~90 bad merges caught before reporting


Lead scores were skewing in ways the model design did not explain. An audit traced the cause upstream: roughly 90,000 contacts had no industry value and roughly 80,000 had no associated company record, so fit scoring had almost nothing to score against. Thousands more contacts were tagged to the wrong segment entirely.
Traced skewed scoring to missing firmographic data rather than model design, roughly 90,000 contacts with no industry and roughly 80,000 with no associated company, and reported the cause rather than adjusting weights to hide the symptom.
SegmentFixed roughly 1,100 mis-tagged segment contacts as the upstream cause of the skew, and cleaned segments containing firms outside the approved list.
Audited a bulk deduplication run of roughly 2,100 merges and caught around 90 problematic merges, including roughly 60 discarded qualified leads, before they corrupted the reporting they fed.
Ran an email-validation audit to separate deliverable contacts from decayed ones, so list size stopped flattering the engagement numbers.
Managed a rep departure end to end, roughly 5,500 contacts reassigned across departed owners and 14 workflows updated, so no in-flight leads went cold during the handoff.
Scoping a company-hierarchy and ICP taxonomy so firmographic data has a structure to hang on going forward, rather than being re-cleaned every year.
~90 bad merges caught before reporting
Root cause found rather than papered over. The scoring skew was traced to roughly 90,000 contacts with no industry and roughly 80,000 with no associated company, and to roughly 1,100 mis-tagged segment contacts upstream of it.

6 steps
A self-serve hygiene audit, then only the cleanup the customer actually approved
Roughly 155 stale deals were flagged for the team to close out or re-date
Data hygiene and dedupe

5 steps
Deduplicating a sprawling CRM and rebuilding the recurring-revenue roll-up
CRM base cleaned and deduped
Customer health and CS ops



+1
7 steps
Folding a second business unit's customer-success operations onto one platform, and rebuilding the health score on the way
Structured plans and segments migrated and confirmed complete