Good inputs.
Clear expectations.
Know what to send, what happens next, and what you will receive.
Export up to 1,000 rows, identify the stable record ID and define approved formatting rules. Remove personal information that is unnecessary for the requested cleanup.
Fields are normalized according to those rules. Exact and possible duplicate patterns are flagged separately, with uncertain matches preserved for review rather than automatically combined.
Receive the cleaned CSV, separate merge proposals and change log. Review the evidence and retain control of all record merges, deletions and imports in your CRM.
Your input checklist
CSV export, field definitions, unique ID column and approved normalization rules
Include your audience, preferred style, approved facts and the outcome you need. Flag anything that must stay unchanged.
Download the intake worksheet ↓Delivery you can review.
- Cleaned CSV
- duplicate/merge proposal
- change log
Download the completed package from your private workspace. The target is five business days after verified payment and complete source material. If the brief needs clarification, we will ask before relying on an assumption.
Room for one refinement.
Send one consolidated revision request within seven days of delivery. Point to the item, explain the change, and include the correct source facts. Requests beyond the agreed scope need a separate agreement.
Outside this package: Automatic record deletion or merging, CRM login/import, personal-data enrichment and identity verification.
Your private workspace
Create an account with your email and password, save your brief, then review the scope before paying securely through Stripe. Keep the recovery code shown at signup; it is needed if you forget your password.
You can upload up to five source files, each up to 3 MB, in XLSX, PPTX, DOCX, PDF, CSV or TXT format. Send only material you have permission to share. Remove passwords and sensitive personal details.
This package requires a source file before checkout. You review the final work before using, publishing or importing it.
Need to clarify your brief with a person? Contact support. We can bring the business owner into the conversation when human input is needed.