Who this is for
Head of sales or customer success when an account owner leaves or accounts are reassigned.
A rep leaves, and the next owner opens each account to find a thin or contradictory history.
The result
You receive one page per named account in which every statement links to the CRM record it came from. Open commitments listed equal the record's open tasks, and where no record exists the brief says "no record".
What is included
- A batch of up to 20 named accounts from one CRM
- One page per account with a link to the source record on every statement
- A list of open commitments taken from open tasks
- A "no record" line wherever the history is empty
- One trap account with a thin history, real or invented by your team and not marked to us, to check nothing is invented
You receive
- The briefs, one page each
- The statement-to-record link table
- The open-commitment check
- The usefulness marks from the incoming owners
What is not included
- Statements without a source record
- History held in personal inboxes outside the CRM
- Advice on how to run the account
- Contact details in the briefs beyond names
- Changing any record
What we need from you first
- The CRM and how many accounts are being handed over
- What the incoming owners need to know first
- Where history lives other than the CRM
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- In 20 sampled briefs, your reviewer opens every link and finds that each statement is supported by the record it points to; any unsupported statement fails the whole test.
- The open commitments in each brief equal the open tasks in the CRM.
- The trap account your team slipped into the batch, with a sparse history we were not told about, comes back as "no record", not filler.
- The incoming owner marks each brief useful or not, and the count is reported.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- The history sits in personal inboxes outside the CRM
- You want the brief to infer intent or sentiment
- Most accounts have fewer than five records
Questions
Will it tell me how the customer feels?
No. Only facts that a record supports.
What if the history is thin?
The brief says "no record". It does not guess.
Does it change the CRM?
No. It reads timelines and writes documents.
Price and terms
£245 · untested offer price. £245 after the agreed tests pass and you sign off. No payment before sign-off.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.