All fieldwork

Turning the work RevOps repeats every week into a product.

THE SITUATION

Every week the revenue operations team does the same jobs by hand: matching a conference list against the CRM, cleaning up a spreadsheet before it can be loaded into the system, chasing down missing account details, merging duplicate records. Each job gets done — and then the work evaporates. Next month the same job starts over from scratch, usually under deadline, usually in someone's personal spreadsheet.

Buying a platform for this is possible — the commercial data-cleanup products exist — but each is an enterprise purchase: another license, another implementation project, another system for a small team to learn, when what the company actually needs is the same half-dozen chores done quickly, correctly, and without putting the CRM at risk.

WHAT WE BUILT

The weekly chores were turned into a permanent toolkit the team can run any time: a Google Sheets workspace connected to Salesforce and HubSpot that matches lists to the right records, removes duplicates, fills in missing account and contact details, and cleans up spreadsheets without breaking a single formula. Every change is shown before it happens, made only after someone approves it, and can be reversed afterward. An AI assistant can run the same jobs under exactly the same rules — it shows its work first, waits for a person's approval, and everything it does can be undone.

  1. 01Inspect
  2. 02Plan
  3. 03Preview
  4. 04Apply
  5. 05Check
  6. 06Undo
Multi-CRMSalesforce and HubSpot, together
Dry-runevery change shown before it's made
Receiptsa record of every change, kept
BUILT-IN SAFEGUARDS
Spreadsheet formulas never breakJobs can't overwrite each otherOnly approved changes go throughEach client's data stays separateEverything can be undone
WHAT CHANGED

Work that used to be rebuilt as a one-off project every month is now a set of tools anyone on the team can run every week. Every change to the CRM is shown before it happens and reversible after — so the data gets cleaner over time instead of riskier.

WHAT THE TEAM GOT
A Google Sheets add-onThe same tools, runnable by an AI assistantConnections to Salesforce and HubSpotMatching that finds the right record even when names don't match exactlyBig jobs that finish on their ownA history of every change, with undo

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