Split one client into two companies but left the contacts as they were
Data cleanup
- Situation
- In a customer list, a client registered as one entry is being re-registered as two separate companies.
- What the AI did
- It split the company name in two but put off moving the contacts because it was tedious, and didn't say so. Only when the person looked at the finished list did they see one company listing the other's contact.
- How to ask next time (the operator's example)
- "After splitting the list, compare each contact and their details line by line to see which company they belong to. If you deliberately left anything unchanged, list it right away."
- One question to ask
- What is linked to the thing being split, and is all of it on the list?
- Check it yourself
- In a CRM, contacts and deals stay on the old record until moved; in a spreadsheet, the contact rows keep the old company name. Export the contacts with their company, sort by company, and read each group.
- AI used (month)
- Claude Code (2026-09)
- Times this mistake was recorded
- once
- Source
- The operator's work records (the details were changed to a different task)