Deal Signal Intake and Source Reconciliation (Onboarding)

Deal Signal Intake and Source Reconciliation (Onboarding)

1. 01

   Inventory every system that already holds deal evidence for the client account

   List the CRM instance, calendar, meeting recorder, email domain, and any partner or ecosystem platform in use. Name the owner of each system and whether the agency has read access or only exported reports.

2. 02

   Map each open opportunity to the systems that can actually see it

   A deal with no meeting transcript and no email thread is invisible to transcript-based analysis. Flag those gaps before promising any risk scoring to the client.

3. 03

   Confirm the client's pipeline stage definitions against how reps actually move deals

   Stage names drift. If the CRM says Proposal but the rep treats it as Discovery, every downstream momentum signal inherits the error.

4. 04

   Set a single canonical account identifier and reconcile duplicates across sources

   Domain-level matching catches most overlaps, but subsidiaries and rebrands break it. Resolve those manually once rather than patching them every reporting cycle.

5. 05

   Document which signals the client will act on and which are informational only

   Stakeholder coverage gaps and stalled-deal flags usually drive action. Raw activity counts rarely do. Agree on the short list before the first review.

6. 06

   Establish the refresh cadence and the named human who reviews exceptions

   Daily automated flags with no reviewer become noise within two weeks. Assign one person per client account and put the review on a recurring calendar hold.

7. 07

   Record data residency and access constraints in the client's engagement file

   Some accounts prohibit transcript capture or cross-account matching. Capture the restriction at onboarding so delivery teams do not discover it mid-quarter.