Audit what you have before you add another salary, data provider, or automation.
Delivered within seven days of receiving credentials.
Let’s talkDuplicate records. Missing information. Invalid emails. Contacts attached to the wrong companies.
The review pinpoints gaps in your Contacts and Accounts and how they affect your team. For CRE and construction, that includes Properties and their connections to the companies and people behind them.
The best targeting means nothing if nobody sees it.
Your sending domains and inboxes get checked for technical issues, including DNS setup. Sending patterns and volume are reviewed alongside bounces and engagement trends to identify habits putting outreach at risk.
Your salespeople explain how enrichment and data refresh actually happen. The conversation covers how prospects are qualified and how buying signals guide follow-up, including what makes it back into the CRM.
Where does someone still have to step in? What happens when information changes, an email bounces, or an automation fails?
Findings across your data, sending infrastructure, and workflows. Where information breaks down, time gets wasted, and outreach falls short.
What your team can trust today. What needs fixing first. What can wait.
A step-by-step plan you can execute in house or bring GrnEdge in to see through.
A one-hour strategy session with leadership to review the findings, agree on priorities, and decide what happens next.
Direct CRM access is usually best. CSV exports work too.
Two hours total across different members of the sales team. We need to hear how things actually work from the people doing the job.
Sending and sequencing platforms, third-party data providers, and automation tools.
2,643 duplicates consolidated after the Diagnostic.
Across more than 100,000 records. Cleanup was scoped separately.
See the Sell MHP story188,000 records audited.
7,239 duplicate contacts identified.
See the Ardor story490,000 records audited.
Nearly 16,000 duplicates identified.
See the Trinity storyYes. We work with any CRM.
The Diagnostic delivers the findings and implementation plan. Data cleanup, enrichment, CRM changes, and automation builds are scoped separately.
The findings and implementation plan are yours to keep and use.
A one-time, one-week project. There’s no requirement to continue into Embedded GTM Engineering.
The GTM Diagnostic reviews your CRM data, sending infrastructure, and sales workflows. You receive findings and a prioritized implementation plan. Cleanup and implementation are scoped separately.