The Intelligence Layer
Your GTM Team is Missing
You don’t need another tool. You need someone to clean your CRM, fill the gaps, research your prospects and make sure your pipeline is built on truth - month after month.
“40% of your CRM data goes bad within a year. Quietly.”
Job titles change. Companies fold or pivot. People move on. And yet your reps are still calling numbers that ring to voicemail at old employers, sending sequences to someone who left six months ago, and wondering why conversion rates are soft. According to Gartner research, organisations that invest in data quality see 70% faster revenue growth than those that don’t.
It’s not a tool problem. Tools are everywhere. It’s a data problem - and no one’s job to fix it.
Meanwhile, the pipeline review reveals contacts with no phone, no title, no recent activity. Dozens of duplicates. Records sourced from a list bought three years ago that was already stale when you bought it. Salesforce research estimates that sales reps spend 27% of their time on data entry and record maintenance instead of selling.
Wrong numbers
Ringing voicemail at old employers
Ghost contacts
People who left 6+ months ago
Duplicates
Same person, three different records
Missing fields
No phone, no title, no activity
Avg. CRM decays 2.1% per month
Your CRM is your revenue foundation. Right now, it might be crumbling quietly.
Our Purpose
At CLIENTWISE, we bring a dedicated, human-first approach to the messy reality of B2B data - CRM chaos, stale prospect lists, and pipeline gaps that silently drain your revenue team's time. Our mission is to free GTM teams and agencies from the data work they were never hired to do, so they can focus on closing deals while knowing their pipeline is built on verified, sourced truth.
Operating across 16 enrichment sources with full GDPR compliance, CLIENTWISE delivers CRM audits, ICP-verified prospect research, deliverability monitoring, and ongoing pipeline enrichment - all with a complete sourcing trail behind every record. Our expertise spans the full data operations lifecycle, from initial cleanup to monthly retainers, ensuring your outreach is always grounded in data you can trust.
What We Do
Five services. One goal: make sure your GTM team is working with data they can trust.
CRM Quality Audit
Audit, deduplicate, enrich, and score your existing records across 16 sources.
You get: Cleaned, enriched CRM export with a full data health report and enrichment log.
ICP-Verified Prospect Pool
Research and verify prospects matched to your ICP, delivered outreach-ready.
You get: Verified prospect file with contact data, company context, and ICP match rationale.
Deliverability Shield
Email list validation, domain health monitoring, and bounce-risk scoring at scale.
You get: Validated list with risk scores, domain health report, and quarantined records with reason codes.
Always-Fresh Pipeline Retainer
Monthly enrichment, monitoring for job changes, and new prospect delivery.
You get: Monthly delivery of updated records, change flags, and new additions - into your CRM.
White-Label Data Ops
Your invisible data team — resell clean, enriched pipeline under your own brand.
You get: Branded data deliverables, dedicated comms channel, per-client cost dashboard, and monthly partnership review.
Fractional Data Ops
Your data ops team - without the headcount.
Your agency runs campaigns. Someone needs to run the data. Fractional data ops is the done-for-you alternative to hiring a data team or wrestling with yet another tool.
You get: A dedicated team that handles your data operations.
CRM Quality Audit
Audit, deduplicate, enrich, and score your existing records across 16 sources.
You get: Cleaned, enriched CRM export with a full data health report and enrichment log.
ICP-Verified Prospect Pool
Research and verify prospects matched to your ICP, delivered outreach-ready.
You get: Verified prospect file with contact data, company context, and ICP match rationale.
Deliverability Shield
Email list validation, domain health monitoring, and bounce-risk scoring at scale.
You get: Validated list with risk scores, domain health report, and quarantined records with reason codes.
Always-Fresh Pipeline Retainer
Monthly enrichment, monitoring for job changes, and new prospect delivery.
You get: Monthly delivery of updated records, change flags, and new additions - into your CRM.
