Objective
Audit your CRM data quality. Find contacts with missing emails, companies without key info, and stale records. Clean data means better AI, better enrichment, and better outreach.
Outcome
Your CRM data quality score improves every week. No garbage in, no garbage out.
When
Friday 4:00 PM
Duration
15 min
Steps
3
Prompts
3
Run a data quality audit
2 minThe AI scans all your contacts and flags data gaps. Missing emails means you can't reach people. Missing LinkedIn means you can't research them.
Prompt
Run a data quality audit on my contacts. How many are missing email addresses, phone numbers, or LinkedIn URLs?
Expected result
Data quality report: % with emails, phones, LinkedIn. Specific contacts with missing critical data.
Enrich the gaps
5 minBatch enrichment fills in the gaps. The AI uses multiple sources to find verified contact information.
Prompt
Enrich all contacts that are missing email addresses. Find their real work emails.
Expected result
Contacts updated with verified email addresses. Report on how many were found vs unfound.
Clean up stale records
3 minStale contacts waste outreach effort. The AI checks for signals that someone has moved on and flags them for cleanup.
Prompt
Find people in my pipeline who left their company (title says "Former" or "Looking for") and update or remove them.
Expected result
Contacts flagged for removal or update, with recommended replacements at their companies.