The words we use, defined once.

Overdue receivables grouped by how late they are: 30, 60, 90 days and beyond.

An AI step that reads, decides within set limits and acts, with a person reviewing anything outside them.

The ordered list of people who must agree before a request is final.

A point in a workflow where a named person must accept before money moves or an entry posts.

Routing a decision to the right person with the context, and recording the outcome.

Rent overdue from a tenant, tracked by stage from first reminder to formal notice.

Joining a sale to the message or campaign that led to it.

A record of who changed what, when and why, that cannot be edited after the fact.

SBD’s first stage: one to two weeks with the people who do the work, ending in a costed blueprint ranked by payback. It costs $500 and is credited to the build.

Every workflow, script and integration the business depends on, listed with an owner.

A list of every automation in the business, with its owner, purpose and the systems it touches.

A ticket that would not exist if the customer had been told something at the right moment.

The written scope that follows the audit: the workflows, data and screens to build, the acceptance tests, and one fixed price.

A contract under HIPAA in the United States that sets how a vendor handles protected health information. GDPR has an equivalent, the data processing agreement.

A monthly support tier after go-live covering monitoring, fixes and small changes, from $50 a month.

Software that keeps availability and rates in step across direct and third-party booking channels.

The quantity shown for sale on each channel, which must agree with the warehouse.

A secure website where each customer sees only their own records and files.

The work of finalising the books for a period so the numbers can be trusted.

The CRM stage that marks a deal as signed, and the usual trigger for onboarding.

Everything delivery needs, created automatically the moment a deal is marked won.

The score above which the system acts on its own and below which it asks a person.

Where and when a person said yes, stored with the record so it can be proven.

A rule the business follows, with evidence that it was followed.

A rule that stops new orders when a customer passes an agreed overdue limit.

A table that maps a customer’s or manufacturer’s part codes to your own items.

Bringing data from several tools into one store with consistent definitions.

How many days of sales are sitting unpaid in receivables on average.

A record of every classification and routing choice the system made, with its score, so accuracy can be checked.

Passing approval authority to someone else for a set period, usually while away.

Removing those accounts and access when the person leaves or changes role.

The moment goods are marked ready, used to generate documents and notify everyone.

Turning a PDF, photo or email into a validated record automatically.

The single entry for a supporter that holds their gifts, consents, communications and relationship history.

A metric moving past a line you set, before it becomes a month-end surprise.

The single place that holds who a person is, their role, manager, documents and leave.

The agreement that sets the scope, fees and terms of a client relationship.

The share of enquiries that become enrolled learners, usually measured per intake.

Adding company and contact details to a lead from outside sources so it can be scored and routed.

A message sent because something happened, not because a date arrived.

Proof a control ran, captured automatically rather than gathered before an audit.

A score for each extracted value, so one doubtful field can be checked without redoing the rest.

An engineer who works inside a client’s company, alongside leadership and the teams doing the work, observes how the work runs, then builds and rolls out the tools, automations and AI that change it.

The periodic return a grant maker requires, usually outputs, outcomes and spend against the agreed budget.

Products and prices visible only to approved accounts.

An assistant that answers policy questions from your own documents and cites them.

The record of what was sold and promised, passed from sales to the team who delivers it.

A step where a person approves, edits or rejects what an automation or AI agent proposes before it acts, used wherever a mistake would be costly.

Where tickets the system is unsure about wait, with its suggestion and score shown.

The period straight after go-live when the builder watches the workflow closely and fixes issues fast.

The property that running the same step twice has the same effect as running it once, so a retry never creates a duplicate record or payment.

A group of learners starting a course or programme at the same time.

Reading documents of varying layout into structured data using models rather than fixed templates.

Customers lost because a payment failed rather than because they chose to cancel.

The list of every product or part you sell, with codes, descriptions and units, held in your ERP.

The three moments in employment when access, equipment and records must change.

An assistant that answers from your own documents and cites them.

Know your customer: the checks a regulated firm makes to confirm who a customer is, usually identity and address documents plus screening.

