One Master List = Fewer Mistakes, Faster Changes.

🧩 What We See Too Often

Across nearly every CRM audit, we find:

  🔍 No master list of critical properties

  ❌ Teams making decisions in silos without context

  🧠 Institutional knowledge stuck in one person’s head

  🔁 Duplicate properties created because no one knew the original existed

  🧩 Properties being deleted or renamed without realizing dependencies

Your CRM isn’t a place for guesswork.
It’s a business-critical system — and it needs shared understanding.

🛠 The Fix: Build a Lightweight Property Reference by Team

This isn’t about bureaucracy.
It’s about giving your team confidence and context before they touch the system.

We help clients create a “Property Source of Truth” — one simple list that outlines:

  ✅ The most important properties by team (Sales, Marketing, Ops, CS, etc.)

  🛠 Where the data comes from (manual entry, automation, API, etc.)

  🕒 When it’s expected to be updated (deal stage change, form fill, internal trigger)

  👤 Who owns its accuracy

  ⚠️ Dependencies (automations, reports, workflows)

No need for a fancy platform — this can live in:

• Notion

• Google Sheets

• Internal wiki

• Or even embedded directly into the CRM

And before anyone makes a change?
They check the list. That’s it.

💬 Real-World Snapshot

A Head of RevOps came to us after a field deletion broke their lead scoring automation. “We didn’t realize that one property was used by 5 workflows,” she said.

We helped them create a shared doc of all critical properties by team, with input sources and owners clearly labeled.

Result: Errors from unintended changes dropped to zero — and the ops team recovered 4–6 hours/month by preventing fire drills.