Your customer pipeline should
answer questions, not just store contacts.
We baseline your customer data, cleanse it, rebuild your customer systems on DSConnect, then run monthly health reports so the gains hold.
Every engagement starts with a Customer Data Health Audit — duplicate rate, field completeness, source attribution coverage, days-in-stage, response time. We re-measure after the work is done so the change is provable.
Signs your customer data is costing you
Any of these feel familiar? They’re the symptoms we measure on day one — and every one is fixable.
- 01Your team can’t agree on how many active customers you have right now.
- 02Leads sit in someone’s inbox for hours — sometimes days — before anyone responds.
- 03Half your records have missing or wrong contact details.
- 04Three people send the same follow-up email to the same lead.
- 05The dashboard looks great but nobody actually trusts the numbers.
Baseline → Cleanse → Rebuild → Report → Run
A five-step methodology that measures where you start, proves what changed, and keeps the gains compounding.
Baseline
Customer Data Health Audit: duplicate rate, field completeness, source attribution coverage, days-in-stage, response time. We measure where you actually are — not where you think you are.
Cleanse
Deduplication, standardisation of phone / email / address / ABN, bounce checks, dead-record archival. Every change is logged so you can audit what we touched and why.
Rebuild
Customer systems redesigned around how you actually sell and service — pipelines, tags, custom fields, automations, user roles, dashboards. Configured on DSConnect.
Report
Standard dashboard pack live on day one: pipeline health, lead source return, conversion rates, rep performance, data quality scorecard. The numbers your team needs to make decisions.
Run
Monthly data health report (for ongoing clients) shows the same baseline metrics moving over time. Quarterly review meeting to act on what the data says next.
What’s included
The full capability list, grouped by what each part of your team cares about.
Setup & Migration
- Customer pipeline strategy and data model design
- Migration from legacy systems (HubSpot, Salesforce, Pipedrive, Zoho, spreadsheets, Outlook contacts) with a documented field-mapping plan
- Test load, validation, then phased go-live
- Living configuration playbook so you own the knowledge
Data Quality
- Deduplication and merging — by phone, email, address, ABN
- Standardisation (phone formats, address structure, ABN validation, email syntax)
- Bounce and validity checks across email and SMS channels
- Dead-record archival — keep history without polluting the live database
- Segmentation framework: tags, pipelines, custom fields and audiences mapped to how you actually sell
Reporting
- Pipeline health dashboard — by stage, by rep, by source
- Lead source return dashboard — which channels actually convert to revenue
- Conversion and velocity dashboard — what’s moving and what’s stuck
- Data quality scorecard — your baseline, re-measured monthly
- For deeper reporting needs we pipe data to Looker Studio or Power BI — we’ll be honest if that’s a better fit
Ongoing Admin
- We run the system for you — new users, automations, pipeline tweaks
- Monthly data health check and report
- Integrations to website forms, calendars, accounting (Xero / MYOB), phone systems, marketing tools, Zapier or Make where needed
- Role-based team training sessions, recorded for new starters
- Quarterly review meeting to act on what the data says next
Built on DSConnect — and honest about when it isn’t the answer
DSConnect is our customer-systems platform. It’s where most of our clients’ pipelines live. But it isn’t right for everyone, and we’ll tell you that in the first call.
✓ When DSConnect is the right fit
- —Small to mid-sized businesses (roughly 5–100 staff) selling services or products to other businesses or consumers
- —Teams that need one platform for sales, marketing and basic service — without paying for five separate tools
- —Owners who want their pipeline, follow-up, automation and reporting in one place they actually log into
✗ When DSConnect isn’t — and what is
- —Heavy B2B enterprise sales with complex multi-tier quoting and approval flows — usually HubSpot, Salesforce or Microsoft Dynamics is the better fit
- —Deep ERP integration requirements — accounting, inventory, manufacturing systems with real-time sync
- —Highly regulated industries that mandate a specific CRM vendor for compliance reasons
Part of the same engagement
Sales and lead follow-up automation
The automation layer that sits on top of a clean pipeline. We build it alongside the rebuild — same engagement, same team.
Lead capture
Web forms, landing pages, chat widgets, phone tracking, and QR code campaigns all feed the same pipeline — no orphan leads in someone’s inbox.
Lead scoring
Data-informed weights, calibrated against the actual win-loss data in your pipeline. Not a vendor template that scores every lead the same way.
Routing rules
New leads land with the right rep instantly. Hot leads escalate. After-hours leads get a holding response that doesn’t feel auto-generated.
Follow-up sequences
Multi-step email and SMS nurture sequences for the leads who don’t buy on the first conversation. Stop when they reply, resume if they don’t.
Reporting on automation
Every automated message is tracked back to revenue — so you know which sequences are working and which are noise.
Project, ongoing, or both
The project gets you to a trustworthy baseline. The retainer is where the gains compound month over month. Most clients do both.
Fixed-scope project
Customer Pipeline Rebuild
From $3,950
One-off setup and data configuration (bundled with a 6-month Operate retainer)
Audit, cleanse, migrate, rebuild and hand over. Documented and trained.
Right for: businesses that want a clean baseline and have the in-house capacity to run the system day-to-day after launch.
- — Customer Data Health Audit baseline report
- — Migration with documented field mapping
- — Cleansed, deduplicated database
- — Standard dashboard pack
- — Role-based team training
- — Living configuration playbook
Ongoing administration
We run the system for you
From $1,295 / month
After initial setup and data configuration (from $3,950). Includes $189/mo SEO Care as standard.
Everything in the project, plus monthly data health reports, automation tweaks, new user onboarding, integration changes, and a quarterly review meeting.
- — Monthly Data Health Report (baseline metrics tracked over time)
- — New user setup and offboarding
- — Automation tweaks and pipeline changes
- — Set number of dashboard / report changes per month
- — Quarterly review meeting
- — Priority response on platform issues
Your DSConnect subscription runs separately and continues for as long as you use the platform. Final pricing is confirmed after a discovery call.
Common questions
How long does a typical migration take?
What happens to our existing data?
How is our data kept safe during all this?
What does DSConnect cost?
What if we stop working with you down the track?
What if our sales process is genuinely complex?
Test the methodology, free
Where does your data actually sit?
Ten honest questions across five areas. Five minutes. Get a scored picture of your current posture and a personalised next step — before you commit to anything paid.
Free · 5 minutes · No payment
Find out what your customer data is hiding
A Customer Data Health Audit gives you the baseline numbers — what you hold, how much is wrong, and where the revenue is leaking.
Book a Customer Data Health Audit