Team & Systems
Stated process vs. actual behavior, and which tools talk to each other.
Lisa Moreno
Office Manager
Stated
Follows up every estimate in 24h
Actual
38% of estimates logged after 72h+
Tom Becker
Owner
Stated
Reviews marketing reports monthly
Actual
No reports exist yet
Ava Chen
Marketing Lead (part-time)
Stated
Posts on social 3x/week
Actual
Avg. 0.6 posts/week last 90 days
Disconnected Systems Map
Website
→ Forms
Forms
Not connected
CRM
→ Email
Analytics
→ Website
Email
→ CRM
Ads
Not connected