Service guides / SaaS development
Systems & file handoffs · SaaS developmentSimple CRM products: systems & file handoffs
Plan how information enters and leaves the work. Start with sample leads and pipeline definitions and plan a lead intake-to-follow-up journey.
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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.
Systems & file handoffs for this project
- Confirm the source format for sample leads and pipeline definitions and the required delivery format for a lead intake-to-follow-up journey.
- Carry a stable reference through each handoff so a reviewer can trace unowned leads and duplicate organisations.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
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.