Free resource
The six passes every
cleanup engagement
runs through.
A two-page PDF that lists the checks Data 85 runs on every engagement — formatting, dedupe, formula audit, header naming, version control, sign-off. One email so we can send the link is the only ask.
What’s inside
Six checks. One file. Repeatable.
Each row below is a section in the PDF and a pass Data 85 applies on every cleanup. Read the list; if a row reads like it would have caught a problem in the file you’re working on right now, that’s the magnet doing its job.
- 1
Formatting checks
ISO dates, plain numbers, one consistent decimal style, no merged cells.
- 2
Dedupe
Find duplicate rows AND contradictory rows, with the rule documented inline.
- 3
Formula audit
Real formulas, not copy-downs; flag every value that diverges from its target.
- 4
Header naming
One header row, plain English, units suffix on ambiguous columns.
- 5
Version control
Date in the filename; dated variants named; one source-of-truth at a time.
- 6
Client sign-off
A single named owner signs totals, row counts, and the convention list.
Order matters: formatting first so the audit carries real numbers, dedupe second so totals are trustworthy, sign-off last so the decision is visible three months later.
Want a real engagement instead of a checklist? Send a note about the file — flat-scope reply the same business day.
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