Workflow guide
Choose a specific task, understand the information behind it, and define how a person will check the result.
Bring account history, recent interactions and open opportunities into a concise preparation brief.
Approved account and contact records; interaction notes; current opportunity status.
A seller checks facts, removes irrelevant information and decides what to discuss.
Brief accuracy, preparation time and missing context.
Draft a short case summary so the next colleague can understand the issue and what has already been tried.
Case history; product details; approved knowledge; agreed escalation rules.
The service colleague checks the summary and confirms the next response.
Summary accuracy, handling time and reopened cases.
Collect renewal dates and relevant service history for an account review. Treat potential churn signals as prompts for investigation.
Contract dates; account ownership; permitted usage signals; unresolved cases.
An account manager validates context and chooses whether and how to contact the customer.
On-time reviews, incorrect alerts and account-team feedback.
Map the source of truth for customer identity, ownership and approved knowledge before adding new automation.
Unique identifiers; duplicate checks; access permissions; retention policies; data owner.
The data owner signs off the records and access used in the pilot.
Duplicate rate, field completeness, record freshness and permission exceptions.
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