Growth-stageIndustrial & Energy Technology

Validating a full contact base, repairing orphaned records, and handing the system back documented

Full contact base validated

HubSpotClay
Play leadEduardoSystems Consultant · LeanScale

The problem

The contact database had grown faster than anyone maintained it: unvalidated email addresses, contacts with no company association at all, blank company names, and duplicate clusters on both contacts and companies.

The play

  1. 1
    Validate every email, then re-enrich the failures

    Ran the full contact base of roughly 16,000 records through an email-validation service, about 90 percent came back valid, and re-enriched the flagged addresses through a ten-provider enrichment waterfall, updating several hundred records rather than simply suppressing them.

  2. 2
    Repair orphaned records

    Auto-associated roughly 1,000 companyless contacts to companies, creating about 800 new company records and matching the remainder to existing ones, and backfilled blank company names so account-level reporting had something to roll up to.

  3. 3
    Two dedupe passes, one manual

    Worked a manual merge pass across roughly 1,500 records, then a same-name pass that merged roughly 150 of about 180 duplicate groups, the manual pass deliberately kept a human in the loop for the ambiguous merges.

  4. 4
    Triage the pipeline before handing it over

    Surfaced roughly 150 overdue open deals with per-owner triage lists so owners could close them out or re-date them before exit, rather than leaving the incoming team a forecast full of stale opportunities.

  5. 5
    Retire what nobody uses

    Ran a final hygiene audit retiring stale dashboards and workflows, so the inherited system carried no silent automation the internal team would later have to reverse-engineer.

  6. 6
    Document the handoff properly

    Produced a full offboarding enablement guide with screen-recorded walkthroughs so the in-house team could operate everything independently once the engagement ended.

What it moved

Full contact base validated

Roughly 16,000 contacts were validated, with about 90 percent returning valid and flagged addresses re-enriched through a ten-provider waterfall.

Orphaned contacts re-associated. Roughly 1,000 companyless contacts were associated to companies, creating about 800 new company records.

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