IMPLEMENTATION SHEET / REVIEWED JULY 22, 2026
Blank blueprint to adapt
CRM foundation blueprint
Align customer records, stages, ownership, and reporting around actual decisions.
CURRENT STATE
Contacts and follow-ups live in disconnected lists, messages, and individual memory.
TARGET STATE
A named customer system of record with clear stages, required data, ownership, and reports.
OWNER
Name one accountable business owner plus process, data, technical, and user owners.
DEPENDENCIES
- Customer lifecycle
- Data owner
- Consent and retention rules
ACCEPTANCE EVIDENCE
- Lifecycle scenario test
- Duplicate test
- Report reconciliation
- Export test
ROLLBACK AND RECOVERY
- Source export
- Manual follow-up list
- Import reversal plan