How Phase One works
The work starts with current-state evidence, not a generic channel checklist. Phase One identifies where customers are being lost, names the responsible system, defines the release and verification method, and keeps external outcomes separate from local completion.
- Make the visibility problem and lead path observable
- Fix shared technical and factual root causes once
- Add content, CRM, dashboard, agent, or automation capability only when scoped
- Report what changed, what was verified, and what remains external
