CRM and Contact Database Accuracy and Workflow SOPCRM and Contact Database Accuracy and Workflow SOP
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A SOP showing how I keep a CRM and contact database accurate and easy to work from. It covers new contact intake, ongoing record updates, data quality checks, follow-up scheduling, pipeline review, and weekly reporting, with clear escalation rules for high-value contacts. Built to demonstrate how I turn a messy or inconsistent database into one reliable source of truth clients can act on. This is a demonstration piece created to showcase process-documentation skill, not tied to a specific client engagement.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started