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I want one dependable set of current business records

Contact and Data Cleanup

Contact and data cleanup creates one dependable set of records the team can use with confidence.

Ask about this service Call (561) 203-9685

Receive one dependable set of customer, product or business records that the team can use with confidence. Duplicates are merged, incomplete fields are identified and conflicting lists are reconciled without discarding the original files.

How this gets fixed

The service is a contact and data cleanup

This is a cleanup job, done on a copy first. Your lists get compared, matched and merged, the formats get made consistent, and the record you keep is the fullest one rather than the newest.

You end up holding one list you can trust, plus a file of everything that was taken out, so nothing disappears without you seeing it.

What is usually wrong

  • The same person in your CRM three times, spelled three ways
  • A mailing list, a phone contact book and a CRM that do not agree
  • Records with no email, no phone, or a phone that has not worked for years
  • Contacts still marked as leads who bought two years ago
  • People who asked not to be emailed, still on the list
Scope

What this service includes

Included in your service
  • What gets done
  • Duplicates found and merged, keeping the fullest version of each person
  • Formats made consistent: names, phone numbers, addresses and dates
  • Dead and undeliverable records separated out rather than silently deleted
  • Tags, stages and categories reduced to the ones you actually use
  • One agreed source of truth, so the others stop competing with it
  • Why it comes first
  • Migrating a mess moves the mess. This is what you do before a CRM migration
  • Sending to a list full of dead addresses damages whether your email arrives at all
  • A report built on duplicated records tells you something untrue
  • Your data
  • Nothing is deleted without your approval, and you get the removed records back as a file
  • People who opted out stay out. That is a legal position, not a preference
Related work quoted separately
  • Buying or appending contact data from an outside provider
  • Third party email verification, which is its own subscription in your name if you want it run
  • Deleting anything on my own judgement.Removals are approved by you and returned as a file
  • Fixing whatever created the mess.New records keep arriving the same way until the intake changes, which is part of CRM Setup and Lead Tracking
  • Moving the clean list into a new system afterwards, which is CRM Setup and Lead Tracking
  • Writing or sending the email that goes to the cleaned list, which is Copywriting
  • Legal advice on consent, privacy and record keeping.Opt outs are respected, a lawyer covers your obligations
  • Any guarantee about email deliverability.A clean list removes one known cause and no vendor promises the rest
  • Recovering records that were already deleted from a system before this started
The process

How it runs, step by step

  • Tell me what is going on The form below. What you have now, and what you want instead.
  • A short call, if it needs one Only where the scope cannot be settled in writing.
  • You get the scope and the price In writing, with what is included and what is not.
  • You approve it Nothing starts before you have agreed the scope and the price.
  • The work happens You are told when something needs a decision from you, and nothing else.
  • Handover What was done, where it lives, and what to do next, written down.

More on how working together works.

FAQ

Questions about this service

Will you delete my contacts?

Nothing goes without your approval, and everything removed comes back to you as a file. The work runs on a copy until you have seen what the result looks like.

How do you decide which duplicate to keep?

The record that survives is the one with the most usable information, not the most recent one. Where two records genuinely conflict, for example two different phone numbers, both are kept on the surviving contact and flagged for you.

Do I need this before switching systems?

If the data is a mess, yes. Migrating a mess moves the mess, and you then pay per contact to store records that were never any good.

My list is years old. Is any of it worth keeping?

Some of it. Old records are separated rather than assumed dead, because a customer from four years ago is still a customer and an address that bounced once is not proof of anything.

Can you work on a spreadsheet instead of a CRM?

Yes. Spreadsheets, exports, phone contact books and mailing platforms all get treated the same way, and the end result is one agreed source with the others pointing at it.

What about people who asked to be taken off?

They stay off, and they get carried into the clean list as suppressed rather than simply dropped, so nobody re-imports them by accident later.

Send me the details

I read it and reply with the scope and the price before any work starts.

Ask about this service or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].