Agencies inherit client data in whatever state the client kept it: a CRM export here, a spreadsheet of event leads there, a decade-old newsletter list nobody has touched. Before running a campaign on a client's behalf, the agency has to turn that inheritance into a clean, segmented, deliverable list — often for several clients at once.
This workflow standardizes how agencies process incoming client lists: extract addresses from every format, drop role and disposable addresses that would embarrass the client, dedupe, and export tidy per-client CSVs.
The workflow
1
Extract from mixed client exports
Pull addresses from whatever the client hands over — CRM dumps, spreadsheets, and pasted lists.
2
Remove risky addresses
Drop role-based and disposable addresses so client sends stay clean and reputable.
3
Deduplicate per client
Remove duplicates within each client's list so nobody is over-mailed.
4
Export labeled CSVs
Save clearly named per-client files ready for the ESP you manage for them.