CRM & contact list cleanup
Duplicate and messy contacts cleaned into one tidy list, without losing a record.
Every working day {{BRAND}} looks through the run histories and error logs of the workflows you run for your clients. We flag what failed, went quiet or was switched off, and at the end of the month you get a report per client of what ran and what it produced. You keep the logins and decide every fix. A person checks every line.
Fifty rows go in, forty-seven land in the CRM, and every run shows green. Nobody looks until the client asks where the other three went.
A connection needs signing in again. A Zap gets switched off. A plan hits its monthly limit. The first you hear of it is your client's message.
Retainer clients pay each month for things not breaking. With nothing to show them what ran, the retainer is the first line they question.
A full-time offshore assistant costs about $500–1,400 a month. Monitoring tools for agencies cost about $100–300 a month and some draft a client report, but someone on your side still sets the rules, reads the alerts and checks what they mean. With {{BRAND}} a person does the reading, the checking and the reports, from $149 a month.
Send a list of your clients and their workflows: what each one should do, roughly how often it runs, and what it should produce. Then give us view-only access, or forward the failure emails your platforms already send.
We read the run histories and error logs against your list. Failed runs, quiet workflows, workflows switched off, connections that need signing in again. For workflows you mark safe, we replay a failed run once. We never edit anything.
A short note each working day, and a one-page report per client each month with your name and logo: what ran, what failed, what we caught and what it produced. You send it. We never write to your clients.
Short, sorted by what needs you, with the evidence attached. This sample uses made-up clients, workflows and numbers.
One page per client, with your name and logo on it. Sample with made-up numbers.
| Workflow | Platform | Runs | Failed | What we caught | Produced |
|---|---|---|---|---|---|
| Website enquiry to CRM | Zapier | 412 | 6 | CRM connection expired 26 Sep, flagged that day; you reconnected it 29 Sep and the 6 runs were replayed | 412 contacts |
| Booking to calendar invite | Zapier | 188 | 0 | Nothing to report | 188 events |
| Weekly report to Slack | Make | 4 | 1 | Slack rate limit on 22 Sep; replayed, succeeded | 4 posts |
| Paid invoice to sheet row | n8n | 97 | 0 | Nothing to report | 97 rows |
| Total, September | 701 | 7 | 2 issues found, both fixed | 701 |
Last month checked free for one or two client accounts, plus a sample client report. No card, no contract. If your platform keeps less than a month of run history, we check what it holds and the next two weeks.
Get my free checkFor context: a full-time offshore assistant costs about $500–1,400 a month, plus the time it takes to train and check them. Monitoring tools made for agencies cost about $100–300 a month; they send alerts and some produce client reports, but you set them up and read them. The platforms' own failure emails and free watchdogs such as Healthchecks.io cover part of this too, for little or nothing.
What we don't do: build or fix workflows, edit or switch anything on or off, hold your API keys or passwords, watch around the clock or at weekends, write your client contracts or SLAs, or work on workflows that handle health information.
{{BRAND}} is run by {{FIRST_NAME}} in Dhaka, Bangladesh. We're new, so we have no customer list to show you. The free check is how you decide: you see the work on your own clients' workflows before you pay anything. We work Monday to Friday, during the Dhaka afternoon, so the daily note is ready by about 9am UK time, before the US working day starts. In Australia it lands in your early evening.
As little as possible, and you choose how. Either add one named person from our side with a view-only or monitoring role, where your plan has one, or forward the failure emails Zapier, Make and n8n already send to a desk address. The email route catches failures but not quiet or switched-off workflows, so we'd also ask for a short weekly export of run counts. On some plans an extra seat costs money, and some only offer full access; in either case the email route costs nothing and we'd rather you use it. We never need your API keys, your clients' app logins, passwords or billing details, and you can remove our seat any time.
Run histories can hold your clients' customer data. We read status, run times, step names, error messages and counts, and we don't need the contents of each record. Where your platform lets you, switch off saving of run data for those workflows or mask it. What we keep is held in our Google Workspace account with 2-step login, seen only by the person working on your account, never shared or sold, and deleted within 7 days if you leave. If personal data does reach us, we handle it as your processor (or sub-processor, where you work for your client) and will sign a data processing agreement. Your contract with your client may require their OK before you share run logs with us. We're happy to sign your NDA first. Workflows that handle health information are out of scope: please leave them off the list. Ask for our one-page data promise.
People, with good tools. Software helps us read long run histories, sort errors into types and draft the report. A person checks every flagged item against what you told us the workflow should do, and reads every note and report before it reaches you.
Each working day, for every workflow on your list: runs that failed or stopped, runs that happened less often than usual or not at all, workflows that are off but should be live, connections that need signing in again, and plan usage close to its limit where your seat shows it. For up to 3 workflows per client, we also compare a count you can export, such as rows in a form sheet against new records in the CRM for the same day. We can only check what the platform and your exports show us. Green runs with a wrong result are caught only where there's a count to compare.
No to both. You decide every fix, and your clients never hear from us unless you ask. We replay a failed run only on workflows you've marked safe, once, and we tell you the result. A replay can send a second email or text, or create a duplicate record, so the default is to flag it and let you decide. We never edit a workflow, switch one on or off, reconnect an app or change a setting.
Much of it, yes. The platforms' failure emails, free watchdogs and paid tools for agencies will alert you when a run fails, and some flag quiet workflows or produce a client report. What they don't do is have a person read the history each day against what each workflow is meant to do, check the counts you care about, and write a report you'd forward without editing. If you're happy to set up a tool and read its alerts yourself, that's cheaper and you probably don't need us. This is for studios that would rather hand that part over.
We don't build, edit or fix workflows, reconnect apps, or switch anything on or off. We don't hold your API keys or passwords, and we never collect or move money. We're not an around-the-clock service: we check on working days, so a failure on Saturday is flagged on Monday, and we don't call you at night. We can't see inside your clients' apps beyond the run history and the exports you give us. We don't write your client contracts or SLAs, give legal or compliance advice, or work on workflows that handle health information.
Pick one or two client accounts. We read last month's run history and send you the issue log and a sample client report within 5 working days of getting access. Platforms keep only a limited run history, depending on platform and plan, so if there's less than a month we check what's there plus the next two weeks. Then pick a plan or stop. Either way the report and the issue log are yours.
A monthly invoice that you can pay by bank transfer (US ACH or UK bank transfer) or by card.
Tell us how many client accounts you run and on which platforms. {{FIRST_NAME}} will reply within one working day with a short setup list. Your free check and a sample client report come back within 5 working days of getting access.
Prefer email? {{EMAIL}}