The first three months should produce useful infrastructure and enough real usage to see what needs to improve next.
Days 1-30: map the path and ship the first link
- Map the current customer, account, and data journey
- Define the bottleneck and a measurable operating outcome
- Audit CRM, website, outbound, automation, and reporting
- Repair the highest-risk handoff
- Establish a baseline dashboard and decision rhythm
Days 31-60: connect the core flow
- Build the core lifecycle, routing, acquisition, or automation flow
- Add QA, alerts, ownership, and documentation
- Train the people who act on the output
- Run real records through the system and fix edge cases
Days 61-90: operate, measure, and improve
- Review conversion and cycle-time signals
- Refine targeting, message, stages, and automations
- Remove recurring manual work
- Expand the next highest-leverage system
- Set the ongoing ownership model
The scope changes with the company and motion. The working sequence stays simple: understand, ship, observe, and improve.