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Contact List Cleanup

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Contact List Cleanup — Get Directions original artwork

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  1. StepAgree on what needs cleaning

    Define the fields, formatting, list size, and finished file with your customer.

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  2. StepProtect the starting list

    Keep the original unchanged. Work on a copy and note the starting record count.

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  3. StepMake the formatting consistent

    Organize headings, trim extra spaces, and use agreed formats. Keep phone numbers and identifiers as text to preserve leading zeros.

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  4. StepFlag what needs a decision

    Highlight possible duplicates, missing details, and conflicts. Ask before merging or removing records.

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  5. StepDeliver the organized list

    Provide the cleaned copy, change summary, and open questions. Preserve unsubscribe, permission, and do-not-contact information.

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