Problems
These are the leaks we fix.
If several of these are true at once, that is usual. They are a system, not a menu. Start with the one that is currently the most expensive.
01
Fragmented data
CRM, advertising, analytics, billing, calls, spreadsheets and operations do not form a dependable shared view.
CEOs who hear three versions of last month, COOs whose teams copy between tools, and data leads asked to dashboard a stack that was never designed as one picture.
02
Untrusted reporting
Systems disagree and definitions are inconsistent, so meetings start with a debate about the numbers.
CEOs who still ask for the file, CMOs whose reports are challenged in the room, and finance partners who will not sign a number they cannot reproduce.
03
Manual work
Teams repeatedly export, clean, copy and reconcile data that should move on its own.
COOs, operations managers, and the unofficial data person whose Friday is a CSV ritual. Also CEOs who discover reporting stops when that person is away.
04
Inefficient automation
Costly tools and workflows accumulate without intentional architecture.
Operations and marketing ops leads sitting on overlapping Zapier, n8n, and native CRM automations, and finance leads who see the bill grow while the Friday file remains.
05
Poor attribution
Marketing activity cannot reliably be connected to leads, sales and revenue.
CMOs and growth leads who cannot defend spend to the CEO, and commercial leaders who watch paid, organic, and sales-sourced pipeline claim the same deals.
06
Weak decision visibility
Leaders cannot quickly see what works, what fails, or where revenue leaks.
CEOs, COOs, and commercial leaders who wait on a personal spreadsheet hero for answers that should be in the room.
07
Disconnected customer journey
Marketing, CRM, calls, sales and payments do not create one usable customer view.
Heads of sales and enrolment, CMOs, and founders whose clients exist as four records and whose support cannot see billing.
08
Data quality
Duplicates, missing identifiers, incorrect mappings and delayed updates undermine decisions.
Sales and marketing ops, data leads, and anyone whose automation misfires because the CRM is full of near-duplicates.
See more than one? Start there.
Mark what is true in the operations assessment, or write the two problems that cost the most.
Open the assessment