CRM IMPORT CLEANUP SERVICE — DESCRIPTION TEMPLATE (Replace everything in [brackets]. Delete this line before you publish.) TITLE I will prepare your contact list for a clean import into [CRM name] WHAT YOU GET - One row per contact, de-duplicated by email address - First name and last name in separate columns - Phone numbers, dates and capitalization in one consistent format - Column headers renamed to match the import template you give me - Rows that will probably fail the import flagged for your decision (missing email, invalid email format, unreadable date) - A change report listing everything that was removed or changed - A short note on what to check after the import WHAT IS NOT INCLUDED - Access to your CRM account (you run the import; I prepare the file) - Email verification or data enrichment - Merging records that are already inside your CRM WHAT I NEED FROM YOU - The export file and the row count - Your CRM's import template or a list of the field names it expects - Which fields are required in your setup - Your rule for duplicates [keep the newest / keep the most complete] BEFORE YOU IMPORT I recommend importing 10 to 20 rows first as a test, checking them in the CRM, and only then importing the rest. HOW I HANDLE YOUR DATA - I use your file only for this job and delete my copies [number] days after delivery - I do not contact anyone in it, share it, or reuse it DELIVERY AND PRICE [Number] business days. [Your price].