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Tier 2 Structural Integrity Verdict — Intake Form

This intake determines whether your situation requires a board-level structural ruling on CRM viability.

Only C-level or board-mandated requests are reviewed.

Estimated time: 7–8 minutes.

Please answer based on observable patterns, not intent or aspiration.

Your Information

1. CRM platform

2. Primary decision the CRM must support (select up to 2)

2. Primary decision the CRM must support (select up to 2)
A
B
C
D
E
F

3. Revenue Range

4. Sales Team Size

6. Who mandated this request?

6. Who mandated this request?
A
B
C
D

7. When did this become critical?

7. When did this become critical?
A
B
C

8. Which decision depends on this verdict?

8. Which decision depends on this verdict?
A
B
C
D
E

9. Estimated downside if CRM is structurally wrong?

9. Estimated downside if CRM is structurally wrong?
A
B
C
D

Rate frequency in the last two quarters (0 = Never, 5 = Weekly)

10. Forecasts finalized in executive meetings, not in CRM

10. Forecasts finalized in executive meetings, not in CRM
NeverWeekly

11. Failed deals cannot be traced to a clear structural cause

11. Failed deals cannot be traced to a clear structural cause
NeverWeekly

12. Data quality collapses near quarter-end

12. Data quality collapses near quarter-end
NeverWeekly

13. Deals appear “green” until the day they fail

13. Deals appear “green” until the day they fail
NeverWeekly

14. System performance or integrity degrades with scale

14. System performance or integrity degrades with scale
NeverWeekly

15. Political cost of a negative verdict?

15. Political cost of a negative verdict?
A
B
C

16. Who owns CRM architecture today?

16. Who owns CRM architecture today?
A
B
C
D

Section 6 - Prior Attempts

17. Have you sought external validation before?

17. Have you sought external validation before?
A
B
C
D

18. Outcome

Section 7 - Timing & Power

19. When is the verdict needed?

19. When is the verdict needed?
A
B
C

20. Who will receive the verdict?

20. Who will receive the verdict?
A
B
C
D

21. Can this recipient authorize investment, reset, or constraint?

21. Can this recipient authorize investment, reset, or constraint?
A
B
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