Data hygiene audit & management
Duplicate customers, dead contacts, jobs with no source. We audit and score the data across every system you run, from your CRM and field-service platform to accounting, phones, and marketing, and clean what's broken. Then we set rules so you capture the data you'll need later, and put it to work in automations, AI, and the numbers you make decisions from.
Messy data breaks everything downstream of it
Every report, automation, invoice and campaign reads from the same customer records. When those records are wrong, everything built on them is wrong too. Toggle to see the difference.
You can't automate a mess
Dirty data isn't a cosmetic problem. It poisons everything downstream: reports you don't trust, marketing sent to dead addresses, automations that misfire, AI that hallucinates on bad records. Data hygiene comes first. It's the foundation the rest of digital value creation is built on.
Reports lie
Three versions of the same customer means revenue, job counts, and close rates are all wrong.Marketing wastes
Spend goes to duplicates and dead numbers, and attribution breaks when jobs have no source.Automation misfires
Every workflow built on bad records multiplies the errors: faster, at scale, automatically.A scored audit, then a clean record
Data quality scorecard
Every core table graded: customers, jobs, invoices, leads. Duplicates, gaps, dead records, orphaned jobs, quantified.Cleanup, executed
Dedupe, merge, archive, backfill. Done in your systems, with a full change log. Nothing deleted without a trail.Governance rules
Required fields, naming standards, dedupe-on-entry, clear owners. The rules that stop the rot from coming back.Maintenance cadence
Quarterly re-score against the same benchmarks, so quality is a number you watch, not a project you repeat.Score. Clean. Protect. Maintain.
How much of the business still runs through you?
Tell us where your week goes. We'll score the dependence, show what a buyer would discount for, and name the first thing to take off your desk.How this check works →Our tech was a mess. Too many tools, nothing connected. Scale Lite cleaned it up, automated the chaos, and now everything just works.
Straight answers
Related reading and next steps.
A data hygiene audit is a systematic review of the data your business runs on (customers, jobs, invoices, leads), scored for duplicates, missing fields, dead records, and inconsistencies. The output is a scorecard plus a prioritized cleanup plan.
Get a free consultation
Find time with our team to talk through where you want to take the business, and how we can help you get there. We'll point out what's worth fixing first, even if it isn't us who fixes it.