Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Not with whoever likes the snapshot.
Library / Guides / How to map a sale on one page
This is the intern worksheet and the CEO diagnostic. Write how a person actually goes from first touch to money. Those steps are stages. Moods are not allowed. You do not need software for this page. You need honesty.
Column one: the human action (called, booked, sat, paid). Column two: the exit rule (what must be true to leave). Column three: the owner.
Column one: the human action (called, booked, sat, paid). Column two: the exit rule (what must be true to leave). Column three: the owner.
If a step only happens in Slack, it is not in the system. Add it or admit it is folklore.
When the page is true, the CRM is a copy of the page — not the other way around.
Intern
Run steps 01 and 02 this week. Do not add a feature. Not with whoever likes the snapshot.
Operator
Protect the sequence. If a step only happens in Slack, it is not in the system. Add it or admit it is folklore.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. When the page is true, the CRM is a copy of the page — not the other way around.
Not with whoever likes the snapshot.
Why: The demo is not the sale.
Done when: The closer agrees the page is true.
No hot, warm, nurture-as-a-stage.
Why: They cannot be audited.
Done when: Every row is a job.
With reasons.
Why: Otherwise the page is a fantasy of winning.
Done when: Lost is a row.
Which forms and calendars create a contact at which row.
Why: This is where two databases appear.
Done when: Each row that should have software, does.
Literally. Then build.
Why: If the CRM diverges, the page wins until you update it on purpose.
Done when: A dated page.
First touch → booked → held → offer out → paid. Write your nouns. Delete any row you cannot explain to an intern in one sentence.
Because clicking settings feels like progress. Paper is how you find you do not agree. Disagreement in software is a six-week rebuild.
The CRM is open. The operating system is not.
Open the playbook ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.