Chapters
- 01 · What Makes CRM Data Trustworthy?
- 02 · Run a Baseline Data Audit
- 03 · Find and Prevent Duplicates
- 04 · Standardize and Validate Records
- 05 · Handle Consent, Opt-Outs, and DNC
- 06 · Handle Job Changes, Departures, and Churn
- 07 · Enrich the Records That Matter
- 08 · Resolve Conflicting Values
- 09 · Choose What to Buy, Configure, Connect, or Build
- 10 · Establish Continuous Checks and Quarterly Audits
- 11 · Capstone: Repair a Broken CRM Population
10 min · Interactive exercise
Establish Continuous Checks and Quarterly Audits
Split what runs continuously from what runs quarterly, and handle a failed scan safely.
GTM Lab's nightly duplicate scan fails halfway through, after completing the Lead detection pass but before the Contact pass finishes. The dashboard keeps showing last night's result as “current,” because nothing distinguished a partial run from a complete one. Nobody notices the run failed. The Contact-level duplicates that accumulated that day go undetected for a week.
Two different questions, two different cadences
A continuous check catches a known problem recurring: a nightly scan catching new duplicates, a validation rule catching a bad phone format the moment it's entered. A string of passing continuous checks doesn't prove the program is healthy; it proves the specific things being checked haven't recurred. A quarterly audit asks whether the operating system itself still works: has a rule drifted, has a trigger silently stopped firing, has a new record type started accumulating the exact problem the continuous check was built to catch.
Split the cadence, and give a scan four states, not two
List at least two continuous checks and what each catches, and at least one quarterly audit and what it catches that continuous checks can't. Adopt a four-state scan model of running, last successful, stale, and partial failure, plus the rule that matters most: a failed or partial run must never silently overwrite the last successful snapshot. The failed-partial-scan fixture confirms the partial run is labeled partial failure, the previous last-successful snapshot stays current, and the run routes to its owner.
Carry this into your business
A scan that can only say pass or fail will eventually lie to you by omission. Give it a partial-failure state, and never let a broken run quietly become the new truth.
GTM Lab
Saved locallyCRM Data Reliability Plan · 0 of 11 sections started
Saved locally to your browser.
Split the cadence and run the failed scan
GTM Lab’s nightly duplicate scan fails halfway through, after the Lead pass but before the Contact pass finishes.
Fixture: failed-partial-scan
Nightly duplicate scan · partial failure
FIXTURE-FAILED-PARTIAL-SCAN- Lead detection pass
- Completed
- Contact detection pass
- Did not finish
- Dashboard (before handling)
- Shows last night’s result as "current"
- Risk
- A week of undetected Contact-level duplicates
Confirm the scan-state model
Running, last successful, stale, partial failure