Crest Mailer · List preparation

An audience described, then measured.

Requirements are read back as filters before anything is run. Columns are standardised to one definition each, and the original kept beside it. Delivery includes a plain statement of what the file will not do.

Legal-entity grouping

Deciding whether branches roll up to one parent or stand alone, and applying it consistently.

Universe sizing

Establishing how many records satisfy the criteria before anyone decides whether the job is worth running.

Entity resolution

Collapsing several records describing one organisation into a single row, with the reasoning kept rather than discarded.

Describe the audience in a sentence and we will come back with what it is worth.