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#data-hygiene

Operator notes filed under data-hygiene — chronological, newest first.

Hands sorting color-coded lead intake cards and sticky notes on a wooden business desk, with a blurred CRM pipeline visible on a monitor in the background
May 25, 2026 · 7 min

Fix Your CRM Before You Automate It

AI agents write notes, trigger follow-ups, and qualify leads — but only if your CRM is clean enough to trust. Here's the hygiene checklist to run first.

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Michael Heredia

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Pick whatever is easiest. I read and answer every message myself.

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