ONE FOCUSED SYSTEM / CLEAN HANDOVER / BUILT TO FITONE FOCUSED SYSTEM / CLEAN HANDOVER / BUILT TO FITONE FOCUSED SYSTEM / CLEAN HANDOVER / BUILT TO FIT
FIND THE WOBBLE
Stop bendingyour businessto your software.
1 OF 18
INBOX / OPERATIONSHIGH IMPORTANCE
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MC
RE: Daily customer data sync
Melissa Cole <melissa.cole@northstar.example>
To: Operations; Finance; Simon
Hi all,
CustomerHub still isn’t integrating with FinancePro, so until IT confirms the connector is fixed, we need to keep doing the manual process every morning:
Export yesterday’s customers from CustomerHub.
Map Account ID to Customer Number in the spreadsheet.
Remove any duplicates, then upload the corrected file into FinancePro.
Manually synchronise the status changes back into CustomerHub.
Please have this done by 9:00 am each day. Reply all when it’s finished so Finance can recheck it.
Sorry. I know. Melissa
▦Daily Sync Mapping FINAL v9.xlsx48 KB Excel workbook
WORKAROUND / ACTIVETHIS HAPPENS EVERY DAY.
BILLING / SYNCBRIDGE PROAUTO RENEWED
S
SyncBridge Pro: annual renewal
Auto renewed 22/07/2026. Thanks for being a customer since 2021.
PLANProfessional
47 features included
Features your team used this year
3
Licensed seats
12
Active this month
4
LAST YEAR $8,400$11,280 +34%
Reason: continued investment in the platform.
Cancel anytime.* *90 days written notice, clause 14.
SUBSCRIPTION / RENEWEDELEVEN OF THESE. NONE OF THEM RIGHT.
QUOTE / ENTERPRISE BUILDPHASE 1 OF 4
Statement of Work: Discovery & Alignment
Prepared for: You. Prepared by: a firm with a very nice office.
Stakeholder alignment workshops (×6)•••
Requirements synthesis deck•••
Solution architecture readout•••
Executive steering committee (fortnightly)•••
Change requestsbilled separately
Phase 1 · 14 weeks$340,000 ex GST
Estimated go-live: Q3 next year, subject to scope confirmation.
Software is not included in this phase.
DISCOVERY / IN PROGRESSFOURTEEN WEEKS TO TELL YOU WHAT YOU ALREADY KNOW.
CALENDAR / DISCOVERY PHASEDAY 3 OF 12
JUL23
RECURRING / EVERY WEEKDAY
Discovery Phase: Alignment Workshop
9:00 am to 5:00 pmLevel 14 boardroom + Miro board (link)
Required
9
Optional
4
AgendaAlign on the alignment. Bring your printouts.
✓ Accepted (7)? Tentative (1)The one person who actually knows how it works: Declined
WORKSHOP / RECURRINGPROGRESS, APPARENTLY.
#operations12 MEMBERS
Dave
has anyone got the latest tracker? the one in the drive is “Master Tracker FINAL v6”
Priya
no that’s old, use “Master Tracker FINAL v6 (USE THIS ONE)”
Dave
that one won’t open
Priya
try “Copy of Master Tracker FINAL v6 (USE THIS ONE), Dave’s edits”
Melissa
I’ve got a newer one on my desktop, I’ll email it to everyone
Dave
👍
VERSION CONTROL / ACTIVETHIS IS THE SYSTEM.
HELP CENTRE / TICKET #48291ESCALATED TO TIER 2
?
SUPPORT REQUEST
Customers not syncing
OPEN, SORT OF
Your position in queue34
Thanks for reaching out. A member of our Customer Success team will respond within 5 business days.
In the meantime, have you checked our Help Centre? 237 articles
Please rate your experience below. ☆☆☆☆☆
SUPPORT / PAIDKILTER ANSWERS ITS OWN EMAILS.
BASE / USAGE LIMITAUTOMATIONS PAUSED
Customers
!
PLAN LIMIT REACHED
You’ve reached the 50,000 record limit on your base.
Your automations have been paused.
Three team members are locked out until usage drops.
Upgrade to Enterprise to continue.
From $2,000/month, billed annually.SEE UPGRADE OPTIONS
NO-CODE / OUT OF ROADTHE WORKAROUND FOR THE WORKAROUND.
MESSAGES / CO-DIRECTORSTODAY 8:07 AM
‹
P
Priya
Co-director
ⓘ
Today 8:07 am
Sam: Have you got the margin number for the board?
Priya: Three of them.
Sam: Promising.
Priya: Xero says 18%. Shopify says 24%. The warehouse sheet says we sold nine units we never had.
Sam: Which one is true?
Priya: I’m manually matching the refunds now.
Sam: Can we stop running the company through screenshots?
Priya: That is currently the most integrated part.