CUSTOMER RELATIONSHIP MANAGEMENT WORKSHEET
Space Office | Original planning template | 2026-10-25
Guide: https://www.spaceoffice.ai/blog/customer-relationship-management

1. CUSTOMER HANDOFF
Current customer task and coordination problem:
Source event / what establishes it / evidence / date:
Receiving owner / backup / acceptance criteria:
Required context / blockers / due date:
Pilot boundary, cohort and review date:

2. RECORD MAP
Object | stable identifier | required fields | owner | update source
Contact:
Organization / service location:
Opportunity / specific purchase decision:
Activity, task, service issue or onboarding:
Associations between records / multiple roles:
Data dictionary: field | meaning | valid values | freshness | source
Communication preferences and current eligibility checks:
Duplicate candidate | evidence | decision | associations/history to preserve:

3. STAGES AND OWNERSHIP
Stage | observable entry evidence | required context | owner | next action
Alternate routes / paused and lost reasons:
Task owner versus opportunity owner:
Reassignment and acceptance procedure:

4. SOFTWARE EVALUATION
Requirement | exact plan/feature | test evidence | limitation | owner
Create record / update existing / link second contact:
Find a promise / move opportunity / reassign owner:
Permissions / absent owner / preferences / failed integration:
Export records, associations, history and attachments:
Cost: subscription, seats, allowances, setup, migration, training, upkeep:
Decision and evidence / unresolved workarounds:

5. MIGRATION PILOT
Source export and authorization:
Create versus update rules / unique identifiers / field mappings:
Test: new contact, existing update, similar names, multiple opportunities:
Test: missing fields, changed preferences, reassignment, failed action:
Expected result | actual result | record check | reviewer:
Recovery plan and owner before wider import:
Final implementation approval:

6. REVIEW
Defined cohort and cutoff:
Accepted complete handoffs / all eligible handoffs:
Overdue commitments / repeated questions / missing onboarding details:
Exceptions and root causes:
Commercial outcomes evaluated separately with limitations:
Keep / revise / hold / expand, with evidence and next owner:
Recurring record, access, stale opportunity and integration review:

SPACE OFFICE PACKET
Approved brief, field definitions, minimized sample/export, lifecycle rules:
Oxygen: lead lifecycle and responsibilities:
Gold: onboarding runbook and missing delivery context:
Hydrogen: coordination and review:
Human: verifies facts, grants access, approves changes and communication: