Insight

Why different teams see different customers

Marketing knows who responds. Sales knows who buys. Delivery knows who is difficult to serve. Finance knows who was profitable. The problem starts when those views never become one shared model of value.

Why it matters

Revenue crosses functions even when reporting does not. The useful question is whether the information collected in one part of the business helps the next part make a better decision.

Related

See the same problem from another angle.

Operational ICP

A useful customer definition has to include delivery effort, profitability, retention and risk.

Read the operational ICP note →

Management View

Make the commercially important customer changes visible across functions.

See the Management View →

CRM problems

Different definitions can look like dirty CRM data even when everyone is entering information consistently.

See the CRM problem map →

Start here

Something changed between the action and the result. Find out what.

The first step is a free 30-minute discovery call. I research the business before the call, then use the conversation to test that outside view with you and narrow down where the problem may sit.

No presentation to prepare. I do the homework first.