AI Employee Role
CRM Hygiene
Find duplicates, standardize formatting, flag incomplete records. The cleanup work nobody has time for, done consistently.
The Reality
Your CRM data is messier than you think
Same contact entered three times with slightly different names. Phone numbers in five different formats. Company names spelled differently across records. Everyone knows it's a problem. Nobody has time to fix it.
What This Role Does
Continuous cleanup, not a one-time project
Your AI Employee scans for duplicate candidates based on your rules (email match, name + company match, phone match). Standardizes formatting. Flags records missing required fields. Merges only with your approval.
Example: Weekly CRM Scan
Every Monday at 7am
All contacts for potential duplicates (same email, similar name + company)
Phone number formatting, company name capitalization, address formatting
Records missing: email, phone, company, or other required fields you define
List of duplicate candidates, standardizations applied, incomplete records
Only after your approval on suggested duplicates
What Changes
Before and after
- 1Duplicates discovered when sales reaches same lead twice
- 2Inconsistent formatting makes filtering unreliable
- 3Quarterly cleanup projects that never get done
- 4Reports show inflated numbers from duplicates
Cleanup projects get deprioritized indefinitely
- Weekly scans surface duplicate candidates
- Formatting standardized automatically
- Incomplete records flagged for review
- You approve merges—nothing auto-deleted
Continuous cleanup vs never-done projects
Key improvements
Duplicate rate
Data completeness
Format consistency
Report accuracy
Clear boundaries
What this role won't do