Data Integrity and Client Surveys: Best Practices for Your Firm

Post by
April 15, 2025
5 min read
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Data Integrity and Client Surveys: Best Practices for Your Firm

Post by
April 15, 2025
5 min read

Thursday, May 1 @ 10am PT | 1pm ET

Join our experts, Katie Tolin, Founder of CPA Growth Guides, and Danny Estrada, Founder of E Squared Strategy & Management Consulting, for an in-depth discussion about how to best manage and maintain data integrity in whatever tools you may (or may not) be using. This webinar will address common challenges firms face when managing data across multiple systems, engaging key contacts for feedback, and ensuring data accuracy for successful marketing initiatives. We’ll explore practical steps for data clean-up, strategies for engaging partners in surveys, and methods to identify and leverage key records in your CRM.

Key Takeaways:

  • Steps for cleaning up data when using multiple systems like billing and CRMs.
  • Strategies for engaging key contacts, especially partners, in the survey process.
  • Methods for identifying and utilizing key records in CRMs for surveys and marketing.
  • Common challenges faced during data clean-up and survey preparation.
  • Best practices for ensuring data integrity from the start of the client journey.

Can't make it live? No worries - we'll be sending a copy of the webinar recording and slides to everyone who registers.

Speakers:

Katie Tolin
Founder | CPA Growth Guides
Connect on LinkedIn

Danny Estrada
Founder | E Squared Strategy & Management Consulting
Connect on LinkedIn

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