You will get A Data Hygiene Cleanup


Project details
WHAT I DO
1. Duplicate detection & merge: Fuzzy matching on company name, domain, address. I propose survivors and field decisions; never guess silently.
2. Name & entity standardisation: Consistent suffixes, capitalization, spacing. Flag parent/subsidiary relationships.
3. Contact field completion: Email validation, phone formatting (international), job titles normalised, name splits corrected.
4. Address cleanup: Countries/states to pick list, postcodes formatted per country, typos corrected.
5. Dead & stale records flagged: Bounced emails, defunct accounts, inactive records. Flagged for approval, never deleted.
6. Compliance checks: Required fields and pick list issues identified before import errors.
7. Orphaned relationships: Contacts without accounts, accounts without owners, broken links.
WHAT YOU GET
1. Import-ready file: original values in parallel columns for transparency
2. Change log: every edit with before/after values and reasons, fully auditable
3. Merge proposal: duplicate groups with recommended survivors for your approval
4. Decisions list: judgment calls requiring your input, with full context
5. Findings note: root causes so bad data doesn't rebuild itself
1. Duplicate detection & merge: Fuzzy matching on company name, domain, address. I propose survivors and field decisions; never guess silently.
2. Name & entity standardisation: Consistent suffixes, capitalization, spacing. Flag parent/subsidiary relationships.
3. Contact field completion: Email validation, phone formatting (international), job titles normalised, name splits corrected.
4. Address cleanup: Countries/states to pick list, postcodes formatted per country, typos corrected.
5. Dead & stale records flagged: Bounced emails, defunct accounts, inactive records. Flagged for approval, never deleted.
6. Compliance checks: Required fields and pick list issues identified before import errors.
7. Orphaned relationships: Contacts without accounts, accounts without owners, broken links.
WHAT YOU GET
1. Import-ready file: original values in parallel columns for transparency
2. Change log: every edit with before/after values and reasons, fully auditable
3. Merge proposal: duplicate groups with recommended survivors for your approval
4. Decisions list: judgment calls requiring your input, with full context
5. Findings note: root causes so bad data doesn't rebuild itself
Data Entry Type
Data Cleansing, Error DetectionData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$85
|
Standard
$185
|
Advanced
$290
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 0 | ||
Formatting & Clean Up | |||
Graph & Table Creation |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$22 - $85Frequently asked questions
About Danica
Operations & Customer Support | Process Documentation | CRM Management
Dumaguete, Philippines - 10:23 am local time
Investigate issues, find real solutions, keep customers updated
📊 Organize your data
Clean up customer records, contracts, and business information so your team can work smoothly
📝 Write clear guides
Create step-by-step instructions and training materials so your team knows what to do
⚡ Work independently
Manage my own time, stay organized, and get things done without micromanagement
🛠️ Tools I Use:
✅ Intercom
✅ Chargebee
✅ Exact
✅ Salesforce
✅ Asana
✅ Notion
✅ Google Workspace
✅ Microsoft Office
✅ PandaDoc
✅ Exact
✅ Canva
✅ Calendly
✅ Spreadsheets (Excel/Google Sheets)
📌 My Background:
8 years working in travel, finance, hospitality, and tech. I've handled thousands of customer issues, organized data for growing teams, and written guides that actually help people do their work.
💪 Why hire me:
Thorough, reliable, detail-oriented. I investigate problems to find root cause. I prevent issues before they happen. I communicate clearly.
Steps for completing your project
After purchasing the project, send requirements so Danica can start the project.
Delivery time starts when Danica receives requirements from you.
Danica works on your project following the steps below.
Revisions may occur after the delivery date.
Final Quality Check
I review the completed work, verify it meets the project requirements, and make sure everything is ready for your review and approval.
