How this one is meant to be worked through, in the author's own words:
1. Read Part One in order. Chapters 5 to 8 are the four rules in full and everything later depends on them — including the interaction between them, which is where the risk sits.
2. Do the two gates in Chapter 36.1 before accepting a paying client: read your own employment contract including the conflict clause, and take Chapter 15 and Resource 18 to a qualified professional. Liability for a decision made from a report you built is the question to ask first.
3. Ask who inside the business will insist the system is used and what happens when somebody does not, in the first conversation, and treat a vague answer as a viability finding rather than an unanswered question.
4. Never configure a pipeline the client has not agreed in writing. Reconstruct it from their last five won and five lost deals, make every exit criterion factual, and run the twenty-deal test with three people before anything is built.
5. Measure pipeline hygiene per person every month — open opportunities with an owner, a stage, a value, a close date and a next action dated in the future — and never report it as an average.
6. Agree at go-live the threshold below which the forecast is not published, in writing, with a number.
7. Collect owner-conflicting merges as one group and take them to somebody with authority. Never choose a value in a contested owner field.
8. Disable every automation before any import, merge or bulk update, without exception.
Written to be used rather than skimmed. Every financial figure is left blank on purpose, and anything touching law, tax, insurance or data protection is written as questions for a qualified professional rather than answers.
Buy and download: https://session.care/books/ai-powered-crm-setup-and-customization-side-hustle
Read the first chapter free: https://session.care/books/ai-powered-crm-setup-and-customization-side-hustle/preview
