Data Entry Projects

The Process Pre-Sort & Label Review Staff provided initial context for document types and file groupings. We used this to prep batches...

A busy real estate firm needed help cleaning up over 1,200 messy, duplicate, and incomplete contact records. We stepped in with a manual data cleanup workflow — merging, formatting, enriching, and tagging each contact to prepare their CRM for targeted outreach and improved follow-ups.

A real estate firm struggled to segment and reach their leads due to duplicate contacts, inconsistent formatting, and outdated client data. We manually cleaned and organized over a thousand records, giving their agents a streamlined system they could actually use — and results they could see.

When a project fails before it even begins, poor intake is often to blame. In this real-world case, skipping the intake process led to confusion, rework, and missed expectations. Here’s how it all unraveled — and how your business can avoid the same mistake.

A care-based organization needed to move thousands of sensitive records into a new CRM—but automation wasn’t an option due to privacy regulations. We stepped in with a manual, secure migration process that ensured every field was properly formatted, transferred, and fully compliant from start to finish.

What happens when a promising data migration is held up by silence, unclear instructions, and stalled communication? In this “lessons learned” breakdown, we walk through how a care-focused organization’s project derailed — and how it led us to tighten our intake process, improve checkpoints, and set stronger boundaries to protect results on both sides.

The Process Step 1 – Project Review & Strategy After the initial consultation, we reviewed the client’s backlog of over 7,000 financial...