Identify and merge duplicates. Sunset inactive contacts (no engagement 180+ days). Archive old manual lists.
Run reports on contacts stuck at 'MQL' for 90+ days. Manually progress or disqualify. Prevents reporting rot.
Move closed-lost older than 180 days out of active pipelines. Report accuracy depends on this.
The counter-intuitive finding: leading with a discount hurts long-term customer value.
Email & CRMUsing SMS as the on-ramp to email — surprisingly effective for growing engaged lists.
Email & CRMIf you're only going to build 6 flows, build these six. Everything else is noise until these are shipping.
Our team ships email & crm programs every week. Book a free consult — we'll tell you what would move the needle for your brand.
