





Choose a handful of leading indicators: response time to new leads, quote turnaround, cycle time from order to cash, and error rate in fulfillment. Track adoption, too, because tools that people ignore create illusions. Review trends monthly and celebrate small improvements so momentum feels real.
Pilot a new intake form with one location, measure abandon rates, and compare outcomes. Try different reminder schedules or field labels. Limit blast radius, keep a change log, and learn quickly. When something works, roll it out widely with training, checklists, and a clear owner for success.
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