Monthly CRM Maintenance & Enrichment
Always-Fresh Pipeline Retainer: keep your CRM clean, enriched & growing
Monthly enrichment, job-change monitoring, and fresh ICP-matched prospects so your pipeline never goes stale. From £2,500/mo. Fixed delivery date. Cancel any time.
160+ active retainers running across B2B revenue teams
Cancel any time — no 12-month lock-ins. 30-day rolling commitment.
One-off cleanups don’t stay clean.
You ran a CRM reputation audit three months ago. The data was spotless. Fast-forward to today: 47 contacts have changed jobs, 23 direct dials are dead, and 15 email addresses are bouncing. Nobody noticed because nobody was watching.
CRM data decays at roughly 3% per month. That’s not a one-time problem you fix and forget — it’s an ongoing operational reality. On a 2,000-record database, 60 contacts go stale every single month. On 5,000 records, it’s 150.
Meanwhile, your reps keep sequencing people who left six months ago. Your bounce rate creeps up. Deliverability drops. And the pipeline that looked solid in the forecast is quietly rotting from the inside. The only way to stop it is to make data maintenance a recurring operation, not a one-off project.
How the monthly cycle
Four stages. Same date every month. Fully documented.
01Change monitoring
Change monitoring
Change monitoring
Every active contact in your monitored pool is checked against professional networks, company filings, and commercial change-of-role feeds. When someone changes job title, gets promoted, moves company, or leaves entirely, we flag it within 24 hours — before your reps send another email to a dead address. Most teams only discover these changes after a bounce report or a failed sequence. We catch them the day they happen.
02Re-enrichment
Re-enrichment
Re-enrichment
Every contact flagged for a change gets re-enriched from source — not patched with guesswork. We pull fresh job titles, updated direct dials, new company details, and verified email addresses. Records that can’t be re-verified after multiple source checks are moved to a suppression list with a documented reason code, instead of quietly rotting in your CRM and dragging down your deliverability. The result: your active database only contains contacts you can actually reach.
03New prospect delivery
New prospect delivery
New prospect delivery
Each cycle, 50, 100, or 150 net-new ICP-matched prospects are researched from scratch and added to your pipeline. These aren’t recycled database contacts — every one is individually matched to your ideal customer profile, verified across 16 sources for accuracy, and formatted for your CRM’s native import flow. Your reps get a ready-to-sequence file on the same date each month, so outbound never stalls waiting for fresh names.
04Monthly reporting
Monthly reporting
Monthly reporting
You receive a single consolidated delivery each month on a fixed date: a change summary showing who moved and what decayed, the re-enriched records file ready to import, your net-new prospect file, updated suppression list with reason codes, and a running data health score (0–100) that tracks your CRM’s quality over time. Everything documented. Nothing buried in a dashboard you’ll never check. One delivery, one date, full visibility.
What you get every month
Not a login to check. A delivery you can act on the same day.
Monthly change-flag report
Who changed jobs, whose data decayed, what was updated — with a recommended action per record.
Re-enriched records ready to import
Updated contacts with fresh job titles, verified emails, and current direct dials. Drop straight into your CRM.
Net-new prospect file
50–150 ICP-matched, multi-source-verified prospects. Delivered in your CRM’s format with source logs.
Suppression list with reason codes
Records flagged for removal: left company, unreachable, domain expired, duplicate. No guesswork.
Running data health score
A single number (0–100) that tracks your CRM’s quality over time. Watch it climb, month over month.
Ready to stop your CRM from decaying every month?
No obligation. No lock-in. SOW sent same day.
Scope your monthly cycleBuilt for teams that need data ops without the headcount
If any of these sound familiar, a Pipeline Retainer is the fastest way to solve it permanently.
“We cleaned the CRM but it’s already drifting”
You ran a health check three months ago. Now bounce rates are climbing again. Without a monthly cycle, every cleanup is temporary.
“Outbound is always-on but nobody maintains the data”
Your SDRs run sequences every week. Meanwhile, 3% of the contacts they’re emailing went stale last month. Nobody’s checking.
“We don’t have a data ops person”
Marketing owns leads, Sales owns deals, and nobody owns the records in between. A retainer gives you the function without the hire.
“Bounce rates are climbing quarter over quarter”
That’s data decay. People change jobs, companies pivot, emails expire. The only fix is proactive monitoring — not quarterly fire drills.
