Digital housekeeping

Clean data. Navigable files.

We clean up and maintain your contact lists, shared drives, and spreadsheets, shaped around how you work.

Book a free walkthrough See pricing

Cleaned, then fortified

We fix what is broken and merge duplicates. Then we use public sources to find company websites and LinkedIn profiles. Anything we cannot confirm, like a missing email address, gets flagged for you. We never guess.

Found by research
Flagged for you
Before
contacts_FINAL_v3.xlsx
Name
Company
Website
LinkedIn
Email
Phone
jane DOE
acme
(empty)
(empty)
jane.doe@gmial.com
(empty)
Jane Doe
Acme Co.
(empty)
(empty)
(empty)
828-555-01
R. Patel
example supply
(empty)
(empty)
(empty)
(704) 555 0142
After
3 rows became 2. 1 duplicate merged, 5 details found, 2 flagged.
Name
Company
Website
LinkedIn
Email
Phone
Jane Doe
Acme Co
acme.exampleFound
linkedin.com/in/jane-doeFound
jane.doe@gmail.com
828-555-01Incomplete, please confirm
Rohan PatelFound
Example Supply Co
examplesupply.exampleFound
linkedin.com/in/rohan-patelFound
Not publicly listedFlagged
(704) 555-0142

Intuitive filing systems, for humans and AI agents alike

Files take more planning. First we agree on a brief: the folders and naming rules that match how you use your files. Then we rename and sort every file accordingly. 

Before
My Drive
Final proposal NEW (2).docx
scan0034.pdf
Acme contract signed.pdf
IMG_4471.jpg
budget copy of copy.xlsx
proposal acme v2 FINAL.docx
Untitled document (7)
taxes 2025.pdf
The brief
Agreed before anything moves
ARCHITECTURE: TOP LEVEL
Clients, Finance, To sort
ARCHITECTURE: INSIDE EACH CLIENT
Contracts, Proposals, Deliverables
FILE NAMING CONVENTION
Date_Who_What_Version
2026-02-20_Acme_Proposal_v2
After
5 renamed, 3 flagged
Clients
Acme Co
Contracts
2026-03-02_Acme_Contract_Signed.pdf
Proposals
2026-02-14_Acme_Proposal_v1.docx
2026-02-20_Acme_Proposal_v2.docx
Finance
2025_Taxes_Return.pdf
2026_Budget_v3.xlsx
For Review
scan0034.pdfUnclear
IMG_4471.jpgUnclear
Untitled document (7)Empty, delete?

What we clean

Contact lists and CRMs

Formatting fixed and duplicates merged. Company websites and LinkedIn profiles found with light research. Gaps we cannot confirm are flagged, not guessed.

Drives and folders

A folder structure built around how you use your files, and a naming rule anyone can follow. Google Drive, OneDrive, SharePoint, Dropbox, Box.

Spreadsheets and trackers

One column, one kind of value. Clean entries, clear headers, and formulas that stop breaking.

If it lives in a spreadsheet or CSV, we can clean it.
Platforms we're fluent in
Projects and operations
AsanaMonday.comClickUpTrelloBasecampNotionKantata
CRMs
HubSpotSalesforceZoho CRMPipedrive
Email lists and accounting
MailchimpConstant ContactQuickBooks
Spreadsheets
ExcelGoogle SheetsAirtableSmartsheet
File storage
Google DriveOneDriveSharePointDropboxBox

How it works

1

Walkthrough

Free, 20 minutes, on a screen share. We see the system, count what is there, and quote a flat price.

2

Intake

We talk through your priorities and the problems you want solved. For files, we agree on the folder structure and naming rules before anything moves.

3

Deep clean

We do the work. You get the system back clean, plus a one-page guide for keeping it that way.

4

Monthly tidy

Optional. We handle new mess each month before it piles up.

Priced by size, like a house

Every deep clean includes intake and covers one system: one contact list, one shared drive, or one set of spreadsheets. The walkthrough tells us which size you are.

What 16,000 cells looks like
2,000 contacts × 8 columns. Each square is one contact.
Clean
Missing a field
Likely duplicate
Bad formatting
Illustration. Every list is different.
Small
$600

Up to 16,000 cells, about 2,000 contacts with 8 columns each. Or up to 500 files.

Medium
$2,000

Up to 60,000 cells, about 7,500 contacts. Or up to 1,500 files.

Large
Quoted

Anything bigger or more complex. We price it after the walkthrough.

Monthly tidy
Upkeep after a deep clean.
$180/mo
Block of hours
For jobs too tangled to size.
$300 / 5 hrs
Mary Greene
THE HUMAN TOUCH

Mary Greene

Mary Greene is a business strategist, researcher and analyst based in Asheville, NC.  She spent years in agency sales and operations, managing large datasets and working out how to make them useful for her team and her clients. She cut her teeth implementing new software platforms and migrating people and their data from one system to the next, which is how she got fluent in HubSpot, Salesforce, and the rest of the stack.

Her approach is consultative. She listens closely, learns what matters most to each client's business or life, and sets priorities around that. Then she pairs that judgment with AI speed to create a result that works with your digital systems and makes intuitive sense to the people who need to use them.

Your goals first
What you need to do with the data decides what gets cleaned and how.
Human logic
We leverage AI but only after aligning on security measures and intuitive structure.
Seamless automation
Clean, reliable data that your automated tools and AI agents can rely on.

Your data stays yours

NDA signed before we look at anything.
Read-only access wherever your system allows it.
Our access is removed the day the job ends.
A written handoff, so you know every change we made.

Book a free 20-minute walkthrough.

Show us one system. We will tell you what it needs and what it costs.

Pick a time
Or email mary@wellkeptdata.com