gtmjosh
CRM Data Definitions
Chapters
  1. 01 · One Business, Four Kinds of Records
  2. 02 · Define Leads and Contacts
  3. 03 · Build the Person Lifecycle
  4. 04 · Build the Account Lifecycle
  5. 05 · Define Opportunity Stages
  6. 06 · Assign Owners and Handoffs
  7. 07 · Define Important Fields and Sources
  8. 08 · Resolve Conflicts and Open Questions
  9. 09 · Capstone: Publish the Business Truth Map
Guide overview →

15 min · Interactive exercise

Chapter 9 of 90 complete

Capstone: Publish the Business Truth Map

Run a fresh end-to-end trace, inspect ten validation checks, and create the approval record.

The entity map looks tidy. The lifecycle stages have names. The handoff matrix lists owners. Then Priya's record becomes Sales-ready before Sales accepts, Acme becomes Customer because an Opportunity happens to be late in the pipeline, and one task update changes three unrelated statuses at once. Every table can look sensible in isolation. Only a full trace shows whether the model actually works as one system.

Run the records, not the headings

The capstone starts a fresh canonical trace and runs the whole map against a sequence of business events. Every transition needs its evidence, writer, owner, milestone treatment, valid exit, and reporting use. Every transition also needs to prove that changing one dimension doesn't silently rewrite another.

The trace, start to finish

Acme starts as Target. Priya downloads a guide, then requests a walkthrough, and her lifecycle moves to Engaged; Acme stays Target. Sales accepts the handoff: Priya moves to Sales-ready, and Acme can move to Prospect under its own rule. Sales creates the Opportunity. A work-status-only update, Sales follow-up to Discovery call scheduled, leaves every other dimension exactly where it was. The Opportunity advances to Solution review complete. Finally, the approved commercial activation event changes Acme to Customer.

What this actually buys you

A Business Truth Map that passes its own capstone means Marketing, Sales, Customer Success, Finance, and Operations can build on the same set of facts without re-litigating what a status means every time a workflow needs a decision. The map you version today is also the one you'll amend, not rebuild, the next time the business changes.

GTM Lab

Saved locally

Business Truth Map

sample-business-truth-map · v1 · draft

Sample situation

Priya Shah at Acme Manufacturing

GTM-LAB-CANONICAL
Person
Priya Shah
Company
Acme Manufacturing
Interaction
Downloaded a guide
Later request
Requested a product walkthrough
Potential purchase
Initial implementation
Later potential purchase
Expansion
Resets every run.

Run the end-to-end trace

A fresh canonical trace applies the first 8 chapters' contracts in order: Target → Engaged → accepted handoff → Sales-ready → Prospect → Opportunity created → Solution review complete → Customer.

Run the work-status-only check

Schedule a discovery call, a work-status-only update — and confirm person lifecycle, Account lifecycle, and Opportunity stage hold still.

Run all 10 validation checks

Every check runs by its stable ID and reports pass/fail with evidence and failure reasons.

Approve the Business Truth Map

Approve version 1.0?
Chapter 9 of 90 complete