“We need fresh prospects every month”
Buying lists gives you the same contacts every other team already has. We research net-new prospects matched to your ICP, verified across 16 sources.
“The board wants a data health metric”
A single score that tracks CRM quality over time. Delivered monthly. Easy to report. No ambiguity about whether the data is getting better or worse.
What Clients Say
“The monthly Pipeline Retainer replaced two tools and a part-time hire. We get 100 fresh prospects, a change report, and a health score every month. Our CRM hasn’t been this clean since the day we set it up. Forecast accuracy improved by 18% in the first quarter.”
Tom Ashworth,
Sales Director, UK professional services (120 employees)
“We were losing about 40 contacts a month to job changes and nobody was catching it. Since starting the retainer, every move gets flagged within a day. The suppression list alone saved us from sending 200+ emails to dead addresses last quarter. The ROI wasn’t even close.”
Michelle Harper,
Head of Growth, Series A SaaS (60 employees)
“Before the retainer, our bounce rate climbed 2–3% every quarter and nobody owned the fix. Six months in, we’re consistently under 1.5%. The monthly health score is the first metric our VP Sales actually trusts in the forecast review.”
James Whitfield,
VP Sales, UK professional services firm
“We got 100 net-new prospects in the first cycle and 47 were at accounts we’d never even heard of. That’s the difference between buying a list and having someone research for you. Three of those turned into pipeline within the month.”
Sarah Chen,
Head of Revenue Operations, Series B SaaS (85 employees)
“The job-change detection caught our biggest champion moving to a new company. We reached out on day two of his new role and re-opened the deal at the new org. That single catch paid for six months of the retainer.”
Daniel Frost,
Account Executive, Mid-market SaaS (110 employees)
“I used to spend every Friday morning manually checking LinkedIn for job changes in our top 200 accounts. Now it’s done automatically and I get the report in my inbox. I’ve got Friday mornings back for actual selling.”
Priya Sharma,
Senior BDR, FinTech startup (35 employees)
“Our CRM had 3,000 contacts and no one could tell you how many were still valid. After three monthly cycles, every record has a confidence score and a last-verified date. The board finally has a number they can trust.”
Nina Okafor,
Chief Revenue Officer, RegTech (150 employees)
“We cancelled ZoomInfo and Apollo and replaced both with the Pipeline Retainer. The cost is lower, we don’t have to do any of the work ourselves, and the data quality is noticeably better on UK contacts. Should have switched a year ago.”
David Renshaw,
Head of Growth, Vertical SaaS (40 employees)
“The suppression list with reason codes is something I didn’t know I needed. We used to just delete stale contacts. Now we know exactly why each one was removed and can re-engage if they resurface at a new company.”
Laura Kim,
Marketing Operations Manager, PropTech startup
“Month one, the health score was 61. Six months later it’s 89. Our deliverability went from shaky to rock-solid, and the net-new prospects each month mean we never run out of people to sequence. It’s the most set-and-forget investment we’ve made.”
Chris Osei,
Sales Manager, Cyber security firm (90 employees)
“The monthly Pipeline Retainer replaced two tools and a part-time hire. We get 100 fresh prospects, a change report, and a health score every month. Our CRM hasn’t been this clean since the day we set it up. Forecast accuracy improved by 18% in the first quarter.”
Tom Ashworth,
Sales Director, UK professional services (120 employees)
“We were losing about 40 contacts a month to job changes and nobody was catching it. Since starting the retainer, every move gets flagged within a day. The suppression list alone saved us from sending 200+ emails to dead addresses last quarter. The ROI wasn’t even close.”
Michelle Harper,
Head of Growth, Series A SaaS (60 employees)
“Before the retainer, our bounce rate climbed 2–3% every quarter and nobody owned the fix. Six months in, we’re consistently under 1.5%. The monthly health score is the first metric our VP Sales actually trusts in the forecast review.”
James Whitfield,
VP Sales, UK professional services firm
“We got 100 net-new prospects in the first cycle and 47 were at accounts we’d never even heard of. That’s the difference between buying a list and having someone research for you. Three of those turned into pipeline within the month.”
Sarah Chen,
Head of Revenue Operations, Series B SaaS (85 employees)
“The job-change detection caught our biggest champion moving to a new company. We reached out on day two of his new role and re-opened the deal at the new org. That single catch paid for six months of the retainer.”
