Service guides / AI automation
Input checklist · AI automationCRM data cleanup: input checklist
Prepare a small, representative source pack. Start with a redacted contact export and field rules and plan a proposed deduplication list for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- a redacted contact export and field rules.
- Proposed result
- a proposed deduplication list for review.
- A decision to resolve
- different people sharing an email address.
This is a planning example. It does not describe a completed client engagement.
Input checklist for this project
- Start with a redacted contact export and field rules. Keep file names and revision dates intact.
- Include an example that demonstrates different people sharing an email address.
- Share anonymised samples for initial discussion and identify the owner of the originals.
Questions to answer together
- Which source is authoritative, and which version applies?
- Can a complete example and an incomplete example be supplied?
- Who can approve sharing the files and explain their fields?
What to have at the end
An input register with file names, versions, owners and missing information.
Record the decision on different people sharing an email address alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.