Data Hygiene
A simple “clean data” routine
A weekly 15-minute routine prevents CRM rot: fewer duplicates, cleaner reporting, and less frustration.
Quick tip
Pick one routine, run it for 2 weeks, then add the next. Consistency compounds.
How to apply this
Use these steps as your simple operating system.
Step 1: Review incomplete records
Scan new/active records for missing fields that your workflow depends on.
- Owner/assigned user
- Key dates (renewal, closing, review month)
- Primary contact method and email
Step 2: Fix naming and statuses
Small inconsistencies create big reporting problems over time.
- Standardize pipeline stage names
- Normalize tags (pick one spelling)
- Close out stale items with a clear reason
Step 3: Clean duplicates
Duplicates kill trust—your team stops believing what they see.
- Merge obvious duplicates
- Pick a single source of truth for phone/email
- Leave an internal note if anything is unclear
Want this customized for your team?
We can tailor templates and dashboards to your platform and workflow.