Daniel Frost,
Account Executive, Mid-market SaaS (110 employees)
“I used to spend every Friday morning manually checking LinkedIn for job changes in our top 200 accounts. Now it’s done automatically and I get the report in my inbox. I’ve got Friday mornings back for actual selling.”
Priya Sharma,
Senior BDR, FinTech startup (35 employees)
“Our CRM had 3,000 contacts and no one could tell you how many were still valid. After three monthly cycles, every record has a confidence score and a last-verified date. The board finally has a number they can trust.”
Nina Okafor,
Chief Revenue Officer, RegTech (150 employees)
“We cancelled ZoomInfo and Apollo and replaced both with the Pipeline Retainer. The cost is lower, we don’t have to do any of the work ourselves, and the data quality is noticeably better on UK contacts. Should have switched a year ago.”
David Renshaw,
Head of Growth, Vertical SaaS (40 employees)
“The suppression list with reason codes is something I didn’t know I needed. We used to just delete stale contacts. Now we know exactly why each one was removed and can re-engage if they resurface at a new company.”
Laura Kim,
Marketing Operations Manager, PropTech startup
“Month one, the health score was 61. Six months later it’s 89. Our deliverability went from shaky to rock-solid, and the net-new prospects each month mean we never run out of people to sequence. It’s the most set-and-forget investment we’ve made.”
Chris Osei,
Sales Manager, Cyber security firm (90 employees)
“The monthly Pipeline Retainer replaced two tools and a part-time hire. We get 100 fresh prospects, a change report, and a health score every month. Our CRM hasn’t been this clean since the day we set it up. Forecast accuracy improved by 18% in the first quarter.”
Tom Ashworth,
Sales Director, UK professional services (120 employees)
“We were losing about 40 contacts a month to job changes and nobody was catching it. Since starting the retainer, every move gets flagged within a day. The suppression list alone saved us from sending 200+ emails to dead addresses last quarter. The ROI wasn’t even close.”
Michelle Harper,
Head of Growth, Series A SaaS (60 employees)
“Before the retainer, our bounce rate climbed 2–3% every quarter and nobody owned the fix. Six months in, we’re consistently under 1.5%. The monthly health score is the first metric our VP Sales actually trusts in the forecast review.”
James Whitfield,
VP Sales, UK professional services firm
“We got 100 net-new prospects in the first cycle and 47 were at accounts we’d never even heard of. That’s the difference between buying a list and having someone research for you. Three of those turned into pipeline within the month.”
Sarah Chen,
Head of Revenue Operations, Series B SaaS (85 employees)
“The job-change detection caught our biggest champion moving to a new company. We reached out on day two of his new role and re-opened the deal at the new org. That single catch paid for six months of the retainer.”
Daniel Frost,
Account Executive, Mid-market SaaS (110 employees)
“I used to spend every Friday morning manually checking LinkedIn for job changes in our top 200 accounts. Now it’s done automatically and I get the report in my inbox. I’ve got Friday mornings back for actual selling.”
Priya Sharma,
Senior BDR, FinTech startup (35 employees)
“Our CRM had 3,000 contacts and no one could tell you how many were still valid. After three monthly cycles, every record has a confidence score and a last-verified date. The board finally has a number they can trust.”
Nina Okafor,
Chief Revenue Officer, RegTech (150 employees)
“We cancelled ZoomInfo and Apollo and replaced both with the Pipeline Retainer. The cost is lower, we don’t have to do any of the work ourselves, and the data quality is noticeably better on UK contacts. Should have switched a year ago.”
David Renshaw,
Head of Growth, Vertical SaaS (40 employees)
“The suppression list with reason codes is something I didn’t know I needed. We used to just delete stale contacts. Now we know exactly why each one was removed and can re-engage if they resurface at a new company.”
Laura Kim,
Marketing Operations Manager, PropTech startup
“Month one, the health score was 61. Six months later it’s 89. Our deliverability went from shaky to rock-solid, and the net-new prospects each month mean we never run out of people to sequence. It’s the most set-and-forget investment we’ve made.”
Chris Osei,
Sales Manager, Cyber security firm (90 employees)
Why teams choose this over doing it themselves
Proactive, not reactive
We catch job changes and data decay before your reps hit send. Not after the bounce report lands.