White-Label Data Ops
Your invisible data team — resell clean, enriched pipeline under your own brand.
You get: Branded data deliverables, dedicated comms channel, per-client cost dashboard, and monthly partnership review.
Fractional Data Ops
Your data ops team - without the headcount.
Your agency runs campaigns. Someone needs to run the data. Fractional data ops is the done-for-you alternative to hiring a data team or wrestling with yet another tool.
You get: A dedicated team that handles your data operations.
What Clients Say
“Reply rate doubled in one month”
“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”
Sarah Chen, Kayden
Head of Revenue Operations
“Forecast variance dropped from 35% to under 12%”
“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”
James Whitfield, Reachflow
VP Sales
“Replaced two tools and a part-time hire”
“The monthly data ops retainer replaced two tools and a part-time hire. Our CRM hasn’t been this clean since the day we set it up.”
Priya Sharma, Stackline
GTM Lead
“Conversion rate jumped 22%”
“We had 6,000 contacts and no idea which ones were still valid. ClientWise flagged 2,100 job changes we’d missed. Conversion rate jumped 22% the next quarter.”
Tom Ashworth, Clearpath
Sales Director
“Full sourcing transparency for the board”
“Every record came with a sourcing trail. First time I’ve been able to tell our board exactly where our pipeline data comes from.”
Nina Okafor, Vantage Group
Chief Revenue Officer
“Beat every other data provider on UK accuracy”
“We tried ZoomInfo, Apollo, Lusha. None of them got UK data right. ClientWise nailed Companies House matching on the first pass.”
David Renshaw, Fynn
Head of Growth
“Messy export to clean database in five days”
“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding, no kickoff meetings.”
Laura Kim, Airo
Marketing Operations Manager
“Stopped guessing, started prioritising”
“The data quality scores were a game changer. We could finally prioritise outreach by record confidence instead of guessing.”
Marcus Bell, Trellis
SDR Team Lead
“Three projects and counting”
“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three projects with them.”
Anya Petrov, Northbeam
VP Operations
“£180k pipeline from a single build”
“They found 340 net-new contacts at our target accounts that we’d completely missed. Pipeline value from that single build was £180k.”
Chris Osei, Solve
Account Executive
“Reply rate doubled in one month”
“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”
Sarah Chen, Kayden
Head of Revenue Operations
“Forecast variance dropped from 35% to under 12%”
“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”
James Whitfield, Reachflow
VP Sales
“Replaced two tools and a part-time hire”
“The monthly data ops retainer replaced two tools and a part-time hire. Our CRM hasn’t been this clean since the day we set it up.”
Priya Sharma, Stackline
GTM Lead
“Conversion rate jumped 22%”
“We had 6,000 contacts and no idea which ones were still valid. ClientWise flagged 2,100 job changes we’d missed. Conversion rate jumped 22% the next quarter.”
Tom Ashworth, Clearpath
Sales Director
“Full sourcing transparency for the board”
“Every record came with a sourcing trail. First time I’ve been able to tell our board exactly where our pipeline data comes from.”
Nina Okafor, Vantage Group
Chief Revenue Officer
“Beat every other data provider on UK accuracy”
“We tried ZoomInfo, Apollo, Lusha. None of them got UK data right. ClientWise nailed Companies House matching on the first pass.”
David Renshaw, Fynn
Head of Growth
“Messy export to clean database in five days”
“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding, no kickoff meetings.”
Laura Kim, Airo
Marketing Operations Manager
“Stopped guessing, started prioritising”
“The data quality scores were a game changer. We could finally prioritise outreach by record confidence instead of guessing.”
Marcus Bell, Trellis
SDR Team Lead
“Three projects and counting”
“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three projects with them.”
Anya Petrov, Northbeam
VP Operations
“£180k pipeline from a single build”
“They found 340 net-new contacts at our target accounts that we’d completely missed. Pipeline value from that single build was £180k.”
