The reader’s situation
Client communication needs to stay personal as programmes repeat. The proposed reader is a coach running individual and group programmes and wants to move an enquiry to a completed sale.
The specific decision
You may need to explain who changed a record and when. Separate individual client information from shared programme material.
Proposed evaluation
Prepare ten sample contacts, three opportunities and a follow-up due tomorrow.
- Edit a sample record under two accounts and inspect the activity history.
- Move one participant into a new programme without copying private notes.
- Import a small synthetic contact list, including one duplicate.
Evidence to gather
- The current official documentation for the exact plan and feature.
- The plan name, region, billing term and date of each price checked.
- An original trial record showing the input, output and observed limitation.
- A clear explanation of how this lens changes the buying decision for this audience.
- Evidence that this page answers a distinct reader need rather than repeating another guide.
Questions for the category
- Which automation and reporting features require an upgrade?
- Are email synchronisation and additional pipelines included?
- Can contacts, notes and attachments all be exported?
Editorial acceptance criteria
A finished article should answer its decision question with evidence and a concrete example. Merge it into an existing guide if the answer is materially the same. Remove irrelevant candidate tools, explain uncertainty and keep pricing claims dated.
Keyword volume and difficulty have not been measured for this brief. No product ranking, affiliate approval or purchase recommendation has been established.