Replaces tools + headcount
One retainer replaces a monitoring tool subscription, an enrichment tool subscription, and the junior hire nobody has time to manage.
Full transparency
Every change logged. Every source documented. Every decision explained. You always know exactly what happened and why.
Cancel any time
30-day rolling. No annual lock-in. We keep clients by delivering results, not by contract. 94% of retainers renew month over month.
Predictable monthly. Cancel any time.
No per-seat charges. No usage surprises. Rolling 30-day commitment.
50 net-new + 500 monitored
£2,500/mo
Ideal for teams starting with ongoing data ops. Covers a focused ICP segment with monthly enrichment, job-change alerts, and a data health report.
- 50 net-new ICP-matched prospects per cycle
- 500 active contacts monitored for changes
- Monthly re-enrichment of flagged records
- Job-change detection within 24 hours
- Monthly data health report
100 net-new + 1,500 monitored
£3,500/mo
The sweet spot for most revenue teams. Enough net-new flow to keep pipeline growing while monitoring your core database for decay, role changes, and stale records.
- 100 net-new ICP-matched prospects per cycle
- 1,500 active contacts monitored for changes
- Monthly re-enrichment of flagged records
- Job-change detection within 24 hours
- Monthly data health report with trend analysis
- Suppression list management included
150 net-new + 3,000 monitored
£5,000/mo
For mature sales orgs with large databases. Full-scale monitoring across multiple segments with higher prospect volume and priority turnaround.
- 150 net-new ICP-matched prospects per cycle
- 3,000 active contacts monitored for changes
- Monthly re-enrichment of flagged records
- Job-change detection within 24 hours
- Monthly data health report with trend analysis
- Suppression list management included
- Multi-segment ICP targeting
30-day rolling. Cancel any time. No penalties, no lock-in.
Larger databases or custom requirements? Book a scoping call — we’ll tailor the cycle.
Common questions about Data Ops retainers
It’s a monthly service that keeps your CRM clean and growing. Each cycle, we monitor your active contacts for job changes and data decay, re-enrich records that have gone stale, deliver net-new ICP-matched prospects, and send you a data health report. Think of it as a dedicated data ops function without the headcount.
Every active contact in your monitored pool is checked against professional networks, company filings, and commercial change-of-role feeds. If someone changes job, gets promoted, or leaves the company, we flag it within 24 hours and re-enrich the record or move it to suppression.
Depends on the tier: 50, 100, or 150 net-new ICP-matched prospects per month. Every prospect is verified across 16 sources before delivery. They arrive in your CRM format, ready to sequence.
HubSpot, Salesforce, Pipedrive, and any CRM that accepts CSV imports. For HubSpot and Salesforce, we format the output specifically for their native import flows. No manual mapping needed.
No. The retainer runs on a rolling 30-day basis. Cancel any time with 30 days’ notice. No 12-month lock-ins, no penalties. We keep clients by delivering, not by contract.
Not necessarily, but it helps. If your CRM hasn’t been audited recently, starting with a CRM Quality Audit gives us a clean baseline. If your data is already in reasonable shape, we can start the retainer directly. We’ll advise on the scoping call.
Records that can’t be re-verified after a job change or data decay event are moved to a suppression list with a reason code. We don’t quietly delete anything — you see exactly what was flagged and why. Suppressed records are replaced with net-new prospects in the same cycle.
Tools like ZoomInfo give you access to a database and let you pull contacts yourself. We actively maintain your specific CRM: monitoring the contacts you already have, catching changes proactively, and delivering net-new prospects matched to your ICP. It’s the difference between a library card and a research team.
A change summary (who moved, who left, what decayed), the re-enriched records file, the new prospects file, updated suppression list, and a running data health score for your active database. Everything in one delivery, same date each month.
Yes. We operate under UK GDPR. We don’t retain your data after the engagement ends, don’t resell it, and don’t use it to train anything. Data transfers happen over encrypted channels. Full data processing terms are in every agreement.
Stop letting your CRM rot between campaigns.
One scoping call. 30 minutes. You’ll leave knowing exactly what your monthly cycle looks like, what it costs, and when the first delivery lands.
SOW sent same day. Rolling 30-day. Cancel any time.Another ~3% of your database goes stale every month you wait.
Related Services
Explore more ways we can help your GTM team work 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.