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Home/Services/Database Health Check and Clean-up
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Do not trust your data? Let's find out why.

A ten-day review of your donor CRM: duplicates, gaps, broken processes and reporting blind spots, with a prioritised plan you can act on.

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Database Health Check and Clean-up
Who this is for

Anyone who has said 'the database is a mess' in a meeting. Especially new directors inheriting a system nobody documented.

What is included

Data quality audit

Duplicate rate, missing fields, stale addresses, unused codes, orphaned records.

Process review

How gifts, acknowledgements and pledges actually flow, and where they break.

Reporting review

Which reports exist, which are trusted, and what is missing.

The plan

A prioritised list with effort and impact for each fix. Yours to keep, whoever does the work.

Ways to work together
Option 1

Health check

fixed fee

Ten working days. Audit, interviews, written plan, one-hour review call.

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Recommended

Clean-up sprint

4 to 8 weeks

We do the fixes: dedupe, standardise, retire, document.

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Option 3

Ongoing hygiene

monthly

Quarterly re-audit and monthly housekeeping inside a managed plan.

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Questions we get asked
What do you need from us?

A user account in your CRM, an hour with the people who use it, and copies of the reports you rely on.

Will you fix things during the check?

We flag them. Fixing is a separate, optional sprint, so the check stays independent.

Is it really ten days?

Yes for one CRM under 150,000 records. We confirm the timeline before you commit.

Related reading

Keep going.

Consulting session
Ready when you are

Let's find out what your data can do.

Book a 30 minute discovery call. Tell us about your CRM, your reporting or the staff gap you are covering, and we will suggest a next step. No pitch deck.

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