You will get your CRM contacts, lists, and fields cleaned and organized
Project details
I will clean up messy CRM data so your contact records, lists, and fields are easier to use and maintain.
This project is for businesses that have duplicate contacts, inconsistent formatting, outdated tags, messy imports, or contact data that needs to be standardized before use.
This project is for businesses that have duplicate contacts, inconsistent formatting, outdated tags, messy imports, or contact data that needs to be standardized before use.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$89
|
Standard
$195
|
Advanced
$395
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional 1,000 records cleaned
(+ 1 Day)
+$65
Extra field, tag, or list cleanup
(+ 1 Day)
+$40Frequently asked questions
About Dan
Implementation and Workflow Cleanup | Email, WordPress, Automations
Mesa, United States - 11:36 am local time
I work carefully and focus on leaving the work easy to review and use.
Steps for completing your project
After purchasing the project, send requirements so Dan can start the project.
Delivery time starts when Dan receives requirements from you.
Dan works on your project following the steps below.
Revisions may occur after the delivery date.
Files and access
You send the CSV export or CRM access plus your cleanup notes.
Scope check
I review the file or records and confirm the cleanup approach based on your selected package.