Service guides / SaaS development
Acceptance checklist · SaaS developmentSimple CRM products: acceptance checklist
Define how to recognise a usable result. Start with sample leads and pipeline definitions and plan a lead intake-to-follow-up journey.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- sample leads and pipeline definitions.
- Proposed result
- a lead intake-to-follow-up journey.
- A decision to resolve
- unowned leads and duplicate organisations.
This is a planning example. It does not describe a completed client engagement.
Acceptance checklist for this project
- Test the complete journey with representative users, including denied access and failed operations.
- Write the expected content and format of a lead intake-to-follow-up journey against one agreed sample.
- Include a failing example involving unowned leads and duplicate organisations, and agree the correct response.
Questions to answer together
- What is the expected result for one agreed example?
- Which edge cases must pass before signoff?
- Who accepts the result, and where is that decision recorded?
What to have at the end
A repeatable acceptance pack with examples, expected outcomes and signoff criteria.
Record the decision on unowned leads and duplicate organisations alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.