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GTM systemsImplemented

One customer dataset, useful segments

I brought overlapping tables together and built segments the team could keep using as the data changed.

ClayCSVData reconciliation

The workflow

A simplified view of the work, with client information removed.

GTM systemsSELECT A STEP

The problem

The same users appeared in different tables, with inconsistent destinations and exclusion rules.

My contribution

  • Matched users across the source tables.
  • Defined segment rules and exclusions.
  • Created the working tables while preserving the original contact and usage fields.

Evidence & scope

I compared the original and consolidated fields and checked duplicates and segment boundaries.

What came out of it

One consistent source for the campaign segments.

The team had consistent segment tables and a repeatable way to update them.

LET’S WORK ON YOUR GTM

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Tell me about your target accounts, current stack, and the step between research and outreach that needs attention.