Data Health Check
A simple review of your CRM data to uncover what’s affecting your reporting
If your reports don’t feel reliable, there’s usually a reason.
The Data Health Check helps identify gaps, inconsistencies, and process issues that make reporting harder to trust — giving you a clearer understanding of what’s happening inside your CRM data.
What’s included
The Data Health Check is a focused review of the data and processes affecting your reporting. You’ll receive:
- Review of key CRM data affecting reporting
- Identification of common data quality issues
- Examples of where reporting may be inaccurate
- Practical recommendations to improve consistency
- Clear explanations without technical jargon
Simple, Transparent Pricing
Data Health Check — £250
✔ One-off review
✔ Clear findings
✔ Practical recommendations
✔ No ongoing commitment
What the review looks at
Every recruitment agency works differently and many agencies also rely on spreadsheets or manual reporting processes alongside their CRM.
Common areas reviewed may include:
- Duplicate records
- Missing or incomplete data
- Inconsistent CRM usage across teams
- Data gaps affecting KPIs and reporting accuracy
- Reporting inconsistencies
- Historical data quality issues
- Processes impacting data reliability
- Manual reporting processes creating unreliable KPIs
Information Needed
To complete the Data Health Check, I may need:
- Temporary access to relevant CRM data or reports
- Examples of reports or metrics you don’t fully trust
- An understanding of your current reporting process
- A short conversation about how your team uses the CRM
All information and access will be treated confidentially
What You’ll Receive
After the review, you’ll receive a clear summary of findings and recommendations.
The goal is clarity — helping you better understand what’s affecting confidence in your reporting.
This may include:
- Key data issues identified
- Examples of reporting inaccuracies
- Areas creating inconsistencies in reporting
- Recommended next steps
- Suggestions to improve long-term data quality
The Process
Step 1 — Intro conversation
- We’ll discuss your CRM setup, reporting challenges, and any areas causing concern.
Step 2 — Data review
- I’ll review the relevant data, reports, and processes affecting reporting accuracy.
Step 3 — Findings & recommendations
- You’ll receive a structured summary with clear findings and practical next steps.
Why Reliable Reporting Matters
When reporting can’t be trusted, it becomes harder to:
- Understand recruiter performance
- Track pipeline activity accurately
- Identify process issues
- Forecast revenue confidently
- Make informed business decisions
The Data Health Check helps uncover the data and process issues affecting reporting clarity.
What the data health check isn’t
The Data Health Check is designed to provide clarity and recommendations.
It isn’t:
- A large consultancy project
- A system migration or implementation
- A full data cleanse
- A technical overhaul
- A long-term commitment
The aim is to help you understand where issues exist before making bigger decisions or investments
Ready to improve confidence in your data and reporting ?
If your reports don’t feel reliable, the Data Health Check can help uncover why.