Chris Osei, Solve
Account Executive
“Reply rate doubled in one month”
“We exported 4,200 records before the audit. ClientWise came back with 900 flagged as duplicates, 600 with outdated job titles, and 300 with no contact data at all. After importing the cleaned file, our outbound reply rate went from 2.8% to 6.1% within a month. The health report also made it very easy to explain to the board why our numbers had been soft.”
Sarah Chen, Kayden
Head of Revenue Operations
“Forecast variance dropped from 35% to under 12%”
“We’d been putting off a CRM cleanup for two years. The scoping call took 25 minutes, SOW landed that afternoon, and the cleaned export was back in our CRM within a week. Pipeline accuracy improved immediately — our forecast variance dropped from 35% to under 12%. Wish we’d done it sooner.”
James Whitfield, Reachflow
VP Sales
“Replaced two tools and a part-time hire”
“The monthly data ops retainer replaced two tools and a part-time hire. Our CRM hasn’t been this clean since the day we set it up.”
Priya Sharma, Stackline
GTM Lead
“Conversion rate jumped 22%”
“We had 6,000 contacts and no idea which ones were still valid. ClientWise flagged 2,100 job changes we’d missed. Conversion rate jumped 22% the next quarter.”
Tom Ashworth, Clearpath
Sales Director
“Full sourcing transparency for the board”
“Every record came with a sourcing trail. First time I’ve been able to tell our board exactly where our pipeline data comes from.”
Nina Okafor, Vantage Group
Chief Revenue Officer
“Beat every other data provider on UK accuracy”
“We tried ZoomInfo, Apollo, Lusha. None of them got UK data right. ClientWise nailed Companies House matching on the first pass.”
David Renshaw, Fynn
Head of Growth
“Messy export to clean database in five days”
“Handed them a messy HubSpot export on Monday. Got back a fully deduplicated, enriched database by Friday. No onboarding, no kickoff meetings.”
Laura Kim, Airo
Marketing Operations Manager
“Stopped guessing, started prioritising”
“The data quality scores were a game changer. We could finally prioritise outreach by record confidence instead of guessing.”
Marcus Bell, Trellis
SDR Team Lead
“Three projects and counting”
“Fixed-price, no contract, delivered in a week. Wish every vendor operated like this. We’ve now run three projects with them.”
Anya Petrov, Northbeam
VP Operations
“£180k pipeline from a single build”
“They found 340 net-new contacts at our target accounts that we’d completely missed. Pipeline value from that single build was £180k.”
Chris Osei, Solve
Account Executive
How We Compare
ClientWise Services
Typical Lead Gen Agency
Data ownership
You own it - lives in your CRM
They hold it
Sourcing transparency
Every record sourced and traceable
"Proprietary database"
UK data quality
Companies House, GDPR-first
Patchy - US-first infrastructure
Enrichment depth
400+ data points per company
Name, email, maybe phone
Contract
No annual contract
6–12 month minimum
Outreach included
Data only - you control the outreach
Often bundled, hard to separate
CRM compatibility
Delivered into your existing CRM
Often their own portal or CSV dump
Pricing
Fixed scope, fixed price
Opaque, usage-based surprises
Data ownership
ClientWise
You own it - lives in your CRM
Typical Agency
They hold it
Sourcing transparency
ClientWise
Every record sourced and traceable
Typical Agency
"Proprietary database"
UK data quality
ClientWise
Companies House, GDPR-first
Typical Agency
Patchy - US-first infrastructure
Enrichment depth
ClientWise
400+ data points per company
Typical Agency
Name, email, maybe phone
Contract
ClientWise
No annual contract
Typical Agency
6–12 month minimum
Outreach included
ClientWise
Data only - you control the outreach
Typical Agency
Often bundled, hard to separate
CRM compatibility
ClientWise
Delivered into your existing CRM
Typical Agency
Often their own portal or CSV dump
Pricing
ClientWise
Fixed scope, fixed price
Typical Agency
Opaque, usage-based surprises
Get Started Easily
From scoping call to deliverables in your inbox
01Book a Scoping Call
Book a Scoping Call
Tell Us What You Need in 30 Minutes
A 30-minute call where you walk us through what you’re working with: your CRM, your data, your ICP, and what you need fixed. No prep required on your end — just bring your questions and we’ll map out the landscape together. By the end of the call, you’ll know exactly what’s possible, what it costs, and how fast we can deliver. We listen more than we talk.
