated data, and inconsistent entries
• Rebuild pipelines, tags, stages, and automations
• Create clean, easy-to-use structures your team can maintain
• Experience includes 700+ job cleanup in JobNimbus
𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗙𝗶𝗹𝗲 & 𝗙𝗼𝗹𝗱𝗲𝗿 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻
• Organize Google Drive, OneDrive, Dropbox or shared folders
• Create naming conventions, folder structures, and access rules
• Turn chaos into a clean, intuitive system
𝗦𝗢𝗣𝘀, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁
• Document your processes step-by-step
• Build workflows that reduce errors and save time
• Create repeatable systems your team can follow
𝗪𝗲𝗯𝘀𝗶𝘁𝗲 & 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗦𝘂𝗽𝗽𝗼𝗿𝘁
• Website updates and content formatting
• Page organization and basic SEO structure
• Support for newsletters and digital content
𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 𝐀𝐮𝐝𝐢𝐭𝐬
• Review of CRM, files systems, workflows, and processes
• Clear recommendation for structure, efficiency, and organization
• Action plan for operational improvements
𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲
• Inbox and calendar management
• Task and project coordination
• Reports, presentations, and business documents
• Administrative support that keeps operations moving smoothly
𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗛𝗶𝗿𝗲 𝗠𝗲
• 20+ years supporting executives and operations
• Proven experience organizing large scale CRM and digital systems
• Clear communication, proactive support, and zero micromanagement needed
• Solution oriented approach with strong ownership of outcomes
• Calm, structured systems thinking that brings order to CRMs, files, workflows, documents, and digital content
• Systems minded, problem solving approach that helps clients reduce overwhelm, eliminate bottlenecks, and keep operations running smoothly
𝗟𝗲𝘁’𝘀 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝗱
If you are ready to clean up your CRM, streamline your operations, or document your processes, I would love to support you.
Send me a message and tell me what feels cluttered right now. I will help you get it under control.
Steps for completing your project
After purchasing the project, send requirements so Rhonda can start the project.
Delivery time starts when Rhonda receives requirements from you.
Rhonda works on your project following the steps below.
Revisions may occur after the delivery date.
Review Current CRM Setup
I access your existing CRM structure, data quality, naming conventions, and identify duplicates or inconsistencies.
Cleanup & Standardize Data
I remove duplicates, correct inconsistencies, and apply clean, uniform naming conventions across contacts, jobs, and records.