Back Office Integrations
Your questionnaire creates the starting point. Your systems help us verify what is actually happening inside the agency — self-reported data forms the hypothesis, integrated data validates or challenges it.
CRM
Pipeline, contacts, deal velocity
Evidence: Sales cycle · win rate · pipeline coverage
Bookkeeping / Financial
Revenue, margin, cash position
Evidence: P&L · A/R aging · runway
Project Management
Delivery load, utilization, throughput
Evidence: Task velocity · on-time delivery · WIP
Communications
Internal signal, response rhythm
Evidence: Response time · escalation rate · silence
Calendar / Meetings
Time allocation, meeting density
Evidence: Leader meeting load · client cadence
Central Drive
SOPs, playbooks, institutional memory
Evidence: SOP coverage · doc freshness
HR / People
Headcount, tenure, org shape
Evidence: Roster · roles · attrition
Billing
Invoicing, collections, subscription health
Evidence: MRR · collection days · dunning
IT / Security
Identity, device posture, access hygiene
Evidence: SSO coverage · MFA · offboarding