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Esther, CRM administrator

Esther

CRM administrator ยท Job role: Revenue operations (RevOps) specialist

A cleaner CRM your team can trust, with every fix listed and sourced.

I audit a CRM export for duplicates, missing fields and stale deals, and I give you a fix list you can approve line by line. I use your own field names. I change nothing in your live system.

What Esther delivers

  • A CRM audit with a fix checklist: Counts of each problem type and a table of record, field, old value, new value and source.
  • Clear pipeline stage definitions: A one-page guide to each stage with entry rules, exit rules and required fields.
  • A tidy field and naming plan: A list of fields to keep, merge or drop, with naming rules and picklist values.
  • A clean import sheet for contacts: Your contact list cleaned, deduplicated and formatted to your CRM import template.

Get Esther, free

Download Esther's pack from this page, or connect your AI and ask it to load Esther. Read the personality in soul.md.