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Intermediate4-5 hoursSave 8+ hrs/week
CRM Data Hygiene & Enrichment
Your CRM is only as valuable as the data in it. This playbook establishes systems for your VA to maintain pristine contact records, enrich profiles with valuable insights, and identify data decay before it hurts your sales efforts.
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Tools Used:ChatGPTClayHubSpot/SalesforceLinkedIn
Run duplicate detection report and identify merge candidates
Identify records with missing critical fields (email, phone, company)
Flag stale records (no activity in 6+ months)
Create data quality scorecard with baseline metrics
Pro Tips
- •Start with high-value segments like active deals and top customers
- •Document common data entry errors to prevent future issues
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