Scrub my target list against CRM and past outreach
A cleaned list with existing customers, open deals, and recent touches flagged out
Take my target list [sheet link] and cross-reference every company and contact before any outbound goes out. Check three places: HubSpot for existing contacts, open deals, or customer records; my Gmail sent history for anyone we've emailed in the last [90] days; and obvious duplicates within the list itself — same domain, same person spelled differently. Add a 'status' column and mark each row: clean, already in CRM, recently contacted, existing customer, or internal duplicate. Don't delete anything — flag only. Where you find a match, add a note saying where you found it so I can verify. Be conservative: if a name match is ambiguous, mark it 'check manually' rather than guessing. Finish with counts per bucket and the percentage of the list that's safe to work.
