Your Diagnostic Call is Confirmed!
To ensure we don’t waste a minute of our session, please prepare the following items before we speak.
Homework Item #1 (The Broken Tool):
Identify your worst report. Know exactly which NetSuite saved search or dashboard is currently causing the most confusion between your sales and operations teams.
Homework Item #2 (The Bottleneck Proof):
Track the founder’s time. Be prepared to name the specific routine client deliverable or operational decision the founder had to step in and manually approve this week because the data wasn’t trustworthy.
The Ground Rule (Important):
If you are the operations leader championing this sprint, please ensure the founder is either on the call or fully briefed on the symptoms we are discussing.