• [ ] All customer’s contact details and communication are documented into the CRM
• [ ] GM has been properly introduced (email and/or meeting) to customer if there is not yet a founder in charge
• [ ] Account mapping have been formalized
• [ ] the opportunities are up to date
• [ ] UR outputs and discoveries (quantity/quality) have been fully documented to allow the creation of white paper
• [ ] ICP, IAP, persona’s and all deliverables have been updated with the latest known information