Lead Recovery DeskStart here
Start with one source. The rest can wait.
Most businesses have contacts in two or three places. The audit works one file at a time, so pick the place that holds the most past enquiries and customers and export that first.
Which one first?
- You sent email campaigns before. Start with the email platform. It holds the opt-outs and bounces, which is the evidence the audit values most. Email platform guide
- You keep customers in a system. Start with the CRM, booking or invoicing export. It says what each person did. System export guide
- It is all in a spreadsheet. Save one sheet as CSV. Spreadsheet guide
- It is only in a mailbox. Make a customers group first, then export that group. Expect many records to be held for missing relationship evidence. Mailbox guide
All the routes
Excel or Google SheetsSave one sheet as CSV. Two minutes.CSV or TSVGmail or Outlook contactsExport contacts, then remove staff and suppliers.Export guideCRM, booking, invoicing or trade systemMost systems have Export to CSV somewhere.Export guideEmail marketing platformKeep the unsubscribed and bounced columns. They are evidence.Export guide
Still stuck?
Ask for help without sending a single row of your list. The assisted-help page collects only the source type, a rough row count and the column headings. Assisted help
Conclusions cover only the file you upload and the suppression sources you declare. Anything not in them is not checked.