You will get a CRM data quality audit with duplicate and import-readiness findings
Project details
Messy CRM data makes reporting unreliable and imports risky. I will audit your sanitized CSV or Excel export and turn the issues into a clear, prioritized action plan.
I assess completeness, validity, consistency, duplicate risk, and import readiness across the agreed fields. Depending on your selected tier, you will receive a data quality scorecard, duplicate-candidate analysis, missing or invalid field findings, mapping risks, and remediation recommendations.
This service is designed for HubSpot and other CRM contact or company datasets before cleanup, migration, or import. I work from exported files, so no production CRM access is required.
Important: This is an audit and planning service. I will not merge, delete, enrich, or import records, and I will not modify your source data. Duplicate candidates are flagged for review, while final merge decisions remain with you.
All findings are based on the supplied data and documented matching rules. You will receive clear evidence, priorities, and practical next steps your team can implement safely.
I assess completeness, validity, consistency, duplicate risk, and import readiness across the agreed fields. Depending on your selected tier, you will receive a data quality scorecard, duplicate-candidate analysis, missing or invalid field findings, mapping risks, and remediation recommendations.
This service is designed for HubSpot and other CRM contact or company datasets before cleanup, migration, or import. I work from exported files, so no production CRM access is required.
Important: This is an audit and planning service. I will not merge, delete, enrich, or import records, and I will not modify your source data. Duplicate candidates are flagged for review, while final merge decisions remain with you.
All findings are based on the supplied data and documented matching rules. You will receive clear evidence, priorities, and practical next steps your team can implement safely.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$95
|
Standard
$125
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 1 | 2 |
Number of Pages Mined/Scraped | 1 | 2 | 3 |
Number of Sources Mined/Scraped | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional 1,000 records audited
(+ 1 Day)
+$25Frequently asked questions
About Bb
CRM and Sales Automation Specialist for B2B SaaS
Bang Yai, Thailand - 2:09 am local time
My background in CRM operations started at Muang Thai Insurance where I managed customer data cleaned messy records and segmented leads by hand. That experience showed me exactly how much time teams waste on manual work and it is why I now build systems that do it automatically.
Here is how I can help
HubSpot automation including workflows lead scoring and pipeline setup
Speed to lead systems with instant alerts when a new lead comes in
CRM data cleaning to remove duplicates and standardize records
I combine no-code tools with custom Python code so I can build whatever fits your stack best.
Steps for completing your project
After purchasing the project, send requirements so Bb can start the project.
Delivery time starts when Bb receives requirements from you.
Bb works on your project following the steps below.
Revisions may occur after the delivery date.
Confirm scope and audit rules
I review the supplied files, record volume, required fields, matching rules, and target CRM requirements before beginning the audit.
Profile and validate the data
I assess completeness, validity, consistency, and structure across the agreed fields. No changes are made to your source file.