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Intermediate4-5 hoursSave 8+ hrs/week
CRM Data Hygiene & Enrichment
Your CRM is only as valuable as the data in it. This playbook establishes systems for your VA to maintain pristine contact records, enrich profiles with valuable insights, and identify data decay before it hurts your sales efforts.
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1
Audit Current CRM Health
Assess the state of your database and identify priority fixes.
2
Set Up Enrichment Workflows
Automatically enhance contact and company records with valuable data.