What's included

• CRM Data Clean-Up & Maintenance

  Audit, organize, and update your contact database to ensure all records are accurate, up-to-date, and properly segmented.

• Custom Report Creation

  Build and format reports that track what matters most—whether it’s campaign performance, sales activity, or operational metrics—delivered in a format that’s actually useful.

• Dashboard Setup & Visualization

  Design visual dashboards (in tools like Monday, Notion, or Google Sheets) that give you at-a-glance insight into your most important data

• Ongoing Data Entry & Record Management

  Consistent and detail-oriented data input across CRMs, spreadsheets, and project systems, with version control and documentation.