Problem 07
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.
What Monday looks like
A booked call that never writes back. A Stripe customer with no CRM twin. A support ticket that starts from zero.
What it costs
Follow-up is late. Renewals are a surprise. The customer feels the seams even if you do not.
What we do
One record the journey can hang on — identity that survives form, call, close, and invoice.
First job
Pick the object: a person or a company. Deduplicate. Carry the source through the handoffs.
Who feels it. Heads of sales and enrolment, CMOs, founders whose clients exist as four records.
These usually travel together
If this one is true, one or two of the others usually are. Start with the expensive one, not the fashionable one.
Name the expensive one first.
The assessment is a briefing, not a score. Mark what is true. We write the first job — or an honest no.
Name what's broken