Onboard
Define What "Clean Data" Means
We begin by analyzing your current CRM and defining your ideal data structure:
- Which fields must be enriched or standardized
- Custom taxonomies (industries, personas, segments)
- Rules for overwriting vs. locking fields
- Enrichment frequencies by lifecycle stage
"All decisions are captured in a shared Data Model, ensuring clarity and full control over what enters your CRM."
Setup
Build & Test Clay-Powered Automations
We then engineer your enrichment engine using Clay + AI:
- Custom enrichment workflows
- AI data research & scraping
- Validation logic to maintain accuracy
- Deduplication rules to protect data integrity
"We run sample enrichment -> validate manually -> iterate. Target: 90%+ verified accuracy before scaling."
Enrich
Bulk CRM Cleanup & Data Refresh
Once approved, we execute the mass enrichment:
- Backup your existing HubSpot/Salesforce data
- Enrich every record using your rules
- Normalize key fields (jobs, URLs, industry, headcount)
- Update only where allowed to prevent regressions
"The result: A CRM that becomes a revenue engine - fit for segmentation, reporting, and outbound activation."
Maintain
Evergreen CRM Hygiene
CRM decay is constant. We automate maintenance forever:
- Detect job changes & new decision-makers
- Refresh firmographic + technographic data
- Enrich new inbound leads instantly
- Prevent duplicates at entry
"Instead of short-lived Band-Aids, Groomlead keeps your CRM accurate, clean, and immediately actionable."