Audit and Sync your Contacts
One clean list is worth more than ten messy ones.
Before you activate your network, you need a single source of leads. Disorganized contacts mean missed opportunities and wasted effort.
Why It Matters
Most professionals have duplicates scattered across LinkedIn, email, and phone.
Inconsistent company names and job titles weaken your segmentation.
Without a master list, outreach turns into noise instead of signal.
Step-by-Step Framework
1. Export Everything
Create a dedicated folder on your computer just for Contact Databases.
Download your LinkedIn connections (CSV):
Click the “Me” icon at the top of your LinkedIn homepage
Go to Settings & Privacy → Data Privacy
Select Get a copy of your data → choose All
LinkedIn will send you an email when your file is ready
Pull contacts from Gmail, Outlook, your CRM, and your phone.
Gmail/Outlook: simple exports — just select CSV format.
CRM/phone: methods vary. Call us if you need help navigating this step.
2. Deduplicate & Standardize
Remove duplicates by email or phone number.
Upload your CSV files into an AI deduplication tool.
Use Email as your key field if most contacts come from email; use Phone Number if your phone is the main source.
Export a clean master file and open in Google Sheets or Excel.
Normalize company names (e.g., “IBM” instead of “I.B.M.” or “Intl Business Machines”).
Standardize job titles for easier sorting and filtering later.
3. Sync Into One System
Import your clean, master file into Google Contacts, HubSpot, or your CRM.
Tag contacts by source (LinkedIn, Email, CRM, Phone) so you always know where they came from.
This is the first step of Online Presence Management (OPM).
Before we design websites or build social profiles, we establish the size and quality of the leads you already have.
Pro tip: Our technicians handle this process daily. They can save you hours of cleanup work and ensure your data is ready for activation.
Ready to Start? Drop us a line and let us take a look at your project. There’s no obligation — even if you choose not to use us, we’ll help point you in the right direction.
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