Review the systems you already use.
Confirm what each system can provide, who owns its records and what a connection requires.
| System | Current position | What we establish together |
|---|---|---|
| Foundation CRM | Used by Foundation | Our own internal sales workflow is connected to website intake. Client setup is scoped before activation. |
| Your existing CRM or job system | Connection review | Confirm record ownership, available access, matching rules and the events the system can actually provide. |
| Call tracking and business numbers | Connection review | Inventory your numbers, routing and provider. CallRail and other incumbents are evaluated against the actual account; no universal connection is promised. |
| Email, messaging and calendars | Workflow-specific | Retain useful resources and privacy boundaries. Foundation’s current sales follow-up and scheduling are handled manually; automated client actions need separate qualification. |
| Website content and media | Estate review | Review the current CMS, publishing, forms, licensed assets and recovery before agreeing a care or transition plan. |
| Acquisition and reporting | Evidence-specific | Agree source and outcome definitions, access and supported imports. A platform conversion is not automatically a booked or won job. |
Agree each handoff.
Decide where the authoritative record lives, who can see it, who acts next, and what happens if a connection fails. Confirm useful exports and an exit path before changing a working dependency.
Requesting an audit does not connect an account, transfer a number or authorize a message. Resource ownership, permissions, costs and any later action are agreed in scope.
Start with a growth audit.
Tell us what needs to improve. We’ll review fit and agree the scope and any fee.