CRM structure and fields
The data model underneath everything: contacts, custom fields, tags, and segmentation built to match how the business actually sells.
Most accounts collect data inconsistently: duplicate tags, undefined fields, no shared naming convention. Reporting and automation both break on bad data.
A documented field and tag structure that automations, pipelines, and reporting can all rely on without guesswork.
What's included
- Contact and company field audit and rebuild
- Tagging and segmentation convention, documented
- Custom object structure where needed
- Duplicate and dead-data cleanup
Good fit for
Accounts that have been live for a while and have accumulated inconsistent data, or new accounts that need the structure set correctly before anything is built on top.
Connects to
This service depends on, or feeds into, the following parts of the system.
Automation sequences and triggers
Follow-up, nurture, and internal notifications that run on triggers instead of memory.
Pipeline stages and reporting
Pipeline stages that match the real sales process, with reporting that shows where deals actually stall.
Onboarding snapshots and client deployment
A reusable snapshot of the finished system, so new clients or sub-accounts launch on a proven build instead of starting from zero.
Tell us what your system does today.
Send the shape of the problem: the account, what's breaking, and what you wish it did. We'll come back with what we'd build, in what order, and what it costs. No pitch deck required.