gtmjosh
CRM Data Quality
Chapters
  1. 01 · What Makes CRM Data Trustworthy?
  2. 02 · Run a Baseline Data Audit
  3. 03 · Find and Prevent Duplicates
  4. 04 · Standardize and Validate Records
  5. 05 · Handle Consent, Opt-Outs, and DNC
  6. 06 · Handle Job Changes, Departures, and Churn
  7. 07 · Enrich the Records That Matter
  8. 08 · Resolve Conflicting Values
  9. 09 · Choose What to Buy, Configure, Connect, or Build
  10. 10 · Establish Continuous Checks and Quarterly Audits
  11. 11 · Capstone: Repair a Broken CRM Population
Guide overview →

12 min · Interactive exercise

Chapter 2 of 110 complete

Run a Baseline Data Audit

Scope a scan with a severity model and capture the six baseline metrics the rest of the guide improves against.

Nobody has run a full population scan at GTM Lab in over a year. Small issues, a few duplicates a week and a handful of unvalidated bulk imports, have compounded quietly into a population-wide problem. Someone finally proposes a scan, scoped to “check everything, every field.” It returns 4,200 findings in one run. Nobody can tell which ten matter today. The audit gets shelved a week later, exactly like the last attempt.

More findings isn't more insight

The failure isn't that the scan found too much. It's that everything it found looked equally urgent, which functions the same as nothing being urgent. A severity model turns a flood into a queue: high blocks a handoff, a send, or a report population if unresolved; medium degrades a report or automation but doesn't block anything; low is cosmetic or low-frequency, batched for periodic cleanup.

The decision: scope before you scan

Scope which objects and segments are in, what's excluded and why, what severity model sorts the findings, which six baseline metrics get tracked (duplicate rate, normalization failure rate, core-field population rate, stale-account count, consent/DNC coverage rate, enrichment spend rate), and what cadence re-runs the scan. Every metric needs its denominator stated, because a percentage with no population attached isn't a usable baseline entry.

Carry this into your business

A scan without a severity model is a report nobody reads twice. Scope it, sort it, and give every finding a place to land before you run it against a real population.

GTM Lab

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Scope the audit and run the baseline scan

Scope the audit, confirm the severity model and re-run cadence, then run the scan and read the six resulting metrics.

Fixture: inconsistent-field-batch

GTM Lab Contacts · inconsistent formats

FIXTURE-INCONSISTENT-FIELD-BATCH
Phone (manual entry)
(555) 123-4567
Phone (bulk import)
555.123.4567
Phone (integration sync)
+1-555-123-4567
Country
"USA", "U.S.", "United States"
Job title picklist
"VP Sales", "Vice President, Sales", "vp-sales"
Resets every run.
The population has thousands of records and dozens of fields. What should the first scan actually check?

Confirm the severity model

High blocks a handoff/send/report; medium degrades; low is cosmetic and batched

How often should this run again?
Chapter 2 of 110 complete