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Turn your messy contacts into marketing-ready data.

Stop losing repeat business to a messy database. 

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How It Works

Upload Your Files

CSV, Excel, CRM exports, iPhone contacts — anything you have. Your data will be secure.

Clean & Organize 

I merge, dedupe, classify, tag, organize, and prepare two finished versions.​ A full master cleaned database with group reasoning & 
A CRM-ready template.

Get Your Database in 7 days*

Your contact universe transformed into a revenue-producing asset.

What's Included

Complete Database Cleanup & CRM Formatting

Full Database Merge & Cleanup

All your spreadsheets, old CRM exports, and contact sources combined into one clean master list.

Address & Data Normalization

City vs home_city, address vs mailing_address, state abbreviations, zip formatting — all fixed.

Safe, Smart Deduplication

Never lose contacts — deduped only by email/phone, not name.

Advanced
Name Fixing

 Fixed capitalization &
name splitting

Intelligent Grouping

Automatically categorized into: Past Clients, Realtors, Sphere, Vendors, Leads , Referral Partners, VIPs, DNC.

CRM-Ready
Export

Delivered perfectly formatted for the CRM you use.

1 Week
Delivery*

Receive your cleaned contacts in record time.

Perfect for Realtors Who Want

  • A clean, organized CRM

  • More repeat + referral business

  • Better follow-up systems

  • Accurate past client lists

  • A stronger sphere

  • An easier way to run marketing

  • No more messy spreadsheets

  • No more lost clients

The Deliverables

The Clean Master File

Every contact completely rebuilt, cleaned, deduped, grouped, enriched, normalized, and unified across all sources — with full transparency into where each contact originated and the exact logic behind every grouping decision. 

Your CRM-Ready File

Formatted perfectly for:

  • Moxi Engage

  • FollowUpBoss

  • LionDesk

  • kvCORE

  • Mailchimp

  • ActivePipe

  • Any CRM you use

Simple, Transparent Pricing

Starter Clean

$149

Up to 1,000 contacts

Full database cleanup

Deduplication

Smart grouping

7 Day delivery

CRM-ready export

Standard Clean

$299

Up to 5,000 contacts

Everything in Starter

Advanced grouping logic

Multiple CRM output formats (if needed)

Priority delivery

Email support to clarify CRM fields

Premium Clean

$599

Up to 10,000+ contacts

Everything in Standard

Custom group refinement

Priority delivery

15-minute concierge call

  • Review CRM structure

  • Verify group logic

  • Discuss best practices for segmentation

  • Ensure a perfect import

Frequently asked questions

Unsure where to start?
Let's look at your database together.

Get clarity on your contacts, your CRM, and the best cleanup solution for your business in a quick 15-minute call.

Jessica Wortelmann 

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© 2025 by Jessica Wortelmann | All rights reserved.

Templates and digital products are for personal or business use only and may not be resold, redistributed, or claimed as your own.All strategies, tools, and recommendations are based on professional experience but do not guarantee specific results.

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