How It Works?
Our one-time projects follow a clear, structured approach to ensure your data is cleaned and optimized with full transparency and client control throughout the process. Here's how it works:
We start with a kickoff call to introduce you to our team and fully understand your data challenges.
During this meeting, we will review the current state of your CRM data, discuss your priorities, and outline the key objectives of the project. This is also a chance for you to set expectations and clarify the areas of focus.
Once the priorities are set, our team dives deep into exploring your data structure and conducting a comprehensive health assessment.
We analyze your data to identify duplicates, inconsistencies, incomplete fields, and other key issues. This process helps us define a tentative list of the automations or templates that will be implemented during the project.
Based on the assessment, we draft a plan outlining the proposed data automations to be implemented. Then, we create individual tickets for each specific task, ensuring that every activity is tracked and transparent.
You will receive notifications each time a new ticket is created, allowing you to review the proposed automation or template before we proceed.
We believe in full transparency and client control, which is why we never run any automation or data changes without your explicit confirmation.
After reviewing the Previews, you can approve the ticket. Only after receiving your confirmation will we proceed with running the automation.
Once approved, we immediately begin executing the tasks outlined in the tickets, ensuring that everything is done with precision and care.
Once the entire project is completed, we provide you with a comprehensive report detailing all actions taken, automations run, and the resulting improvements.
This report gives you a full overview of the changes made to your data and the positive impact these changes have had on your CRM's accuracy.
Shoshana Glickman
Marketing Manager
We were very happy with the service!
King White
CEO
They did a great job. Very professional.
Kylee Rocher
Marketing Automation
Carlos was incredible to work with! Before working with Binomial, we really struggled with duplicate contacts and accounts with our two CRMs. Carlos helped us create a tailored plan to address our data issues and worked with us in a timely manner to get the job done. Not only did Carlos complete the work efficiently, but he also made sure we understood how he was doing it, so we could maintain processes after the project was over!
Gemma Haggarty
CMO
It was an absolute pleasure to work with Carlos. He was clear about the work that was needed, kept us updated, and was organised and efficient in his delivery. I'd definitely use Binomial again.
- Duplicate contacts and records
- Incomplete or missing data
- Inconsistent data formatting (e.g., names, phone numbers, addresses)
- Outdated and stale data
- Improper data associations between contacts, companies, and deals
- Unstructured or unorganized custom fields
The process follows these steps:
- Kickoff Call: We begin by understanding your needs and setting priorities.
- Data Exploration & Health Assessment: We analyze your data structure and identify key issues.
- Ticket Creation & Client Approval: For each task, we create a ticket and notify you to review and approve before we proceed.
- Execution: Once approved, we execute the automation.
- Final Reporting: After completing the project, we deliver a basic report on all actions taken.
The duration of a one-time project typically ranges from 4 to 10 weeks, depending on the complexity and scope of your data needs. We ensure your data is thoroughly assessed and cleaned.
No, we provide a comprehensive report only after the entire project is completed. This final report includes all actions taken, automations run, and the improvements made to your CRM data.
Absolutely not. We operate with complete transparency. For each task, we create a ticket and send it to you for review. No automations or changes will be made without your explicit confirmation. You will have full control over every step of the process.
Data security is a top priority. We follow strict security protocols to ensure the privacy and integrity of your data, including:
- Client Ownership of Tools: You retain full control over your CRM and integrated tools (such as HubSpot and Insycle), ensuring that no external party can access your data without permission.
- Secure Access: We use secure access methods when working on your systems, ensuring that only authorized personnel can interact with your data.
- No Unapproved Changes: We will never run an automation or make changes to your data without your explicit approval, reducing the risk of unwanted data modifications.
- Data Breach Response: While we are not responsible for regulatory compliance (e.g., GDPR, CCPA), we have a clear Data Security Plan (DSP) in place to act swiftly in the event of any security issues.
No, the responsibility for complying with data privacy regulations like GDPR and CCPA lies with our clients. However, we ensure that our tools and practices support your compliance efforts. Additionally, we can provide a clear Data Breach Response Plan and use only tools that comply with industry-standard security requirements.
Yes, upon request, we can provide you with a detailed data security plan outlining our protocols for handling and protecting your data. All the tools (software and hardware) we use comply with industry-standard security regulations to ensure your data remains safe and private.
Pricing for our one-time projects starts at USD 2,000. The final cost depends on the scope of work and the number of tickets to be created during the project. We provide a detailed quote after the initial data health assessment.
Yes, for security and flexibility, we use your tools (such as HubSpot and Insycle) to perform the data cleanup. This ensures you retain full control of your CRM and can make decisions independently, including any future scaling or upgrades. However, we are fully equipped to advise and assist you in acquiring the right tools if needed.
If you need further assistance after the project, we offer ongoing data management services. These services ensure that your data stays clean and accurate over time, preventing issues from building up again.
Yes, we offer a free initial consultation to discuss your CRM data needs and determine if a one-time project is the right solution for you. Contact us to schedule a call with our team.