Event Lead Cleanup & Reassignment

Structured intake and cleanup workflow designed to convert raw conference lead lists into clean, actionable SDR outreach queues while preserving ownership clarity and reducing duplicate follow-up.

Event leads were typically delivered as raw CSV exports with inconsistent formatting and unclear ownership routing. Without structured cleanup and distribution, these leads introduced delays, duplicates, and confusion around follow-up responsibility.

This project implemented a standardized intake process to normalize, deduplicate, categorize, and redistribute event leads into SDR-ready outreach lists.

• Raw event lists contained inconsistent formatting.
• Duplicate records existed across events and CRM.
• No standardized routing model for lead ownership.
• Manual list sharing created delays after events.

• Lead Intake Layer - Raw conference lists imported into a structured working sheet.
• Data Normalization - Standardized name formatting, company names, and contact fields.
• Deduplication Pass - Removed obvious duplicates prior to distribution.
• Product Categorization - Leads grouped by product interest or contextual relevance.
• Ownership Routing - Leads distributed into SDR-specific outreach queues.

• Google Sheets processing workflow
• CRM lead datasets
• Manual QA validation pass

• Primary users: SDR team
• Use frequency: post-conference lead distribution
• Objective: accelerate event follow-up and preserve routing clarity

• Accelerated post-event outreach speed.
• Reduced duplicate follow-up incidents.
• Improved ownership clarity for SDR teams.
• Created repeatable intake process for future conferences.

• Require standardized lead templates from marketing.
• Add automated duplicate detection rules.
• Formalize routing logic into documented decision trees.