Beginning to Build Our Initial System Outline

Gather your notes and start organizing! Refer back to your cheat sheet as needed! There is a finished Initial System Outline for you to reference as well.

In the system outline, prioritize things which have the greatest impact on CRM Administration, Revenue Operations, Sales Operations, Marketing Operations, and Customer Success.

Remember! The main priority of the Initial System Outline is to get everyone on the same page. “This is what I heard you tell me your priorities and goals are. Did I correctly understand that?”

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