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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 pipeline, not a Friday afternoon check.

01

Dedupe against deliveries

Every delivered batch is remembered per client. A company delivered in March cannot come back in July, even if it matches again.

02

Dedupe across briefs

Two briefs for the same client can overlap. Cross-brief rules stop one company arriving through both doors.

03

We match on what holds still

Matching runs on postcode and director names. Those fields do not change when a trading name does.

Try it this morning
Turn on per-client delivery memory and re-run last month's brief. Count what gets caught.
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Watch · 1:40

How to build a search that keeps working

Read the write-up

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

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