Conduct a deep-dive audit of all current lead sources, sales processes, and available data touchpoints to map out bottlenecks and recommend an automation roadmap tailored for Personalnrequest’s environment, even with incomplete company data.

Set up foundational systems to centralize all available lead and customer data, build a clean target database, and integrate with any CRM or data storage Personalnrequest uses (or can adopt), ensuring future-proofed data hygiene and accurate attribution.

Automates data capture and cleansing, which reduces manual entry errors by ~80% and improves lead lifecycle tracking, directly supporting pipeline growth by ensuring no opportunity is lost due to data gaps (assumes at least 100 leads/month).

Deploy automated enrichment workflows on existing lead and contact records using external data signals (job changes, company news, digital footprints) to fill in missing fields and keep pipeline information up to date, even when company profiles are incomplete.

Boosts overall CRM completeness and accuracy by up to 30%, enabling more confident GTM automation and reporting while saving an estimated 2–3 hours per week per rep otherwise spent on manual research (assumes 2–3 reps).