Partner with Coastal
Implementing & executing a data hygiene process is a big lift. We can help!
1 | Establish Ownership
Before we dive in, we'll make sure we know who on your team is owning the policy and who's calling the shots.
2 | Legal Considerations
Because we can't give legal advice, we'll work with the people that can! We'll guide your legal team through the data hygiene considerations and determine their requirements before getting started.
3 | Process Design
HubSpot and Salesforce can get pretty messy. We'll do an audit of your account and identify all of the areas needing a data hygiene cleanup. Then, we'll design the cleanup plan!
4 | Process Implementation
Once the team has signed off, we'll go through a two-step cleanup process. First, we'll clean up everything that's messy. Then, we'll implement automation and create process documentation to keep your database clean long term.
5 | Training & Handoff
After we've built a strong foundation and planned for maintenance, we'll train your data operations team to keep the cleanliness going long term.
