CRM Import Review Workbook and Decision Dashboard by Michael GouldCRM Import Review Workbook and Decision Dashboard by Michael Gould
CRM Import Review Workbook and Decision DashboardMichael Gould
Know which records are ready, which need review, and which must be blocked before import.
I turn one authorized CRM or contact export into an editable review workbook before anyone changes production data.
You receive:
• a compact executive dashboard
• transparent matching rules
• duplicate clusters with false positive review fields
• field completeness analysis
• a record level decision queue
• a cleanup decision log
• a written import readiness handoff
This is a strong fit when your team has inherited a messy export, is preparing a campaign, is consolidating lists, or needs a controlled cleanup plan without granting live CRM access.
The standard service covers one authorized Excel or CSV export with up to 500 rows. It does not include automatic deletion, import execution, paid enrichment, scraping, or mailbox deliverability verification. You control every final data decision.
CRM Import Review Workbook and Decision DashboardMichael Gould
Starting at$325
Duration3 days
Tags
CRM
Data Analytics
Data Cleaning
Microsoft Excel
Data Quality
Know which records are ready, which need review, and which must be blocked before import.
I turn one authorized CRM or contact export into an editable review workbook before anyone changes production data.
You receive:
• a compact executive dashboard
• transparent matching rules
• duplicate clusters with false positive review fields
• field completeness analysis
• a record level decision queue
• a cleanup decision log
• a written import readiness handoff
This is a strong fit when your team has inherited a messy export, is preparing a campaign, is consolidating lists, or needs a controlled cleanup plan without granting live CRM access.
The standard service covers one authorized Excel or CSV export with up to 500 rows. It does not include automatic deletion, import execution, paid enrichment, scraping, or mailbox deliverability verification. You control every final data decision.