Prepare a CRM import
Map spreadsheet fields, review duplicates and check required values against the destination system.
At handover An import-ready working file, field map, exceptions and review checklist.
Independent freelance support
CRM Data Cleanup & Import Preparation
A CRM your team can navigate and maintain.
I help prepare CRM records by reviewing field mappings, duplicate decisions, status values and missing information. The handover shows which records are ready for review and which need clarification before an import.
Discuss your projectStart with your task
What you can hand over.
Examples of work we can scope together. The source material and intended result determine the approach.
Contacts and next actions
Organize tags, stages, owners and follow-up dates using agreed conventions in a supported CRM.
At handover Reviewed records and a handover identifying the next action and unresolved information.
Maintain the routine
Scope recurring updates and reporting in tools such as HubSpot, Salesforce, Zoho or Pipedrive after checking the task and access.
At handover An update log and documented routine. No platform certification or custom integration is implied.
A useful fit
What the work includes.
For businesses preparing an import, reviewing contacts, organizing a pipeline, or defining a manageable routine for ongoing updates.
- Field mapping, contact organization, and duplicate-review notes.
- Agreed pipeline stages, required fields, and next-action conventions.
- Import preparation, a review checklist, and handover documentation.
Scope boundaries
Platform capabilities and access determine the final scope. Migrations, maintenance, and integrations are separate work items. A backup, sample review, and reconciliation plan are needed before a real migration.
Inspect the workflow
Self-initiated demonstrations with synthetic data, created to make the process and deliverables inspectable.
Business support
CRM follow-up board
Organize 18 fictional opportunities into clear stages, change a record’s next step, and export a sample pipeline.
Self-initiated demonstration · Synthetic dataExplore the workA clear starting point
What to include in your brief.
- Your CRM, current structure, and the task to complete.
- A safe sample or field inventory; access is agreed separately.
- Required stages, ownership rules, and decisions needing approval.
Start with a description. Please don’t send passwords, tokens, private contact lists, or full client datasets through the enquiry form.
From brief to handover
How we can approach it.
- Review the current fields, stages, and requirements.
- Agree mapping rules and review a safe sample.
- Complete the approved organization or import preparation.
- Check requirements and hand over maintenance notes.
Useful to know
Before you send the brief.
Can you work with my existing CRM?
Name the platform and task in your brief. I’ll confirm the supported scope and necessary permissions before starting; support is not a claim of certification in every platform.
Does this include a full migration?
A migration needs its own scope, backup plan, sample import, and reconciliation checks. It is not automatically included in a cleanup task.
Can you help keep records up to date?
Ongoing maintenance can be discussed around a defined workload, communication cadence, and access. Availability and responsibilities are confirmed in the scope.
Prepare your project
Start with a useful checklist.
Read the guide and adapt its editable template to your task.
CRM import preparation: organize contacts before uploading
Map spreadsheet fields, review duplicates and preserve unknowns before a CRM import. Includes a field-mapping template, exception register and review checklist.
Your next step
Tell me what a useful result looks like.
Share the task, your current tools, and any constraints. I’ll review the brief and let you know how I can help.
Discuss your project