CRM Data Quality Gate (Pre-Automation)

CRM Data Quality Gate (Pre-Automation)

1. 01

   Inventory all contact and pipeline data sources feeding the CRM

   Map every import, sync, and manual entry point, including forms, email integrations, and legacy exports, to understand where duplicates and gaps originate.

2. 02

   Run a deduplication pass on contacts and companies

   Merge records by email, domain, and phone, preserving the most complete field values and logging merges for audit trails.

3. 03

   Validate required-field completeness against your agency's minimum standards

   Define non-negotiable fields such as owner, lifecycle stage, and source, then flag records missing them for correction before any automation relies on the data.

4. 04

   Confirm pipeline-stage definitions match the client's actual sales motion

   Review stage names and criteria with the account team to ensure automation triggers and reports reflect real deal progression, not legacy labels.

5. 05

   Establish ownership rules for every record and field

   Assign a single accountable owner per account and document field-level edit permissions to prevent conflicting updates across agency teams.

6. 06

   Set up automated data quality monitoring on a weekly cadence

   Schedule reports that surface new duplicates, missing required fields, and stale records so hygiene issues are caught before they corrupt downstream analytics.