Step 1 of 3
Pick the job
One job, not the whole business. You can change it any time.
How the scoring works
Pick one job you'd hand an agent first, like booking requests or first-pass triage on inbound, rather than scoring the whole business. Answer yes only where you could show someone the evidence today. Scoring a single job is deliberate: nobody has all of this everywhere, and waiting until you do is how people never start.
Why “ready” never meant a spotless company-wide databaseThe five questions to ask the vendor
Step 2 of 3
Answer the questions
Answer yes only where you could show someone the evidence today. A hopeful yes makes the result useless.
Question 1: When two systems disagree about a customer, does one of them get the final say?
Say your customer list and your invoicing tool have different addresses for the same person. Someone needs to have picked which one wins. If nobody has, the agent will guess, and it won't guess the same way twice.
One customer, one record, one spelling
1 of 8
Question 1 of 8
Step 3 of 3
Your result
Answer all 8 to see where this job stands
Your result appears here, along with the list of what to fix.