What will the first phase prove?
Ask for a specific source, saved record, owner and next action. Include an unmatched routing case and a failed connection. Broad claims about automating sales do not define acceptance.
Choosing help
Ask how the team will know an inquiry was handled.
A useful proposal explains the working flow and its exceptions, along with the configuration or code being delivered.
Reviewed October 16, 2026 ยท Faith Forge Labs
What happens to existing records?
Ask how exports, cleanup previews and field mappings are checked. Find out how merges are approved and whether useful history can be preserved.
Who controls the system?
Clarify ownership of vendor accounts, configuration, custom code and documentation. Ask what continued access is needed and how connections are maintained after handoff.
How are messages and tests controlled?
Ask how test leads are labeled, customer-facing messages are approved, duplicates are avoided and opted-out contacts are handled. A reminder to staff should not unexpectedly become an email to a customer.
What is ongoing work?
Separate the initial release from support, rule changes, monitoring and vendor subscription charges. The people operating the CRM need a clear route for exceptions.