Kastelo’s health check

1 — completed
2 — current step
3
4

Step 2 of 4

THE MEMORY

Your client database

Does the business remember your clients?

One source of truth

Where does client information live?

One system the whole team uses Several that don’t sync Scattered across inboxes and paper

Form to file

A lead fills in your form. Does it land in your system automatically with the right person alerted, get manually re-typed in, or just sit in an inbox?

Lands in the system Re-typed by hand Sits in an inbox, or we’re not sure

The full story

Open any client’s record. Can anyone on the team see contact details, quotes, calls, and emails?

It’s all there Contacts yes; history lives in inboxes Patchy, duplicated, unfindable

Stages and owners

Does every open lead have a pipeline stage (New → Quoted → Won/Lost) and one named owner?

Always — both Mostly; some belong to “everyone” No stages; whoever notices, replies

The bus test

What happens if a key laptop dies; or a key person quits?

We lose nothing; it’s all in the cloud, access managed We’d recover most of it, painfully Client knowledge walks out the door

Next steps

Does every open lead have a written next action, with a date?

Every single one Depends who’s remembering We follow up when we think about it

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