Use the guide well
What matters before the feature list.
These field notes explain the product, workflow, and tradeoffs that can change the decision.
Field noteStart with the customer journey, not the software menu
Map how a stranger discovers the business, becomes a known and consented contact, evaluates an offer, pays, receives value, asks for help, and returns. Then mark the tools, people, data, cost, and failure risk at every handoff. This reveals whether consolidation solves a real operating problem.
Field noteUse one system only where shared context creates value
Connected contacts, pages, email, checkout, delivery, and automation can reduce duplicate fields and connector failures. Keep a specialist tool when its depth protects a consequential outcome. The goal is the smallest complete system, not the fewest logos.
Field noteProve one offer from demand to recovery
Build the smallest representative journey, test it on desktop and mobile, complete a controlled purchase, verify access and email, trigger a failure, recover it, export the evidence, and calculate total ownership cost. Only clone what survives the loop.
Field noteOperate with visible owners and reversible decisions
Every domain, form, workflow, payment, entitlement, integration, report, and export needs an owner and review trigger. Good automation removes repeated effort while leaving protected decisions, customer exceptions, and recovery paths visible.