Fields with a purpose
Move or repair customer data with an explicit approach to duplicates and ownership.
CRM migration and data cleanup
Give your CRM a cleaner data foundation.
Move or repair customer data with an explicit approach to duplicates and ownership.
Project valueQuoted to scopeNo payment before scope agreement
DeliveryAgreed with your quoteScoped after discovery; after brief, access and approvals
Your first milestoneInventory before movingA useful review point before the next stage
Build around the sales conversation
Clear lead ownership
We start with the stages a customer actually moves through. Then we define what needs to be recorded, who owns it and what should happen next.
Practical team handover
A practical handover helps the team use the agreed fields, stages and follow-up rules.
In our clients’ words.
“He was very intuitive and smart in putting all our content together in combination with a great design.”
“He dealt with them with professionalism and delivered solutions to the table without me having to feed much information.”
“They are very professional and they take their time on their work to provide you the best possibilities for your project.”
WHAT YOU RECEIVE
Your CRM migration and data cleanup project, clearly defined.
Sales and service teams who need consistent follow-up and trustworthy pipeline information.
Field mapping
Match source records and required fields to the destination, including identifiers, variants and exceptions. Agree a representative sample, then check counts and selected records rather than assuming an import completed correctly.
Cleanup and migration
Implement the prioritized changes within the agreed coverage, with a backup or reversible path where applicable. Retest the affected customer or staff journey and identify constraints outside the scope.
Sample and count reconciliation
Define the source of truth, record identifiers and update direction. Check retries, duplicated events, missing fields and conflicting updates; provide a reconciliation view for exceptions that need a person.
Scope and requirements
Records are not merged destructively without approved matching rules.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Inventory before moving
Confirm the source, destination, data volumes, integrations and what must remain unchanged.
Rehearse the transfer
Map the fields and run a representative sample. Resolve missing data or unsupported features before the live move.
Agree the cutover
Review backup, freeze, redirect and rollback plans, then perform the approved production transfer.
Check and hand over
Verify representative records and customer journeys, document exceptions and provide the agreed operating handover.
What is included?
The source audit identifies what can move directly, what needs reconstruction and what the destination does not support. The accepted scope lists those exceptions before the live migration.
How is disruption managed?
We agree the cutover window, a data freeze or delta-transfer approach, and a rollback route. Zero downtime is not assumed without reviewing the systems.
What do you need from us?
Authorized source/destination access, representative data and an owner who can approve mappings and the cutover. Credentials are exchanged through secure onboarding.
What is included in this move?
The core scope covers Field mapping, Cleanup and migration, Sample and count reconciliation. Records are not merged destructively without approved matching rules.
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YOUR NEXT LEAP STARTS HERE
Ready to put CRM migration and data cleanup to work?
Share the change you want to make. We will help turn it into a clear, practical project.