How AI Cleaned Up My Messy CRM From 4K to 8.2K Contacts | Investor Shed

The Investor Shed Podcast · Jun 15, 2026 · 1h 7m · transcript

Nick breaks down the best first AI project for any small business owner with years of messy client data. He used AI to mine old phones, emails, texts, and Facebook to clean up and grow his real estate CRM from about 4,000 sloppy contacts to 8,200 with real notes, addresses, and history.

This is the exact process he ran and what worked (and what didn't). Also covers why a clean CRM makes scaling and eventually selling your business way easier.

⏱ Timestamps:

00:00 Intro

01:58 Why clean CRM matters for scaling

08:48 Nick's old index card system story

17:50 Current messy state and the fix

20:16…