CRM cleanup · Fractional RevOps for growing B2B teams

CRM cleanup before you buy more tools

I count what's actually in your CRM, take out the dead records and duplicates with your sign-off, and cancel the tools nobody opens. Whatever data or software you buy next then lands on the contacts that are real. It takes a few weeks.

8,150contacts in one
24-year CRM

kepttaken out

Each square is about 50 contacts. Most of the ones taken out were empty shells, with no notes and no activity. They came out with the owner's sign-off, before anything was enriched.

What a count turns up

8,150 → 4,000contacts (about) in a 24-year CRM, after the empty records came outThe Forward Ops Hub

$180/mofor 11 months, on a reporting add-on 2 of the 3 reps I asked didn't know existedSubtraction as strategy

500 of 673prospects the CRM said had replied last were autorespondersThe CODA case study

How it works

01Count first
Every record, field and paid tool, counted before anything changes.
02Clean on a run sheet
Each change is listed for you to approve. Bulk changes run dry first and can be reversed.
03Then decide what to buy
Data, enrichment or a new tool, picked once you know what's in there.