Why this masterclass exists
What you actually do during the program.
For teams who keep losing leads at the seams. We diagnose the four most common breakages, rebuild the sync map, and rehearse a handover with your ops team.
All masterclasses / pipeline tracking
CRM-to-Field Sync Audit
A six-week deep audit of how data moves from your CRM to the people running the event and back again.
pipeline tracking conference 800+ hybrid evergreen
Inclusions
- Sync diagnostic across registration, check-in, session attendance, and post-event
- Documented sync map with field-level definitions
- Two practice handovers with your ops counterpart in the room
- Reference list of 11 silent failures to test for after every event
What you leave with
- A field-level sync map your CRM admin can implement
- A handover routine your ops team has rehearsed
- A measurable drop in lost or duplicated event records
Common questions
No. The audit is tool-agnostic. We will use your CRM as the working example.
Strongly recommended. Without one, the handover sessions are simulated and lose value.
We do not write CRM automation code. Your admin or partner does.
From cohort members
"We found four silent failures we did not know we had. The map alone justified the cost; the handover practice was a bonus."
"Six weeks felt long in the middle. The first and last weeks were the highest value."
"Honest content, no hype. Liked that."