Mapping the bridge between your high-intent prospects and your CRM architecture.
Where does the customer data first enter your world? (e.g., Website Contact Form, LinkedIn Lead Gen, Facebook Ads, Inbound Email)How do you currently decide who handles a lead? Describe the "IF/THEN" rules a human uses right now.What data do you manually search for before contacting a lead? What does the AI need to find for you?Where should the structured data be deposited?Who needs to know about this lead instantly, and via which platform?