GoHighLevel · 01

You can't email a list you don't trust.

Most accounts we open have the same three problems: the same person three times, forty tags that mean four things, and no reliable way to answer "how many real leads did that project produce?"

Sound familiar

  • The same contact exists under a work email, a personal email and a phone-only record.
  • Tags were created ad hoc by whoever was in the account that week — podium, Podium, podium-lead, PODIUM 2024.
  • Nobody will send a bulk email because nobody knows who's actually in the list.
  • Reporting numbers change depending on who pulls them.
  • Opted-out people are still sitting in active workflows.

What we do about it

Audit before anything moves

We read the whole account first and produce a plan: how many duplicates, which tags collapse into which, which records are unusable. You approve the plan before a single contact changes.

Normalise the tag vocabulary

One naming scheme — project, source, stage, status — applied consistently so filters and workflows finally behave. Variants get folded into the canonical tag rather than deleted.

Merge duplicates with the good data kept

Matching on email, phone and name similarity, keeping the richest record and carrying across history, not overwriting it.

One-click undo

Every cleanup run is recorded as a reversible batch. If a result looks wrong, the whole run rolls back. That's what makes it safe to do at all.

Compliance pass

Do-not-contact, unsubscribes and hard bounces are honoured account-wide so the next campaign can't reach someone who asked you to stop.

Proof

Property Association · 890 contacts recovered

Tag variants across a two-brand account were normalised to a single project key, which turned an unusable list into 890 identifiable project contacts and 464 for the second brand — the first bulk send in that account only became possible after this.

Reversible by design

Cleanup runs project by project with a before/after preview and an undo, so an operator can approve a change without gambling the database.

Pricing · AUD ex GST

Account audit

Full read of the account, written plan, no changes made.

From $1,200

Cleanup execution

Duplicates, tags, compliance, with preview and undo.

From $2,500

Ongoing hygiene

Monthly re-run plus a data quality report.

From $500/mo

AUD ex GST. Indicative for standard scope. Every engagement starts with a 30-minute call where we map your account before either of us commits.

Frequently Asked Questions

Show us the account.

A free 30-minute call. We'll look at what's actually in there and tell you what we'd change first — whether or not you hire us.