Course: One-Hour Database Strategy Session with Daniel Rubenstein

Courses
One-Hour Database Strategy Session with Daniel Rubenstein

One-Hour Database Strategy Session with Daniel Rubenstein

A one-on-one session to help you take control of your contact database. Daniel reviews your sources, identifies organization gaps, and gives you a clear roadmap to clean, consolidate, and leverage your data for stronger follow-up and better results.

By Daniel Rubenstein In Entrepreneurship and Business · Customer Relationship Management (CRM) · Sales and Productivity

Last updated Jan 25, 2026
English
General Audiences - suitable for all ages

Closed Captions: []

What you'll learn

Managing your contacts shouldn’t be overwhelming or confusing. In this personalized one-hour consulting session, Daniel helps you bring clarity to the scattered data, platforms, and lists you’ve accumulated over the years. Whether your contacts live in Gmail, LinkedIn, your phone, or multiple CRMs, Daniel shows you how to organize what you already have and make it work for you. This session is designed to eliminate guesswork, highlight hidden opportunities, and give you a simple plan to build a reliable, usable contact foundation. If you’ve been stuck, avoiding the mess, or unsure where to start—this session gives you direction.

What You’ll Get:

Review of your current contact sources and platforms
Clear identification of gaps, duplicates, and disorganization
Practical steps to unify and structure your contact data
Personalized recommendations tailored to your goals
A recorded session so you can revisit the guidance anytime

This consultation gives you clarity, momentum, and a proven process for taking control of your contacts. Instead of scattered lists and guesswork, you’ll leave with a personalized roadmap you can act on immediately. Daniel helps you move forward with confidence and a system that finally works for you.

Content

Learn how to schedule your One-Hour Database Strategy Session with Daniel

One-Hour Database Strategy Session

Requirements

Requirements & Terms of Service

This is a non-refundable consulting service priced as listed at the time of purchase.

Each purchase includes one 60-minute consulting session conducted via Zoom.

Sessions must be scheduled within 30 days of purchase. Both Daniel and the client will make reasonable efforts to secure the earliest available time. Daniel reserves the right to extend the scheduling window when appropriate.

All consulting is delivered over Zoom, with or without video, based on the client’s preference and technical setup.

No refunds will be issued once the session has been completed or if the client is dissatisfied with the outcome.

Consulting content—including recordings, materials, and recommendations—is for the client’s personal use only and may not be shared, resold, or distributed.

Daniel reserves the right to decline or discontinue a session if the client exhibits inappropriate behavior or violates these terms.

Results vary for each client. No specific business, financial, or personal outcome is guaranteed.

Schedule changes must be requested at least 48 hours in advance. No-shows or late cancellations forfeit the session without refund.

Clients are responsible for ensuring a stable internet connection; technical issues on the client’s side count toward allotted session time.

By purchasing this program, the client agrees to these terms in full.