YOUR DATA
Could your records be a fit?
If your business has run on software for a few years, you're probably sitting on more than you think.
COMMON SYSTEMS
Systems we commonly see
These are the everyday tools your team already works in. We're not endorsing any of them — we're showing where the records tend to live.
Communication
Gmail · Outlook · Slack · Microsoft Teams
Customer service
Zendesk · Freshdesk · Help Scout · Intercom
Sales & CRM
HubSpot · Salesforce · Pipedrive · GoHighLevel
Operations & field service
ServiceTitan · Jobber · Housecall Pro · Procore · ERP systems
Finance
QuickBooks · Xero · NetSuite
Documents & projects
Google Drive · SharePoint · Notion · Asana · Monday · Jira
Don't see yours? Tell us what you use. Most business systems can be assessed.
At a glance
- No cost to explore or to license
- No files needed to start
- You approve every term
Common questions
STRONG RECORD SETS
What makes a strong record set
Long history
Three or more years of records gives the licensing partner real operating history to learn from.
Real decisions visible
Records that show the reasoning and tradeoffs behind an outcome, not just the final result.
Records that connect
An email that links to a ticket that links to an invoice tells a fuller story than isolated files.
Work that's specialized
Records from specialized fields are often harder to come by, which can make them more valuable.
EXAMPLES BY INDUSTRY
Examples by industry
Each shows a Request → Work → Outcome trail and the systems it likely lives in.
Logistics & 3PL
Request
Billing exception on a shipment for a customer.
Work
Carrier and customer threads reviewed by ops.
Outcome
Credit issued and root cause noted.
Likely systems: TMS/WMS, email, accounting
Illustration. Identifying details removed.
Field Services & Trades
Request
No-heat call logged from a residence.
Work
Diagnosis notes, parts, second visit by a tech.
Outcome
Closed job and warranty record.
Likely systems: Field service software, dispatch notes, invoices
Illustration. Identifying details removed.
Manufacturing
Request
Quality complaint on a lot from a buyer.
Work
Inspection, supplier back-and-forth reviewed.
Outcome
Corrective action report filed.
Likely systems: ERP, QMS, email
Illustration. Identifying details removed.
Agencies & Professional Services
Request
Client brief received from an account.
Work
Internal revisions and approvals by the team.
Outcome
Delivered work and feedback.
Likely systems: Project tools, Slack, shared drives
Illustration. Identifying details removed.
HONEST LIMITS
What's usually not a fit
— Very new businesses with little operating history.
— Data you hold for clients without the rights to license it.
— Purely personal data with no business context.
— Scraped or purchased lists.
BEFORE THE FIRST CALL
What to have in mind for the first call
You don't need to gather anything. Just a rough picture is enough.
— The main systems you use.
— Roughly how many years each goes back.
— Your rough team size.
— Anything sensitive we should know about — regulated data, client confidentiality.
Estimates are fine. No exports needed.
Find out what your records could be worth.
A short conversation about your business and the systems you use. No files, no cost, no commitment.