Systems of Record

Pass is 80%. This is open-book — use the academy, not hope.

1. A lead that lives only in a text thread is:

Fine if you remember it.A company risk. Enter it in Zoho the same day with source, vertical, and next action.The estimator's problem only.Not a lead until they send drawings.

2. Correct file name pattern is closest to:

finalFINAL2.pdfSUB-FP-2026-HFS-003_Resinous-Floor-System_2026-08-26.pdfscan.jpgfrom-gc.docx

3. Sample chips leaving the shop must be:

Handed to whoever asked, no log.Logged: who, system, color, date, job/opportunity. Samples are sales tools and they disappear.Only for architects.Thrown out after one week.

4. Why do we not use personal email for client documents?

It is faster.The company cannot search, retain, or defend a personal inbox. Client files belong to Maverick.Personal email has better spam filters.Legal requires Gmail.

5. A quote PDF emailed without a CRM stage change is:

Complete.Incomplete. Log the issue date, amount, follow-up date, and owner.The client's problem.Only needed on public bids.

6. A teammate asks you to 'just enter it in Books.' You:

Open Zoho Books and post it.Refuse the fiction. Books is not built. File the branded invoice and update the SOV tracker / AR aging spreadsheet.Create a fake Books login so the SOP looks current.Skip billing until Books goes live.

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