Assessment

Name what's broken first.

Eight problem families. Mark what is true. The readout is a briefing — one first job, not a score.

Mark what you recognise

Three versions of last monthCRM, ads, billing, and the spreadsheet each tell a different story. None of them is lying. They were never asked to share a definition.
Meetings argue the numberThe pack arrives and the first question is not what to do. It is whether the number is real.
The week still runs on a fileEvery Friday someone exports, cleans, and copies. The business thinks this is reporting. It is unpaid operations.
Tools stacked. The file stayed.Zapier, n8n, native CRM flows, a second CRM. The bill grew. Friday still opens a spreadsheet.
Spend cannot find the saleAds look complete up to the last event the vendor can see. The close and the invoice live somewhere else.
Leaders wait on a heroThe answer exists. It lives in a person, not a view. The room waits.
One client. Four records.Marketing, CRM, calls, and payments each have a version of the same person. Support cannot see billing. Sales cannot see the last conversation.
Duplicates break the joinNear-duplicates, missing keys, and fields nobody was asked to fill. Automation misfires. Reports lie with a straight face.