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The piece

The rook. Straight lines, solid ground.

The move

Start every campaign from verified records.

The outcome

Lists and a CRM your team can trust.
01 / ChapterThe case

Data decays faster than anyone budgets for.

People change roles. Companies restructure. Addresses stop working. A database that was accurate last year quietly stops being one.

Every campaign built on stale data underperforms, and the damage is not only wasted effort. Bounced mail lowers your sender score, and a low sender score means even your good messages stop reaching inboxes.

Cleaning your data before you automate anything protects the channel you depend on. It also returns hours to your sales team, who otherwise spend them searching for the right person instead of talking to them.

We build targeted lists of the companies and people you want, verify every record, bring your CRM back to a state your team can trust, and keep it there.

02 / ChapterHow it works

Six jobs, one clean record.

01 · Build

Targeted list building

Accounts and named contacts that match your ideal customer profile, by industry, size, geography and role.

Matched to your ICP · tiered

03 / ChapterWhat lands on your desk

Records, reports and a CRM you believe.

Target list

Accounts and contacts matched to your profile, with tier, role, verified channels and the source of each record.

Week 2

Verification report

What was checked, what passed, what was corrected, what could not be confirmed, and what we recommend doing with it.

Week 3

Clean CRM

Duplicates merged, dead records retired, fields standardised, ownership assigned, with a change log of every edit.

Weeks 4–6

Suppression list

Do-not-contact, bounced and opted-out records maintained in one place and checked before every campaign.

Ongoing

Monthly refresh

Re-verification of active records, role changes caught, new contacts added for accounts in play.

Monthly
Clean data is the ground every other move stands on.
Data Services
04 / ChapterHow it runs

Six weeks to clean, then kept clean.

I.

Week 1

Opening

Audit: what you have, how bad it is, what your campaigns need, which systems are involved.

II.

Weeks 2–3

Development

Build and verify: target lists assembled, every record checked and enriched, report delivered.

III.

Weeks 4–6

Middlegame

Cleanup and sync: duplicates, dead records, standards and ownership fixed inside your CRM.

IV.

Ongoing

Endgame

Maintenance: monthly re-verification, suppression checks before sends, new records as accounts are added.

Weekly

A delta report: what changed in your data this week and why.

Before every send

Suppression and bounce check on the audience, so a campaign never goes out on stale records.

Monthly

Active records re-verified, role changes caught, the verified share reported.

05 / ChapterStandards

What we hold ourselves to.

Verified, not guessedA record that cannot be confirmed is flagged and reported, never filled in to make the list look complete.
Your CRM, your dataWe work inside your system under a written data-handling agreement, and we keep no copies when the engagement ends.
Deliverability firstIf protecting your sender score means a smaller send, the send is smaller.
Every change loggedMerges, deletions and edits are recorded, so any change can be traced and reversed.
Reported, every batchThe verified share, the corrections and the unknowns are stated on every delivery.
Questions answered, not queuedData questions block campaigns, so they are answered as they arise rather than at the next review.
06 / ChapterQuestions

Before you move.

Which CRMs do you work with?

Salesforce, HubSpot, Microsoft Dynamics and most others. We work inside your system or deliver clean files for import, whichever you prefer.

How do you verify contacts?

A combination of automated validation and human checks, with phone verification for senior contacts where it matters. Records that cannot be verified are flagged, not guessed.

What accuracy do you commit to?

We report the verified share on every delivery rather than promise a number up front, because it depends on the state of what we start with. You will always know exactly how much of the list has been confirmed.

Is our data handled securely?

Yes. Data is handled under a written agreement, accessed only by the people working on your project, and deleted or returned at the end of the engagement.

701 / ChapterInsights

From the practice.

All insights
Perspective5 min read

An account list is a point of view

A list of target companies is treated as data. It is actually a strategy: every record encodes a decision somebody made about who matters. Three questions to ask of any list before you work it.

Read the piece
Perspective6 min read

Events are a pipeline channel, not a party

Most event budgets buy presence. Treated as a channel, with a target list, a before and an after, an event is one of the few places where the first conversation and the second can happen in the same week.

Read the piece
Field notes6 min read

Selling to both sides of a platform

Marketplaces and platforms have two customers, and the pipeline for each behaves differently. Field notes on sequencing supply and demand, and on the partnership deals that sit between them.

Read the piece

Your move.

Tell us the market you want opened and what is in the way. A senior member of the team will come back to you with a point of view on the first three moves.

Schedule a meeting +1 (415) 800 2109

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Plays well with

♝ Bishop

Research Services

Know which of the verified accounts to call first, and why.
♞ Knight

Lead Generation

Put the clean list to work on every channel.