Build an account plan; not one deal's close plan.
Tier accounts transparently; never use protected traits.
Route SDR ownership by rules; never guess identity.
Link upcoming events to CRM context; do not create them.
Prepare post-call follow-up; review before sends or writes.
Prepare an upcoming call; not post-call follow-up.
Build a close plan; label unagreed commitments.
Audit CRM hygiene; never make unreviewed bulk changes.