Two Answers on a Return

Two Answers on a Return

And where is this refund or credit decision made? Is it in your standard operating procedures? ...more

Thoughts on what we do and why we do it

October 20, 2026•1 min read

The Merge That Erased the Trail

The Merge That Erased the Trail

Does a merge in a CRM always work, or are trails lost? ...more

Thoughts on what we do and why we do it

October 18, 2026•1 min read

The Binder From 2014

The Binder From 2014

How many old processes do you have in place that are no longer ... useful? ...more

Thoughts on what we do and why we do it

October 17, 2026•1 min read

The Fourth Call to the Staffing Agency

The Fourth Call to the Staffing Agency

Is a staffing agency worth it? ...more

Thoughts on what we do and why we do it

October 07, 2026•1 min read

The “Integration” That Was Actually Denise

The “Integration” That Was Actually Denise

How many times do we find that the "integration" we thought we had was just a literal person or a third party connector that may or may not continue to function? ...more

Thoughts on what we do and why we do it

October 06, 2026•1 min read

The “Next Steps” Field That Wasn’t Lying — Just Guessing

The “Next Steps” Field That Wasn’t Lying — Just Guessing

How many times have you seen the "next steps field" in your CRM have the same old same old "Follow up" that isn't being followed up? ...more

Thoughts on what we do and why we do it

October 05, 2026•1 min read

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