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OperationsApr 20265 min read
Enrollment as the source of truth for digital services
Capture client, package, and territory once—then reuse everywhere.
Every duplicate form is a future inconsistency. When sales captures one set of fields and delivery asks for another, you invent reconciliation work nobody budgeted for.
Enrollment should be the single intake: client identity, deal price, city or territory, and package selection. From there, admin, portal, and renewals read the same record.
Service-specific fields layer on top—domains for websites, GMB and Instagram for marketing—without forking the client profile.
Build the intake once. Let the rest of the platform inherit it.
- Enrollment
- Portal
- Process
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