CRM Data Cleanup Service

CRM Data Cleanup

Need Help With Your Data? No Problem!

Just fill out this form and include your contact export files and our team will work on cleaning up your data for you.

Price is a 1 time Fee of $49 for a list between 0-2000 contacts. A list with over 2000 contacts please request pricing.
Name*
First Last
Email*
Phone*
Data Files
Data File 1*
Max. file size: 20 MB.
Data File 2
Max. file size: 20 MB.
Data File 3
Max. file size: 20 MB.
Data File 4
Max. file size: 20 MB.
Data File 5
Max. file size: 20 MB.
CRM Settings
What's the max amount of tasks you want on your dashboard per day?*
How many days between each follow up task?
Special Instructions
SMTP Email Info (optional)
If you'd like us to set up your email SMTP settings for you, please add the email address you'd like to use for that along with the login link and password for your email account.
Your Email Login Link
Your Email Address
Your Email Username (if different than email address)
Your Email Password
Personal Goals & Accountability Settings
Daily Personal To-Do List Items*
Enter each to-do item on it's own line in the box below. We've added some to get you started, just add/remove them in the order you want them on your dashboard.

<ul> <li>Work Out</li> <li>Drink Shakeology</li> <li>Personal Development</li> <li>Respond to Messages</li> <li>Post on Social Media</li> <li>Check in with 2 Challengers</li> <li>Check in with 2 Coaches</li> <li>Recognize a Coach or Challenger</li> <li>Connect with 5 Pending Leads</li> </ul>
Daily Goal - Form with x number of people a Day*
Daily Goal - Invite x number or people to Purchase a day*
Monthly Goal - Add x number of customers a month*
Monthly Goal - Add x number of Challengers a month*
Monthly Goal - Invite x number of people to join your team a month*
Monthly Goal - Add x number of people to your team a month*
Your Accountability Partner
Who you want to be accountable to (optional).
Accountability Partner Name
First Last
Accountability Partner Email
Payment Info
CRM Data Cleanup Service
Price:
Credit Card*

American Express
Discover
MasterCard
Visa
Supported Credit Cards: American Express, Discover, MasterCard, Visa
Card Number Expiration Date Security Code Cardholder Name
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Email
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CRM Data Cleanup Service

CRM Data Cleanup

Need Help With Your Data? No Problem!

Data Files

CRM Settings

SMTP Email Info (optional)

Personal Goals & Accountability Settings

Your Accountability Partner

Payment Info