Best fit
A CRM or contact file with inconsistent fields, obvious duplicates, stale records, or unclear merge rules.
CRM cleanup & contact deduplication
Create a safer working set before another campaign, import, handoff, or sales push adds more noise.
Fast-Start offer
Best fit
A CRM or contact file with inconsistent fields, obvious duplicates, stale records, or unclear merge rules.
- Engagement
- Quick Task
- Pricing posture
- Fixed quote before work
- Timeline posture
- Agreed per engagement
Service scope contract
The visible boundary before a quote
This page is a scoping guide. The written quote controls the actual engagement.
What you send
An export or approved access, field definitions, match rules, and the source-of-truth policy.
What NBW delivers
A cleaned dataset or approved update set, duplicate decisions, exceptions, and a handoff log.
Prerequisites
- An authorized source export or protected working copy
- A named source of truth and decision owner
- Agreement on fields, matching rules, and exception handling
Engagement fit
Usually a Defined Project. A smaller, clean export may fit a Quick Task; repeated list hygiene can graduate to an Ongoing Support Desk.
Quote drivers
Record count, source condition, number of systems, match-rule complexity, exception volume, and required handback format.
Decline or partner rule
NBW pauses or declines when data ownership, permitted use, backup, or destructive-merge authority is unclear. Compliance advice is routed to a qualified professional.
What you send
The working inputs
An export or approved access, field definitions, match rules, and the source-of-truth policy.
What comes back
The handback
A cleaned dataset or approved update set, duplicate decisions, exceptions, and a handoff log.
Inside the quote
Included
- Source and field review before changes begin
- Agreed standardization and duplicate-match rules
- A protected working copy or approved update set
- Exception rows held for human decisions
- Before-and-after counts and a concise handback log
Visible boundaries
Not silently included
- Net-new CRM selection or implementation
- Purchased enrichment data or list acquisition
- Destructive production merges without reviewed rules
- Legal, privacy, or data-compliance certification
The route
How this work moves
The exact scope controls over this general outline.
- 01
Confirm the source of truth
- 02
Agree cleanup rules
- 03
Work in a protected copy
- 04
Review exceptions
- 05
Return the clean set and log
Human QA
Technology can accelerate the work. A person owns the check.
A human reviews match logic, spot-checks changed records, and separates ambiguous decisions instead of forcing a merge.
- Escalation rule
- Platform migrations, complex automation, or sensitive-data questions are separated into a qualified scope before any change.
- Decline rule
- Work is paused if ownership, permitted use, backup, or merge authority is unclear.
- Capacity rule
- The record volume, systems, and active-work limit are confirmed in the quote before work begins.
Quote-first pricing
What shapes the written quote
A service label is only the starting point. The real inputs below determine the responsible boundary.
- 01Deliverable
The size, complexity, and number of outputs that must come back finished.
- 02Inputs
The condition, completeness, and organization of the material provided.
- 03Systems
The tools, accounts, permissions, and risk controls involved.
- 04Sequence
The timing posture, dependencies, milestones, and coordination required.
- 05Handback
The review, revision, documentation, and transfer requirements.
NBW scopes the work, sends a fixed quote, and begins only after you Approve.
Engagement progression
Start with the smallest honest shape
The work can graduate when its real coordination needs change—not because a larger package is being pushed.
- 01
Quick Task
One bounded deliverable, quoted before work begins, with one included revision pass where appropriate.
Use this whenOne bounded output with ready inputs.
- 02
Defined Project
A written scope for multi-step work, with agreed inputs, exclusions, milestones, and change handling.
This becomes a Defined Project whenMultiple dependent steps, systems, owners, or milestones.
- 03
Ongoing Support Desk
A capacity-honest monthly relationship with a maintained queue and a clear delivery summary.
A Desk is usually the better fit whenRepeated work benefits from retained context and a prioritized queue.
Ready to scope it?
Send the source material, desired handback, and constraints. Nothing begins until you approve the written scope and quote.
Start this work