Scoping Call
No prep needed. Just bring your questions - we’ll map out the landscape together.
02Get Your SOW Same Day
Get Your SOW Same Day
Clear Scope, Same Day
Within hours of the scoping call, you receive a 2-page statement of work spelling out exactly what we’ll do, what you’ll get back, when it’ll be delivered, and what it costs. Everything in plain English — no jargon, no ambiguity. Fixed scope, fixed price, no surprises. No 40-slide deck. No multi-week discovery phase. You know exactly what you’re signing before you sign it.
Transparent SOW
Everything spelled out in plain English. You know exactly what you’re getting before you sign.
03Sign, Pay, We Start
Sign, Pay, We Start
Work Begins Immediately
You sign the SOW, pay the deposit, and your dedicated data analyst starts the same day. No onboarding calls, no kickoff meetings, no two-week ramp-up. You get a direct line to the person doing the work — not an account manager relaying messages. Most clients go from scoping call to active project in under 24 hours.
Fast Start
No onboarding friction. Your data analyst starts immediately after signature.
04Deliverables in 5–10 Days
Deliverables in 5–10 Days
Results in Your Inbox
Deliverables land in your inbox, formatted and ready to act on. CRM Quality Audits complete in 5–7 business days. ICP-Verified Prospect Pools arrive in 7–10 days. Always-Fresh Pipeline Retainers run on a fixed monthly cycle. Larger engagements are staged with milestone check-ins so you see progress throughout. Every delivery includes full documentation — source logs, confidence ratings, and a clear audit trail for every record.
Delivered Ready
Cleaned, enriched records dropped straight into your CRM. With full sourcing documentation.
Quality Guarantee
We build a review round into every project. If the data doesn’t meet agreed quality benchmarks, we fix it — no argument. If we can’t deliver what was scoped, we refund the relevant portion.
Simple Pricing
No annual contracts. No procurement process. Fixed scope, fixed price.
CRM Quality Audit
Best for: Teams with 500–10,000 records who’ve never properly cleaned their database.
ICP-Verified Prospect Pool
Best for: Teams launching into a new vertical, running outbound, or starting from scratch.
Always-Fresh Pipeline
Best for: Teams running ongoing outbound who want the data problem handled permanently.
Book a Free 30-Minute Scoping Call
Frequently Asked Questions
For a CRM Quality Audit, a CSV export of your existing records is enough - whatever fields you have. For an ICP-Verified Prospect Pool, we need your ICP: target industries, company size, geographies, and the job titles you sell to. The free 30-minute scoping call covers all of this, and we will tell you exactly what we need before any work begins.
Read our CRM audit guideWe deliver to HubSpot, Salesforce, Pipedrive, and most other CRMs via CSV import. For HubSpot and Salesforce, we format the export specifically for their native import flows so you can upload without reformatting. There is no integration to configure or API to set up - we handle the formatting and deduplication before delivery.
See our HubSpot audit walkthroughMost projects deliver within 5-10 business days. A CRM Quality Audit on 2,000 records typically takes 5-7 days. An ICP-Verified Prospect Pool of 500 verified prospects is usually 7-10 days. There is no software to learn, no onboarding process, and no ramp-up period. You brief us on the scoping call and receive verified data back within days.
