Free Checklist · 30-min routine

Fix data issues before they hurt placements and pipeline

A monthly 30-minute routine that protects match quality, forecasting accuracy, and recruiter productivity.

Download Checklist System-agnostic. Free.
Our pre-migration audit Works for any CRM/ATS 12-point monthly routine
The Problem

Dirty data taxes every placement

It corrupts reporting, slows recruiters, and quietly caps growth.

Duplicate candidates and dead contacts everywhere
Prevention rules that stop dupes at entry.
Reports nobody trusts
Required-field standards that make dashboards reliable.
Recruiters waste hours verifying stale records
A monthly hygiene routine with clear owners.
A Look Inside

See what you'll actually get

Field standards, deduping rules, and a 12-point routine with owners and thresholds.

Required Fields

Minimum viable record

Candidateemail · skills · location
Placementbill rate · PO · approver
Clientterms · rate card
Dedupe Rules

Match keys + protocol

Primary keyemail
Secondaryphone
Fuzzy matchhuman review
Monthly Checks

Owner · time · threshold

Duplicate queue reviewed
Field completeness scored
Stale records archived
What's Included

What you'll get

A repeatable routine that keeps your database trustworthy.

Required-field standards

By record type (Candidate, Contact, Client, Job Order) with “minimum viable record” definitions.

Duplicate prevention rules

Match keys, merge protocol, and entry-point controls that stop dupes before they start.

Monthly governance checklist

12 checks, each with an owner, a time estimate, and a target threshold (e.g. “<2% missing mobile”).

Get the Data Quality Checklist

The same pre-implementation audit we run before every CRM/ATS migration.

  • Field standards by record type
  • Dedupe + merge protocol
  • 12-point monthly checklist
  • Ownership matrix included

“Automating a broken database just produces mistakes faster. Clean first.”

Download the Checklist

Free. PDF + editable Sheet.

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FAQ

Questions, answered

System-agnostic — works for Zoho, Bullhorn, JobAdder, or spreadsheets.

About 30 minutes once your standards are set.

It includes an ownership matrix — usually an ops lead plus one champion per team.

Turn data chaos into a growth asset

Thirty minutes a month protects match quality, forecasting, and recruiter time.