Customer Onboarding Data Deduplication Checklist
Ensure all new customer records are thoroughly checked and deduplicated as part of the onboarding process.
Customer Full Name
*
First Name
Last Name
Customer Email Address
*
example@example.com
Onboarding Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Department or Team Responsible
*
Please Select
Sales
Support
Customer Success
IT/Data Management
Other
Staff Member Completing This Checklist
*
First Name
Last Name
Which data sources were checked for duplicates?
*
CRM System
Marketing Database
Sales Records
Support Tickets
Other Internal Systems
Other
Deduplication Method Used
*
Manual Review
Automated Tool
Fuzzy Matching
Custom Script
Other
Were duplicate records found?
*
Yes
No
If duplicates were found, what actions were taken?
Merged records
Deleted duplicates
Flagged for review
Escalated to IT/Data Team
Other
Comments or Additional Notes
Upload relevant documentation or evidence of deduplication (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Checklist Review - Has all required deduplication been completed for this customer?
*
Yes, all deduplication steps completed
No, further action required
Submit Checklist
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