Map Every Door Into the Account

Command note: you cannot control what happens after a lead arrives if you do not know how they arrive.

Every account has more entry points than anyone remembers. Forms, calendars, trigger links, chat widgets, manual imports, an integration quietly pushing contacts in from somewhere else. Each one is a door, and each door either labels the contact who walks through it or leaves you guessing.

The command I run:

"List every form, calendar, trigger link and workflow trigger in this sub-account. For each one, tell me what it creates or sets - tags, custom fields, pipeline stage, assigned user - and flag any that set nothing."

What comes back:

• Forms still live on pages the client redesigned months ago

• Calendars nobody books that still create contacts

• Trigger links pointing at offers that ended

• Doors that set no source, no tag, no owner

Do this today:

1) Run it and work from the full list, not from memory

2) For each door, write down what it should set before you look at what it does set

3) Close the doors that should not be open - unpublish, do not delete

4) Fix the ones that set nothing, so every contact arrives already labeled

5) Push one test contact through each remaining door and read the record it produces

Most "our reporting is wrong" problems are not reporting problems. They are a door somebody forgot to close.