Duplicate Cleanup Plan & Clean FileAaron Franklin
Deliverable title: Cleanup plan and cleaned list
Deliverable description
A merge plan your CRM admin can follow, showing which record to keep in each duplicate group and which details to carry over, plus a cleaned CSV with one record per person.
Service type: Inquire First
Price: Contact for pricing
Timeline: 2 weeks
Description
Already know you have duplicates? I'll help you clean them up safely.
Merging is where data gets lost. Pick the wrong record to keep and you can lose a phone number, an address, or someone's history. This service turns a duplicate list into a clear, safe plan before anything changes in your CRM.
How it works
We start from a duplicate audit, either mine or one you already have.
For each duplicate group, I pick the best record to keep and note which details to carry over from the others.
I flag anything that needs a human decision instead of guessing.
Your team or CRM admin makes the merges using the plan.
What you get
A merge plan spreadsheet: each group, the record to keep, and the fields to copy over
A cleaned CSV with one record per person, if you want a fresh list
A short list of cases that need your decision
What I don't do
I don't log into your CRM or merge records myself. Your team stays in control of every change.
Your data
Send only the fields needed for matching.
Files are shared through [a secure link / Google Drive], not email attachments.
I use your data only for this project and never share it.
I delete your file and all copies within 7 days of delivering, and confirm it in writing.
FAQ
Do I need the audit first? It helps, but if you already have a duplicate list, I can start from that.
How is it priced? By list size and how many duplicates there are. I'll quote after a quick look.
Can you do the merges in HubSpot or Salesforce? Not directly. Your admin does that using the plan.
Requirements
Your duplicate list or audit results, and a CSV export of the records involved.
Example work
Aaron's other services
Starting at$500
Duration2 weeks
Tags
Backend Engineer
Data
Data Clean Up
Entity Resolution
Service provided by
Aaron Franklin Austin, USA
Duplicate Cleanup Plan & Clean FileAaron Franklin
Starting at$500
Duration2 weeks
Tags
Backend Engineer
Data
Data Clean Up
Entity Resolution
Deliverable title: Cleanup plan and cleaned list
Deliverable description
A merge plan your CRM admin can follow, showing which record to keep in each duplicate group and which details to carry over, plus a cleaned CSV with one record per person.
Service type: Inquire First
Price: Contact for pricing
Timeline: 2 weeks
Description
Already know you have duplicates? I'll help you clean them up safely.
Merging is where data gets lost. Pick the wrong record to keep and you can lose a phone number, an address, or someone's history. This service turns a duplicate list into a clear, safe plan before anything changes in your CRM.
How it works
We start from a duplicate audit, either mine or one you already have.
For each duplicate group, I pick the best record to keep and note which details to carry over from the others.
I flag anything that needs a human decision instead of guessing.
Your team or CRM admin makes the merges using the plan.
What you get
A merge plan spreadsheet: each group, the record to keep, and the fields to copy over
A cleaned CSV with one record per person, if you want a fresh list
A short list of cases that need your decision
What I don't do
I don't log into your CRM or merge records myself. Your team stays in control of every change.
Your data
Send only the fields needed for matching.
Files are shared through [a secure link / Google Drive], not email attachments.
I use your data only for this project and never share it.
I delete your file and all copies within 7 days of delivering, and confirm it in writing.
FAQ
Do I need the audit first? It helps, but if you already have a duplicate list, I can start from that.
How is it priced? By list size and how many duplicates there are. I'll quote after a quick look.
Can you do the merges in HubSpot or Salesforce? Not directly. Your admin does that using the plan.
Requirements
Your duplicate list or audit results, and a CSV export of the records involved.
Example work
Aaron's other services
$500