THE AI SALES COOKBOOK/SIDES/THE CLEAN FOUNDATION

The Clean Foundation

You cannot trust the number because you cannot trust the data. Fix the plumbing first.

TASTE TEST PASSED · RAN IN PRODUCTION
PREP ~30 MIN  ·  COOK DAYS TO WEEKS  ·  EFFORT MEDIUM  ·  SERVES REVOPS
MEDIA · THE DISH, COOKED
Walkthrough video: the whole recipe run once, start to plated.

DIRECTIONS

  1. 1
    Run the data hygiene audit

    Turn a messy CRM into a ranked cleanup list.

    COOK WITH A DATA HYGIENE AUDIT · OURS: data-hygiene-audit · OR YOUR OWN

    MEDIA · STEP 1 SCREENSHOT
    What this step's output looks like
  2. 2
    Run the funnel metrics

    Pin the definitions so the numbers are trusted.

    COOK WITH A FUNNEL METRICS · OURS: funnel-metrics · OR YOUR OWN

    MEDIA · STEP 2 SCREENSHOT
    What this step's output looks like
  3. 3
    Run the lead routing

    Design routing and SLAs that actually get built.

    COOK WITH A LEAD ROUTING · OURS: lead-routing · OR YOUR OWN

    MEDIA · STEP 3 SCREENSHOT
    What this step's output looks like
  4. 4
    Run the tech stack audit

    Cut the stack overlap without breaking it.

    COOK WITH A TECH STACK AUDIT · OURS: tech-stack-audit · OR YOUR OWN

    MEDIA · STEP 4 SCREENSHOT
    What this step's output looks like

THE FINISHED DISH · WHAT YOU SERVE

A clean CRM, pinned funnel metrics, routing that gets built, and a stack with the overlap cut.

MEDIA · THE PLATED RESULT
The finished deliverable, redacted, exactly as it looks when the recipe is done

GO DEEPER · The full playbook page carries the guide, the proof build, and the receipts. Read it.