Checklists, working sessions, and plain answers for small teams who do not have an operations department to hand the problem to.
Point Claude Code at your own contact export and have it counted properly: duplicates, malformed emails, empty columns, inconsistent formatting, stale records. Reads CSV and multi-sheet Excel. Runs on your machine, nothing uploaded.
The gap between "we won the work" and "we got paid" is where small businesses lose money quietly. Here is what closing that gap changes day to day.
Data rot is not a discipline problem. It is arithmetic — and the arithmetic explains why bigger companies hire someone to fight it and small teams quietly lose deals instead.
A migration plan for small teams: what to bring across, what to leave behind, and how to be running in the new system by the end of the week without a consultant.
Twelve checks that find the duplicate records, dead deals, and silent data rot costing you deals you already earned. Run it in an afternoon, on any CRM.
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