See what a retainer delivery looks likeCommon warning signs: emails bouncing above 3%, SDRs reporting wrong numbers or outdated job titles, duplicate records appearing in reports, missing fields on a large percentage of contacts, or records sourced from a purchased list more than 12 months ago. If any of these sound familiar, your data is costing you pipeline. Our first audit typically flags 34% of records as needing attention.
7 signs your CRM data is killing your pipelineA one-off audit solves the immediate problem, but B2B data decays at roughly 2-3% per month. After 12 months without maintenance, nearly a third of your records will be outdated again. Most teams start with a CRM Quality Audit to fix the backlog, then move to an Always-Fresh Pipeline Retainer to stop the decay cycle permanently.
Why CRM data gets worse every monthA CRM Quality Audit is a one-time project: we clean, deduplicate, and enrich your existing records, then hand everything back with a health report. An Always-Fresh Pipeline Retainer is ongoing - each month we re-enrich your database, flag job changes, and add new prospects to replace churn. The audit fixes what is broken today. The retainer stops it from breaking again.
Professional audit vs DIY cleanupNo. We are a data operation, not an agency. We research, verify, and deliver the records - what you do with them is up to you. We deliberately do not do outreach because it creates a conflict of interest between data quality and volume targets. Your SDRs, your sequences, your messaging - we just make sure the data behind them is accurate.
How clean data frees up SDR timeYes. Our White-Label Data Ops service lets agencies resell CRM cleaning, list building, and deliverability monitoring under their own brand. We operate behind the scenes with SLA-backed turnaround, branded deliverables, and per-client cost dashboards. Your clients never know we exist.
Learn about our agency partnershipTools like ZoomInfo, Apollo, and Cognism give you access to a database and leave you to find, verify, clean, deduplicate, and import the data yourself. That takes time, tool expertise, and someone on your team to operate it. We do all of that for you - human researchers verify every record, QA the output, and deliver it ready for your CRM. No credits to manage, no software to learn, no integration to maintain.
Done-for-you vs self-serve toolsYes, and this is where we outperform database tools. SaaS platforms have thin coverage in specialist verticals because their databases are built for broad markets. Our researchers go deep into trade associations, conference attendee lists, Companies House filings, and industry-specific directories to find contacts that no single database covers. The more niche your ICP, the more value we add.
How to build a B2B prospect list from scratchA general VA needs to be trained, managed, and given tool subscriptions. They work one record at a time without a systematic verification process. We bring specialised B2B data expertise, access to 16 premium data sources, established enrichment workflows, and quality standards baked into every deliverable. You get the output of a trained data ops team without the hiring, training, or management overhead.
Outsourcing data ops vs hiring internallyEvery record includes a sourcing trail so you can see exactly where each data point originated. We cross-reference across 16 verified sources including Companies House, LinkedIn, company websites, and specialist B2B databases. We never rely on a single 'proprietary database' - multi-source verification is how we catch errors that single-source providers miss.
How we use Companies House dataWe use a waterfall enrichment process: each record is checked against multiple independent sources in sequence. If a phone number appears in one source but not another, we flag it. If an email bounces in pre-send validation, we quarantine it. Every record gets a confidence score so your team knows which contacts to prioritise and which to treat with caution.
What is waterfall enrichment?B2B data decays at roughly 2-3% per month - around 30% per year. People change jobs, companies rebrand, phone numbers rotate, and emails go stale. In high-turnover industries like tech and recruitment, decay can be even faster. After 12 months without enrichment, nearly a third of your records will be outdated, which means wasted outreach, damaged sender reputation, and inaccurate pipeline forecasts.
Why CRM data gets worse every monthEvery deliverable goes through human QA before it reaches you. If a record does not meet the agreed quality benchmarks, we replace it at no additional cost. Unlike self-serve tools where bad data is your problem to deal with, accuracy is our responsibility. We build a review round into every project, and the quality bar is defined upfront in your SOW.
