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52-Week Curriculum

Q4 · Mastery

Week 49: Database Cleanup

Tag, segment, and prepare your CRM for next year.

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Overview

What You'll Learn

A clean database is a productive database. End the year with organized contacts, updated tags, and segments ready for January prospecting.

Learning Objectives

✓Audit and clean your entire database
✓Update tags and contact information
✓Segment contacts for targeted outreach
✓Archive or remove dead contacts

Action Items

This Week's Tasks

Export your database and review for duplicates
Update phone numbers and emails for your top 100 contacts
Create segments: buyers, sellers, investors, sphere, past clients
Remove or archive contacts with no activity in 18+ months
Set up January prospecting lists by segment

Practice This Week's Skills with AI

Jump into AI Practice and roleplay this week's scenarios. Get scored on your delivery and receive specific feedback to improve.

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Start Your 52-Week Journey

Every week builds on the last. Begin with Week 1 today.

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