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Service 04 / 04

Data Procurement & Management 

The right data for the job, sourced in proportion to the need, cleaned, merged into one store and kept current. The client owns the data, and Handll never sells it.

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No pricing before we hear the scope. A partner replies the same business day.

What it covers

  • 01Sources recommended for the use case

  • 02Cleaning, de-duplication and import

  • 03Ongoing hygiene so records stay current

  • 04Client ownership of every record

Sample, illustrative data

Sourced, cleaned, owned.

  1. 01Data is sourced in proportion to the need.

  2. 02Duplicates are resolved into one record the team trusts.

  3. 03Invalid records are removed before anything is imported.

  4. 04Hygiene keeps it current, and the client owns every record.

Data store, spring listSample
Sourced12,480
Duplicates merged−2,316
Invalid removed−904
Imported, clean9,260

Merge, one client

Raj Patel3 records merged
Sample clean records
RecordTownStatus
Raj PatelRed BankVerified
Lena BrooksRumsonVerified
Tom IwuFair HavenUpdated
Ana DuarteHolmdelVerified

Sources, each one recorded

  • Client CRM export6,120
  • Past client list2,214
  • Approved data partner4,146

Opt-outs honored

112Every channel

Updated this month

1,048Moves, numbers, emails

Owner of record: the client
Fig 4  The data supply chain. Sample data, not a client record.

Method

How it runs.

Four stations, in order, on every engagement.

  1. Source in proportion

    Data is bought or built only to the extent the use case needs it.

  2. Clean and merge

    Duplicates are resolved and records merged into one store the team trusts.

  3. Import and activate

    Clean records land in the system of record, ready for outreach and reporting.

  4. Keep it current

    Ongoing hygiene keeps records accurate as people move, change numbers and opt out.

Before and after

From three lists to one store.

After

  • Sources recommended for the use case
  • Cleaning, de-duplication and import
  • Ongoing hygiene so records stay current
  • Client ownership of every record

Before

  • Lists bought in bulk and used in part
  • Three records for one client
  • Imports that break the system of record
  • Opt-outs kept in a spreadsheet, if at all

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Questions

Asked first.

01Does Handll sell or share our data?

Never. The client owns every record.

02Can you work with our existing lists?

Yes. Most engagements start with the records a firm already holds, which is the cheapest pipeline it owns.

03How are opt-outs handled?

Opt-outs are honored across every channel and kept current as part of ongoing data hygiene.

Service 04, next step

One store.Yours, always.

Every system is built to consent, security and review standards. Read how we handle trust.

No pricing before we hear the scope. A partner replies the same business day.

Next service 01Custom CRM & Workflow Systems