You’re busy. Conversations are happening. Work gets done.
But simple questions suddenly take too long to answer.
- Where does the latest customer information live?
- Who knows what, and who doesn’t?
- Are we acting on insight, or reacting when it’s already too late?
When visibility breaks down, teams compensate with memory, manual work, and assumptions. That’s when control starts to slip – without anyone noticing right away.
This checklist helps you spot the early warning signs, before missing information turns into missed opportunities.
What you’ll get:
In this 1-page visibility checklist, you’ll see whether:
- Customer information lives in one shared place, or scattered in too many
- Teams work from the same version of the truth
- Follow-ups depend on process, not memory
- Customer history is complete and easy to understand
- Risks and warning signs are spotted early
- Insight is available when decisions need to be made
Each sign points to the same question: Do you actually have visibility, or is it just activity?
How to use it:
Read through the checklist and tick off what applies to your organisation today.
If several signs feel familiar, it usually means visibility is already breaking down — even if things still look “fine” on the surface.
That lack of overview often shows up as:
- slow decisions
- repeated questions
- reactive work
- and growing dependence on a few key people
Why this checklist?
Most visibility problems don’t start with lack of effort. They start with growth, scattered tools, and processes that never quite caught up.
This checklist gives you a fast, practical way to assess whether your customer overview supports control — or whether it’s time to move toward a more structured way of working.