What to expect from a professional auditWe use fuzzy matching - not just exact field comparison - to catch duplicates that simple tools miss. Variations like 'John Smith at ABC Corp' and 'J. Smith from ABC Corporation' are identified and merged. We reparent child records (activities, deals, notes) to the surviving master record so you do not lose historical context. Every merge decision is documented in the deliverable.
How to fix duplicate records in your CRMAll project work is fixed-price, scoped during your free 30-minute call. CRM Quality Audits start from £2,000 and ICP-Verified Prospect Pools from £3,000 - both depend on record volume and enrichment depth. Always-Fresh Pipeline Retainers start from £2,500 per month on a rolling basis. You get a 2-page SOW with the exact price before you commit to anything.
View full pricingNo annual contracts. One-off projects are priced per engagement and paid on completion. Retainers run month-to-month - you can cancel with 30 days' notice. No auto-renewal traps, no early termination fees, no 60-day cancellation windows buried in the fine print. We keep clients by delivering results, not by locking them into long-term deals.
Compare done-for-you vs self-serveNeither. We quote a fixed price based on the scope of work - record volume, enrichment depth, and turnaround. No credit system, no per-record metering, no surprise overages. You will never get an unexpected invoice because your team exported an extra column or ran one too many searches. The price in your SOW is the price you pay.
The real cost of bad CRM dataPer month, yes. But the total cost of ownership tells a different story. Self-serve tools require someone on your team to operate them - finding contacts, verifying data, cleaning duplicates, formatting imports. That person's time has a cost. Stack on multiple tool subscriptions (enrichment, verification, deliverability) and the cost of bad data reaching your pipeline, and done-for-you often comes out cheaper. We handle the entire workflow for less than the fully loaded cost of one junior hire.
In-house vs outsourced: cost breakdownThe 1-10-100 rule applies: it costs £1 per record to prevent bad data, £10 to clean it later, and £100 in lost revenue if you do nothing. Our clients have seen reply rates double after a CRM audit, conversion lifts of 22% from verified prospect pools, and pipeline forecast variance drop from 35% to under 12%. The cost of doing nothing is almost always higher than the cost of fixing it.
The true cost of bad CRM dataYes. Many clients start with a focused audit on 500-1,000 records or a small prospect pool of 100 contacts to see the quality before committing to a larger engagement. The scoping call will help us define a test scope that gives you meaningful results without a large upfront commitment.
Learn about our CRM Quality AuditYes. We operate under UK GDPR. We do not retain your data after project delivery, we do not resell it, and we do not use it to train anything. Data is transferred via secure, encrypted channels. We are registered with the ICO and happy to sign a DPA before work begins. Unlike SaaS platforms that store millions of records in a centralised database, we process your data on a per-project basis - no mass database sitting as a breach liability.
UK GDPR and B2B sales: what you need to knowYes, when done properly. B2B outreach to business contacts is permitted under the 'legitimate interest' legal basis, provided you are targeting relevant contacts, offering genuine business value, and honouring opt-outs. Under PECR, cold emails to corporate addresses are lawful as long as you identify yourself and include an unsubscribe mechanism. We document the legal basis per record and ensure every prospect file we deliver is compliant from day one.
Deep dive: GDPR and B2B prospectingYou own everything we deliver - it lives in your CRM, not ours. If you stop working with us, nothing changes on your end. We do not hold your data hostage, we do not charge export fees, and we delete our working copies after project delivery. There is no lock-in at the data level.
What is data ownership in B2B?No. Every engagement is confidential. We do not share client ICPs, target accounts, or prospect lists between clients. We are happy to sign an NDA before the scoping call if you prefer. Your competitive intelligence stays yours.
Our approach to compliant prospectingWe build a review round into every project. If the data does not meet agreed quality benchmarks, we fix it - no argument. If we genuinely cannot deliver what was scoped, we refund the relevant portion. The quality bar is defined upfront in your SOW, so there is no ambiguity about what 'done' looks like.
What to expect from a professional audit