BEFORE
Stages, owners, and statuses drifted until the CRM no longer matched reality.
WORKFLOW PRESENTATION · OPERATING BLUEPRINT
CRM cleanup
How a CRM goes back to telling the truth - and stays that way.
STAGE 101 / 06
The current state
Stages set by hand, stale open deals, and contacts with no owner. The record stopped matching reality.
STAGE 101 / 06
The current state
Stages set by hand, stale open deals, and contacts with no owner. The record stopped matching reality.
STAGE 202 / 06
What it should say
A true record is simple: every contact has an owner, every stage matches reality, dead deals close, and duplicates do not slip through.
STAGE 303 / 06
Where it breaks
Truth decays when stages move by memory, nothing forces a deal to exit, and duplicates enter unchecked.
STAGE 404 / 06
What it costs you
You forecast, follow up, and report from a record that no longer matches reality, so every decision inherits the lie.
STAGE 505 / 06
The rules
Required fields, stage exits on real events, dedupe on entry, and a stale-deal sweep hold the line. Not willpower.
STAGE 606 / 06
The instrument
Events move the record instead of memory, so cleanup becomes a state the system holds today and later.
FINAL REVIEW
Before vs after
Cleanup is not scrubbing the data once. It is installing the rules that keep the record honest after you stop looking.
AFTER
Events move the record and rules hold it, so the data stays true without manual upkeep.
SYSTEM LIBRARY
Related systems.
They no-showed. You did nothing. Again.
The recovery flow I build re-books the no-show before you've noticed.
See the system
A hot lead comes in. You answer it cold.
The first reply I wire fires in minutes — even while you sleep.
See the system
Someone tried to buy. You found out three days later.
I route every lead to an owner the moment it arrives.
See the system
Your calendar's booked. The fit isn't.
The filter I set up keeps wrong-fit leads off your calendar before they book.
See the system
They paid. Then silence — and they noticed.
I trigger onboarding the moment payment clears.
See the system
You follow up twice, feel pushy, and go quiet.
The sequence I build keeps showing up long after you've stopped.
See the system
You can't tell what's moving and what's dying.
I show what's stuck — and what to chase today.
See the system
A "maybe later" goes in a pile you never reopen.
I keep "not yet" warm until they're ready to move.
See the system
Your best lead this month. No idea where from.
I tag every lead to its source, so you spend where it actually works.
See the system