Tools change. Your customer context shouldn't start over.
When you change a CRM, lose an agency or bring in new AI, you want the customer history to carry on, so the next team starts from the record, not a fresh export.
Bring this decision. No data-engineering homework.
- Website
- Booking form
- Calendly
- Attio
- Customer.io
Each outcome builds on the same model.
CEO / GM When the agency left, the reporting left with it.
We rebuilt the numbers from scratch.
OPERATIONS Every tool change starts with a migration project.
The old exports sit in a folder nobody opens.
AI / TRANSFORMATION Each new AI tool wants its own copy of our data.
Each copy drifts from the others.
Lost context isn't a people problem. The history lives inside each tool, so it leaves when the tool does.
The second outcome starts from the first. Same record, same sources, no fresh export.
- SEARCH AD
- WEBSITE
- BOOKING FORM
- CALENDLY
- ATTIO
- CUSTOMER.IO
- SessionsCOUNTED
- EventsCOUNTED
- Identity linksCOUNTED
DEMO. Sarah is fictional. Sessions, events and identity links can be exported on request.
Built once, on top of what you run. Then the next outcome starts from it.
In the White-glove Outcome Build, we glue one outcome's facts and sources into one living model. Evidence can stream into your own Postgres warehouse as it happens, where the build sets that up. The next outcome builds on the same model.
- 01
Start with one outcome worth money
We glue only what the first decision needs, on top of the systems you already run. Your systems stay where they are.
OUTCOME 1 · THE FULL PATH TO REVENUEDEMO - SYSTEMSWebsite, booking form, Calendly, Attio
- RESULTDeal signedLIVE
- 02
Keep the facts with their meaning
Each step keeps its system, its time and its source. A data dictionary holds what each field means, with sample values and your team's notes.
DATA DICTIONARYDEMO - FIELDcall_result
- MEANINGCall result from your CRM
- SAMPLEqualified
- 03
Stream the evidence to your warehouse
Sessions, events and identity links stream into your own Postgres warehouse as they happen, where the build sets that up. Booking form submissions land there too.
YOUR WAREHOUSE · EVIDENCE STREAMDEMO - SESSIONSAs they happenSTREAMING
- EVENTSAs they happenSTREAMING
- IDENTITY LINKSAs they happenSTREAMING
- 04
Export on request
Counts are checked first in a dry run. Then sessions, events and identity links leave as NDJSON, with a manifest and checksums, behind short-lived signed links.
EXPORT · DRY RUNDEMO - SESSIONSCounted
- EVENTSCounted
- IDENTITY LINKSCounted
MANIFEST · CHECKSUMS · SIGNED LINK
As part of an Outcome Build, we can wire the context into the AI tools your team already uses.
One model, and the next outcome on it. With the evidence in your own warehouse, where the build sets that up.
- One living model.People, steps and results, each with its source, in the Glue Console your team keeps.
- The next outcome, on the same model.Built as part of the Outcome Build, from the same record.
- Evidence in your warehouse.Sessions, events and identity links, streamed to your Postgres warehouse where the build sets that up.
- An export with checksums.Dry-run counts first, then NDJSON with a manifest, on request.
Bring the tool change you're dreading. We'll find what context it would take with it.
On the call, we find where your customer history lives today and what a change would lose. In the Outcome Build, a dedicated team glues the first outcome into one model your team keeps.
- 01Which customer history must carry over to the next tool.
- 02Which reports get rebuilt by hand each month.
- 03Which first outcome the next ones should build on.
By the end of the call, you'll know whether this solves your problem.
USED ON REAL OUTCOMES AT TICKETEK, ME&U, INVESTORKIT AND TEAM GLOBAL EXPRESS