CRM Data Entry & Cleanup
Your EA enters, deduplicates, and standardizes contact and deal records in platforms like HubSpot or Salesforce so your pipeline data is actually reliable.
Fractional Data Entry & Management
Data entry and database management are necessary, but they don't require your expertise: they require accuracy, consistency, and time you don't have. Nacho has logged 64 time entries in this category across clients in 16+ industries, handling everything from CRM updates to spreadsheet builds. Delegating this work frees you to focus on decisions that actually move your business forward.
What we handle
Concrete tasks our team takes on. No vague promises.
Your EA enters, deduplicates, and standardizes contact and deal records in platforms like HubSpot or Salesforce so your pipeline data is actually reliable.
From building structured Google Sheets or Excel trackers from scratch to updating recurring reports, your EA keeps your data organized and current without you touching a cell.
When you're moving data between platforms or cleaning up an export, your EA handles the reformatting, field mapping, and error-checking so nothing gets lost or corrupted.
Your EA pulls responses from tools like Typeform or Google Forms, organizes them into a usable format, and flags anything that needs your attention.
Your EA logs invoices, purchase orders, or sales records into your accounting or inventory system, reducing the backlog that slows down your billing and reconciliation.
Your EA takes raw research or prospecting data and enters it into a clean, structured list in your CRM or spreadsheet, ready for outreach or reporting.
How it works
After onboarding, your dedicated Client Success Manager works with you to document exactly how your data should be entered, formatted, and filed, this becomes part of your Strategic Delegation Plan so your EA isn't guessing. In the first week, most clients start with a defined repeating task, like daily CRM updates or a backlog cleanup project, so the EA can build familiarity with your systems before taking on more. You share access to the relevant tools, set your quality expectations upfront, and your EA handles execution from there. For ongoing work, most clients use a shared task tracker or a simple email handoff to queue new requests.
Your stack
We adapt to your existing stack, no forced migrations.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Tell us what you're working with and we'll match you with an EA who's done it before. Consultation is free and there's no obligation.