Notes from the work.
Deep dives on the handoffs, data leaks, and automation decisions that turn into revenue systems.
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Showing 31-40 of 68 notes
Dealer deal tracking: one deal state from lead to delivery
Dealer deal tracking should show where every deal stands, who owns the next step and which record to trust, from the first inquiry to delivery day.
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AI automation companies: how to compare them
How to compare AI automation companies: give each the same real problem, then test ownership, approvals, failure recovery, and what you keep after launch.
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Field service software for small business: what to test
Field service software for small business should show each job's owner, dispatch status, proof of work and billing status. Here is how I test it before buying.
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Recruiting management system: what to test before you buy
A recruiting management system should control candidate truth, owners, approvals, and exceptions. Here is the control test I run before anyone buys one.
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Used car dealer management software: what to fix first
Used car dealer management software should be the record you trust for vehicles, deals and finance. Here is what to fix around your DMS before replacing it.
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Dealership automation for sales: what to automate first
Dealership automation should answer leads fast, route them to the right person and check consent before any text goes out. Here is what to automate first.
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Contract management automation: what to automate first
Contract management automation works when intake, approval owners, renewal proof, and the source of truth are clear. Here is what to automate first.
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CMMS software for manufacturing: what to check first
CMMS software for manufacturing pays back only when intake rules, record owners, and proof of work are clear. Here is what to check before you buy.
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Why CPQ software doesn't fit equipment dealers
CPQ for equipment dealers often fails because it treats quoting like product setup. Here is what to fix first, and when a configurator is worth it.
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Automated quoting for equipment dealers
Automated quoting for equipment dealers: how heavy machinery sales quote automation drafts checked quotes, protects margin, and keeps a person on exceptions.
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