Service guides / SaaS development
Pilot planning · SaaS developmentSimple CRM products: pilot planning
Try a bounded sample before expanding the work. 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.
Pilot planning for this project
- Choose a small part of sample leads and pipeline definitions with an independently checkable result.
- Produce a lead intake-to-follow-up journey on that sample and record review corrections.
- Include unowned leads and duplicate organisations in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
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.