Account structure audit for complex B2B customer data
A focused review for teams that need cleaner account hierarchy, lifecycle stages, ownership, renewal visibility, and reporting logic before the CRM gets harder to trust.
What the audit finds
The audit separates symptoms from root causes. We look at how accounts are structured, how teams use those records, and where downstream reports or handoffs break.
- Duplicate accounts, inconsistent account types, and unclear parent-child rules
- Lifecycle stages that do not match onboarding, renewal, or expansion reality
- Customer ownership gaps across parent accounts, locations, and subsidiaries
- Renewal, ARR, expansion, and coverage reports that are hard to defend