01
One person from the first visit
Join visits, form steps and bookings on one profile. Keep the state and evidence of its CRM link visible.
- WEBSITEVisits and form steps
- BOOKING SYSTEMDiscovery call booked
- CRMCRM linkCONFIRMED
Carry the customer story across every handoff.
Give marketing, sales, service and finance the same recorded history, so the next team starts where the last one left off.
Example outcome formula
Count people with Call booked, then Deal signed within 30 days. Open the records across the marketing-to-sales handoff.
Drafted from your source definitions. Review before saving.
A dedicated team builds it with you. Start with one decision.
Site and forms
Bookings
Call results
CRM
Email
SARAH CHEN
ONE STORY, EACH TEAM
Each team adds to the same record.
Required systems
Connect the required systems. Start with the records you have.
Your team brings one decision. Our dedicated team connects the sources and builds it with you.
- Website and forms. the online journey
- Bookings, CRM and email. team activity
- Store, app or order systems. offline and app records
- Payments. the recorded result
Agree the connection route.
App installs, store visits, drive-through orders and car park visits need records supplied through your systems, API, warehouse or a scoped integration.
Know the limits.
An offline visit alone does not identify a person. Trusted identifiers and consent determine which online and offline records can be linked.
Share one customer timeline. Each team reads the same recorded history.
- MARKETING SAW
- Day 1 · Search adClicked a search ad
- Day 1 and Day 9 · WebsiteRead pricing twice
- Day 9 · Booking formLeft at step 2
- Day 14 · Email platformOpened the ROI email
- SALES SAW
- Day 10 · Booking systemBooked a discovery call
- Day 13 · CRMDiscovery call logged: qualified
- Day 21 · CRMProposal sent
- Day 23 · CRMDeal signed
- FINANCE SAW
- Day 23 · CRMPayment received
THE GLUE HOLDSALL TEN STEPS, IN ORDER, EACH WITH ITS SOURCE
- Day 1Search ad
- Day 1Website
- Day 9Website
- Day 9Booking form
- Day 10Booking system
- Day 13CRM
- Day 14Email platform
- Day 21CRM
- Day 23CRM
- Day 23CRM
DEMO. Sarah illustrates a sales journey. Other journeys can include app installs, store visits, drive-through orders and car park visits, supplied by your systems through the API, warehouse or a scoped integration. An offline visit alone does not identify a person.
Check the number. Open the records behind it.
- Source and time. Each count opens to the form, booking, event or CRM records behind it.
- Link evidence. Confirmed, candidate, conflict and unmatched CRM links keep their state in view.
- Your definition. Read the plain-English formula and preview the count before saving.
Book a Call
On the call, we map one outcome and the systems it needs. A dedicated team builds it with you.
Scoped and priced to the outcome, agreed before work begins. No seat licences.
HOW THE STORY CARRIES OVER
One record that crosses the handover. Opened by whichever team picks her up.
A dedicated team joins online and offline records in one sourced timeline, using trusted identifiers and consent.
ONE PROFILE · SARAH CHENDEMO - 02
Each team's steps on one timeline
Add call results, deals, payments, booking changes and recorded email activity in time order. Keep the source on each step.
TIMELINE · TEN STEPSDEMO - MARKETINGDay 1 to Day 14 · 4 steps
- SALESDay 10 to Day 23 · 4 steps
- FINANCEDay 23 · Payment received
- 03
Open it where each team works
Share the timeline in the Glue Console. Send new CRM leads with their source; stream evidence to your warehouse where the build sets that up.
DELIVERIES · CRM · YOUR WAREHOUSEDEMO - CRMNew lead, first, last and converting touchDELIVERED
- WAREHOUSESessions, events and identity linksDELIVERED
- 04
Count what crosses teams
Describe results across teams in plain English, such as Call booked, then Deal signed within 30 days. Open each count to its records.
SEQUENCEDEMO - RULECall booked, then Deal signed, within 30 days
- COUNT12 peopleSEE THE ROWS
BUILT ON
One customer story, read by each team. In the Glue Console, in your CRM, and in your warehouse where the build sets that up.
- A shared timeline.Visits, forms, bookings, call results, CRM steps and email, per person, in order.
- The source on each step.Its system and its time, so a team can check before it acts.
- The story in your CRM.New leads with their first, last and converting touch.
- Results across the handover.Sequences in plain words, each count open to its rows.
Bring the handover where customers repeat themselves. We'll find where the story stops.
On the call, we find which teams hold which part of the story today. In the Outcome Build, a dedicated team glues it into one record your teams share.
Decide what to build first.
- Which team needs the story next.
- Where the handover from marketing to sales loses context.
- What finance should know about how a customer arrived.
Keep the context you build.
The same model can feed your LLM, BI tool or destination. We agree each connection in the build.
Scoped and priced to the outcome, agreed before work begins. No seat licences.
You don't need the answer, only the question.