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I will crm data cleanup and deduplication expert
About this Gig
Bad data drains money. I will transform your messy contact list into a clean, de-duplicated, import-ready file in three fast steps:
1. Audit & profile identify duplicates, format issues, missing fields.
2. Clean & standardize remove exact/near dupes; convert phone numbers to +1-415-555-1212 (E.164); enforce USPS city/ZIP5; merge fuzzy company names.
3. Deliverables cleaned CSV/XLSX, change-log showing every modification, and tips for keeping data healthy.
Packages
Basic (2 k rows, 2 days) dedupe, phone & ZIP fixes.
Standard (10 k rows, 3 days) everything in Basic + address standardization + company merge + audit report.
Premium (25 k rows, 5 days) everything in Standard + fuzzy duplicate groups, opt-out suppression list, 30-min Zoom hand-off.
Why me?
20 yrs SQL, Excel, Power Query & CRM analytics
Real results: reduced email bounce-rate 9 % down to 1 %, saved client $6 k/yr in HubSpot fees
NDA friendly, files processed offline & deleted after 7 days
Clear communication, up to 3 revisions included
Ready for error-free imports and happier sales teams? Select a package or message me now.
Technology:
Excel
•
Google Sheets
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Python
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VBA
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Zapier
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Alteryx
FAQ
Which CRMs do you support?
Any platform that can export CSV or XLSX files—including Salesforce, HubSpot, Marketo, Pipedrive, Zoho, Copper, and Klaviyo. If you have a custom system, send me a sample export and I’ll confirm before you order.
Can you sign an NDA?
Absolutely. Feel free to send your NDA, or ask for my standard mutual-NDA template. I won’t start work until confidentiality is in place.
How do you keep my data secure?
All processing is done on an encrypted local machine—never in third-party cloud tools. Raw files are deleted seven days after delivery (or sooner on request).
What counts as a “row” toward the package limit?
One contact or record equals one row. If your file has blank lines or header rows, I exclude those from the count.
What if my file is larger than the Premium package?
Message me with the row count and a brief description. I’ll create a custom offer with optimized pricing and turnaround.
What file formats do you accept?
CSV, XLS, XLSX, Google Sheets, and TSV are all fine. If you have JSON, XML, or a database dump, message me first and I’ll let you know the quickest conversion path.
What details do you need before you start?
Just the raw file and a short note on any special rules (e.g., “keep nickname field,” “merge ‘Inc.’ and ‘Incorporated’ ”). I’ll review and confirm within a few hours.
Do you provide ongoing maintenance?
Yes—after the first job, I can set up a monthly or quarterly clean-up at a discounted rate. Ask for a custom offer if you want a standing arrangement.
What happens if the cleaned file doesn’t import correctly?
I include up to 3 revisions (1 in Basic, 2 in Standard, 3 in Premium). Share the error message or screenshot, and I’ll fix the import issue free of charge within 24 hours.
