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Playbooks · 4 min read

Dedupe rules that stop the same company twice

Nothing burns a client relationship faster than delivering the same company twice. Dedupe must be a rule in the tool, not a Friday afternoon check.

  1. 01

    Dedupe against deliveries

    Every company delivered to your account is remembered. A company delivered in March cannot come back in July, even if it matches again.

  2. 02

    Dedupe across agents

    Two agents for the same client can overlap. Two agents never cover the same companies, so one company never arrives through both doors.

  3. 03

    We match on what holds still

    Matching runs on the company number from the public record. It does not change when a trading name does.

Try it this morning

Give each client brief its own agent. Check Leads after a week: no company appears twice.

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How to build a search that keeps working

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Every figure is shown on screen. The company examples are made up.

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