When this work is a fit
This is a starting point when sellers avoid the CRM, managers maintain private forecast spreadsheets, or automated follow-up reaches the wrong contacts. Fix the definitions before adding more automated activity.
Deliverables to define in the scope
- A field and lifecycle dictionary explaining how active records should be maintained.
- A sampled duplicate review and an approved merge, archive, and exception policy.
- Views for unassigned opportunities, overdue actions, stale stages, and conflicting data.
- A monitored intake and ownership process that reduces recurrence after the initial cleanup.
How implementation progresses
- Back up records and test proposed changes on a small recoverable sample.
- Resolve conflicting values with the business owner, preserving relevant history and communication preferences.
- Review the cleaned pipeline with sellers and assign responsibility for ongoing data quality.
What to bring to a scoping conversation
Provide administrator-approved access, existing reports, integration details, and examples of records sellers do not trust. Clarify your retention and communication rules before approving merges or deletion.
Acceptance and handover
The team should be able to explain each active opportunity, its owner, stage evidence, and next action. Reconcile important counts before and after cleanup; a smaller database is not proof that the right information survived.
Scope boundaries
Cleanup does not necessarily require migration. Confirm the supported CRM, integrations, backup method, and permission boundaries during scoping; do not assume a particular vendor partnership or certification.
Related implementation resources
Discuss the operating problem
Elixir consulting starts at $5,000 per month, with final pricing based on scope. Bring a recent example, the current workflow, and the person who owns the result to define the appropriate implementation scope.