White Glove Onboarding & Data Cleanup

White Glove Onboarding & Data Cleanup

Start with clean, organized contact data in your pipeline — not a data migration and cleanup project.

We work with you one-on-one to bring together the contact data you already have across different sources, clean it up, remove duplicates, organize and standardize the information, and migrate it into your pipeMOTION™ pipeline.

The goal is simple: one clean, organized contact database you can trust — without spending hours putting it together yourself.

Your one-time setup includes:

• One-on-one onboarding and setup

• Bringing together contact data from multiple sources

• Contact data cleanup and organization

• Duplicate identification and consolidation

• Standardization of contact information

• Migration into your pipeMOTION™ pipeline

• Review of your contact database before you get started

• Help getting your account ready to use

CA$497 Premium Setup · One-Time. No recurring onboarding or setup fee.

BONUS — Dedicated Networking & Pipeline Growth Session
(Included with your one-time setup)

A dedicated one-on-one Zoom session to help you get more from the contacts you already have, generate more referrals, identify ways to meet and add new contacts, strengthen your network, and create a more intentional approach to pipeline growth.

We can review your goals, discuss how you currently build and maintain relationships, and identify practical ways to make your newly organized contact base more useful in your day-to-day sales process.

The session can also be recorded for you, so you can revisit it whenever you need it.