Goal: Establish what is safe to build on and lock the decisions that everything else depends on.
We review the core foundations of your CRM to identify what is broken, what is missing, and what must be decided before any meaningful build can happen.
What we focus on:
- Lifecycle stage definitions and progression rules
- Lead source and attribution logic
- Ownership and handoff rules
- Data hygiene risks blocking reliable reporting
- Reporting gaps tied directly to foundation issues
Deliverables:
- Foundation verdict summary
- Prioritised risk and fix list
- Locked lifecycle and attribution decisions
- Explicit non goals and deferred items
- Stakeholder alignment summary
Outcome:
A signed off foundation blueprint that removes ambiguity and prevents wasted build effort.
What this means for you:
By the end of month one, you'll have absolute clarity on what's broken, what's salvageable, and exactly what we're going to build. No ambiguity, no scope creep.