CRM Data Hygiene Gate (Onboarding)

CRM Data Hygiene Gate (Onboarding)

1. 01

   Audit existing CRM data before any automation touches it

   Run a deduplication pass, check required-field completeness, and confirm pipeline-stage definitions match the client's actual sales motion.

2. 02

   Define ownership rules for every contact and account record

   Assign a single owner per record to prevent conflicting updates, and document the rule in the client's operating manual.

3. 03

   Map integration touchpoints to downstream tools

   List every automation, report, and AI-assisted workflow that reads CRM data, then verify field mappings and sync frequency.

4. 04

   Set permission tiers for staff, contractors, and clients

   Restrict edit rights to roles that need them, and use read-only views for reporting to protect data integrity.

5. 05

   Establish a cleanup cadence with clear metrics

   Schedule monthly deduplication and completeness checks, tracking the percentage of records with complete required fields.

6. 06

   Document exit options and data portability

   Confirm the platform's export formats and API access, and store a backup of all CRM data in a neutral location.