MarTech Data Cleanliness & Reliability Checklist

Your CRM says you have 200,000 contacts. How many are real?

Duplicates inflate the number. Outdated records skew your segments. Inconsistent formatting breaks your automations. And every report you pull reflects a version of reality that's a little bit off.

Diagnose. Clean. Govern.

Here's what's inside:

• 44 diagnostic checkpoints across 8 sections covering governance, deduplication, standardization, completeness, integration, data decay, compliance, and ongoing measurement. These aren't generic best practices. They're the specific questions that expose where your data is breaking.
• PRO TIP callouts from real projects. How Monogram Health consolidated three data teams into one governed organization. How CT3 Education turned CRM cleanup into a 5-7% monthly increase in closed deals. How Best Reviews built a million-dollar email revenue stream by fixing data flow between platforms.
• A 3-tier scoring system so you know exactly where you stand: Clean Foundation, Mixed Quality, or Data Crisis.
• A 90-day remediation plan sequenced for maximum impact: Stop the Contamination (Days 1-14), Standardize & Clean (Days 15-45), Monitor & Maintain (Days 46-90).
• A Data Quality Snapshot Worksheet with blank tables for benchmarking your database health metrics and grading each platform individually.



Built for marketing ops leaders, CRM admins, and anyone who's tired of presenting numbers they don't fully trust.

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