Map sources and destinations
Start with what enters the workspace and where reviewed results belong. Distinguish a source of truth from a system that simply consumes an update.
Plan the flow between data sources, research, your CRM, and the places where your team takes action.

Start with what enters the workspace and where reviewed results belong. Distinguish a source of truth from a system that simply consumes an update.
Specify which fields may be filled, which may be refreshed, and which should never be overwritten. Review conflicts before replacing information your team already trusts.
Use stable record IDs, clear ownership, and reconciliation. A connected system should help you understand what changed, what was skipped, and what needs attention.
A connected stack with deliberate data ownership.
An illustrative path through the work. Adapt the inputs, conditions, and review points to your team.
