Service guides / AI automation
Pilot planning · AI automationCRM data cleanup: pilot planning
Try a bounded sample before expanding the work. 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.
Pilot planning for this project
- Choose a small part of a redacted contact export and field rules with an independently checkable result.
- Produce a proposed deduplication list for review on that sample and record review corrections.
- Include different people sharing an email address in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
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.