Stop Wasting Hours
Searching for Contacts
The CRM Audit & Cleanup gives agents a clean, organized database in just 3-5 business days—
so you never lose another lead or waste time looking for who to follow up with.
Sound Familiar?
You can't find contacts when you need them because your CRM is a complete mess.
You have duplicate entries, outdated info, and leads with no notes or context.
You spend 30+ minutes every week just searching for people in your database.
Leads are falling through the cracks because you forgot to follow up.
You're embarrassed by how disorganized your CRM is (but don't have time to fix it).
You've been putting off "cleaning it up" for months... or years.
You're not using your CRM to its full potential because navigating it feels overwhelming.
You have no system for tagging, segmenting, or organizing your contacts.
THE COST OF DOING NOTHING
Here's what a messy CRM is really costing you:
Time Lost: If you spend just 30 minutes per week searching for contacts, updating info, and trying to remember who needs follow-up, that's 26 hours per year wasted on something that should take seconds.
At an average agent earning of $75K/year, that's $1,875 in lost productivity annually.
Money Lost: More importantly, a disorganized CRM means:
Leads fall through the cracks = lost commissions
You forget to follow up with hot prospects = deals go to other agents
Past clients aren't properly tagged = you miss referral opportunities
You can't efficiently work your sphere = fewer repeat/referral transactions
Industry data shows that agents with organized CRMs close 15-20% more transactions than those with disorganized databases—simply because they follow up consistently and don't lose leads.
On a $75K/year income, that's $11,250-15,000 in lost commission annually.
Stress & Overwhelm: Every time you open your CRM and see the chaos, you feel:
Anxiety about who you're forgetting to follow up with
Guilt about leads you've let go cold
Frustration that you can't find what you need quickly
Overwhelm at the thought of fixing it yourself
You can't afford to keep ignoring this.
THE SOLUTION:
The CRM Audit and Cleanup
In just 3-5 business days, we will clean up your database, organize your contacts, set up smart tagging and segmentation, and give you a clear maintenance plan so you’re CRM actually works FOR you instead of against you. Can you really afford to keep putting this off?
WHAT'S INCLUDED
Here's exactly what you get:
✓ FULL CRM AUDIT (Day 1-2)
Complete Database Review - I'll review every contact in your CRM and identify what needs to be fixed, merged, updated, or deleted
Problem Identification Report - You'll get a detailed list of issues I found:
How many duplicates exist
How many contacts are missing critical info
How many leads have no follow-up dates or notes
What's broken in your current structure
Opportunity Assessment - I'll identify contacts who should be getting follow-up but aren't (hidden money in your database!)
✓ COMPLETE CLEANUP (Day 2-4)
Duplicate Removal & Merging - I'll find and merge all duplicate contacts (you'd be surprised how many there are)
Data Correction & Enrichment - I'll:
Update outdated contact information
Fill in missing fields (where possible)
Standardize formatting (addresses, phone numbers, etc.)
Add missing context notes from transaction history
Dead Contact Removal - I'll remove or archive contacts that are no longer relevant (old leads who bought elsewhere, wrong numbers, etc.)
✓ SMART ORGANIZATION SYSTEM (Day 4-5)
Strategic Tagging Structure - I'll set up a tagging system that makes sense:
Lead Source tags (Zillow, referral, open house, etc.)
Lead Stage tags (New Lead, Nurture, Hot Prospect, Under Contract, Past Client)
Property Interest tags (Buyer, Seller, Both)
Priority tags (A-list, B-list, C-list)
Segmentation Setup - Your contacts will be organized into clear segments:
Active Leads (need immediate follow-up)
Warm Leads (nurture track)
Past Clients (referral/repeat business)
Sphere of Influence (friends, family, professional network)
Follow-Up System Foundation - I'll identify who needs follow-up and when, setting you up to never miss an opportunity again
✓ TRAINING & DOCUMENTATION (Day 5)
30-Minute Training Call - I'll walk you through:
Your new organizational structure
How to find anyone in seconds using tags/segments
How to maintain your CRM going forward
Best practices for keeping it clean
Written Maintenance Guide - Step-by-step instructions for:
Adding new contacts properly
Using tags effectively
Regular maintenance tasks (monthly review)
What to do when you're not sure where something goes
Quick Reference Cheat Sheet - One-page guide showing your tagging structure and segments at a glance.
WHY CHOOSE ME?
I'm not just another VA who knows how to use a CRM.
I'm a licensed real estate agent in Arizona with 15+ years of business operations experience. That means:
✓ I've used these CRMs myself - I know how they should be set up for maximum efficiency
✓ I understand your workflow - I know what information actually matters and what's just clutter
✓ I know real estate - You don't have to explain terminology, lead stages, or transaction processes to me
✓ I've seen what works - I've helped dozens of agents go from CRM chaos to organized efficiency
When you work with me, you're not getting someone who just follows instructions. You're getting someone who understands the real estate business and can build a system that actually makes sense for how you work.
Ready to finally have a CRM that works for you and not against you?
Imagine opening your database and finding exactly who you need in 5 seconds. Imagine never losing another lead because you forgot to follow up. Imagine feeling in control of your business instead of overwhelmed.
That's exactly what the CRM Audit & Cleanup delivers.
👉 READY TO GET STARTED?
👉 HAVE QUESTIONS FIRST?