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.
- 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.
- 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.
- 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
Every figure is shown on screen. The company examples are made up.
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25 free leads, no card. Every one has a verified website and email.