# A possible connection between intelligence and relationship operations. — action sheet

Page: https://holisticgrowthmarketing.com/omnigraph.html
Purpose: Understand planned product and register interest

## What to establish

Objective: ____________________
Current obstacle: ____________________
Evidence available: ____________________

## Review checklist

- [ ] Define the workflow first: An integrated operation needs shared definitions for contacts, accounts, signals, opportunities, and activities.
- [ ] Keep authority separate from context: Knowing that a lead matches a criterion does not authorize contacting that person or changing an external account.
- [ ] Evaluate current options separately: HGM can discuss scoped CRM integrations and custom workflows today without representing this roadmap entry as an available app.

## Next step

Ask about this workflow: https://holisticgrowthmarketing.com/omnigraph.html#inquiry

## Boundaries

Do not include passwords, API keys, payment details or customer records.