Service · Taylor Caldwell
5 things to fix in your contact list before a CRM import
See the $40 cleanup offer
Before you import contacts into a CRM, a quick cleanup can prevent duplicate records and messy segments. Here is the checklist we work from:
1. Pick a duplicate rule. Decide what counts as a duplicate: the same email, or the same name plus company. Log every merge so you can undo it.
2. Lowercase emails and check their syntax. Catch typos such as missing @ signs. Note that a syntax check does not confirm the mailbox exists.
3. Standardise phone numbers to E.164. Set a default country for numbers that have no country code.
4. Normalise names, company names and countries. Use consistent capitalisation and one spelling per country.
5. Keep a change log. It lets you trace what changed and why.
You can do all of this yourself with spreadsheet formulas. If you'd rather hand it off, we offer a fixed-price cleanup: up to 5,000 rows for $40, delivered in 24h. It includes the cleaned file, a duplicates report and the change log. The work is delivered by the owner and team with AI assistance.
What you receive
This is a ready-to-paste Upwork fixed-price offer at $40 for up to 5,000 rows delivered in 24h. It includes a reusable proposal template, a client intake checklist, a delivery SOP with the standardisation rules, a change-log format and the owner steps. No comparable listing prices were supplied or verified in this round, so the $40 price is an owner-set test price with evidence grade D. Comparable listing citations were not found. Upwork's service fee (commonly cited as 10%) and Connects costs reduce the net amount. The owner should confirm current fees on Upwork's fee page.
Delivered by Taylor Caldwell and team. Every claim sourced; fixed scopes. Quote the reference TU-8252P4 when you write.