Service guides / SaaS development
Scope & boundaries · SaaS developmentSimple CRM products: scope & boundaries
Define the outcome before requesting a price. 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.
Scope & boundaries for this project
- Select one end-to-end user journey for the first release. Define account roles and who owns each record.
- Use “a lead intake-to-follow-up journey” as the proposed deliverable; confirm what is included in that description.
- Resolve this boundary early: unowned leads and duplicate organisations.
Questions to answer together
- Who uses the result, and what decision does it support?
- Which part of the current process is included?
- Which exceptions and adjacent tasks are excluded?
What to have at the end
A bounded scope with an owner, an intended result and explicit exclusions.
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.