The time from an enquiry arriving to the first useful reply.

A number from 0 to 100 that says how closely a lead matches the customers you win, with a confidence figure beside it.

Each account has only the access its job needs.

A single piece of client work, with its own documents, deadlines, time and billing.

A written rule for how a number is calculated and from which source.

A small, focused software product with its own users and billing, built for one job. SBD builds them from $10,000.

The lowest price a brand allows a product to be sold at. Price trackers flag listings below it as breaches.

Monthly recurring revenue: the normalised monthly value of active subscriptions.

The share of booked appointments where the patient did not attend or cancel in time.

Removing access and recovering equipment on the day someone leaves, with a record of what was done.

Everything between a signed proposal and a productive first week with the client.

Every step from receiving an order to the payment being received and reconciled.

Selling a unit on one channel that another channel already sold, because stock was not synced.

The batch of orders, fees and refunds a platform pays out together, which is what the bank sees.

Translating one product record into each marketplace's titles, categories and image rules.

Property management system: the record of rooms, bookings, guests and folios for a hotel or accommodation provider.

A test that stops a report if data is missing or a figure is implausible.

The scopes and prices you sell most, kept in one place so proposals are assembled rather than written.

Telling the customer what happened before they ask.

One entry per batch or shift: what was made, on which line, with what scrap and downtime.

An invoice for work completed to date on a staged job, rather than a single final invoice.

Evidence a delivery was made: photo, signature, time and location, attached to the order.

Creating the accounts and access a person needs for their role.

Typing information that already exists in another system.

Matching money that arrived to the invoices it paid, and listing what does not match.

The one place a fact lives. Everything else reads from it.

A signal raised when stock crosses a threshold, with the supplier and lead time attached.

The stock level at which a new order should be placed, set from typical sales and the supplier lead time.

Money given for a specific purpose, which must be tracked and reported separately from general income.

Where records that a workflow cannot handle are sent, with the context attached, for a person to decide.

Revenue operations: the systems, data and processes behind marketing, sales and customer success, run as one.

Request for quotation: a customer asking for prices on specific items and quantities.

Assigning leads to a group of reps in rotation so the load stays even.

Filtering every query by who is logged in, so users see only their own records.

One page per system: what it does, what each alert means, what to do first.

Units held back from a channel so slow syncs do not sell the last item twice.

Moving a deal from accepted offer to completion: checks, surveys, contracts and deadlines.

An account owned by the organisation rather than a person, used so workflows survive staff changes.

Software and automations the business uses without IT knowing or approving them.

A list of defects or unfinished items found at inspection that must be fixed before handover.

The one system whose stock figure every other system copies.

The operational record, such as a dispatch or completed job, that a financial entry is created from.

The time between a lead arriving and the first human-quality reply. Under five minutes converts several times better than under an hour.

The difference between what the system says and what is on the shelf.

A document that goes from arrival to record with no person touching it.

The system of record for learners, enrolments, attendance and results.

A request from a person for the personal data an organisation holds about them.

Written acceptance from a transport, guide, venue or catering supplier that a booked service will be delivered.

The one place a fact about a customer, order or job lives, which every other tool reads from.

A short written summary of what changed last week and what needs a decision.

Checking that the invoice, the purchase order and the goods receipt agree on items, quantities and prices before paying.

How long a new customer takes to reach the moment the product proves useful.

Days between a customer committing and the first working session with them.

The difference in price or quantity you accept before an invoice becomes an exception.

An invoice captured, matched, approved and posted without anyone editing it.

A gated site where approved business customers see their own prices, live stock and order status, and place orders.

Deciding what a ticket is, how urgent it is, and who should handle it, before a person reads it.

Work delivered that has not yet been invoiced. A leak that automation makes visible.

The assembled application, documents and figures an underwriter reviews before making a decision.

Write a record by its key: update it if it exists, create it if it does not. The basis of syncs that survive retries.

A change to the agreed scope of work, usually extra work, that should be priced and approved before it is done.

An application generated largely by AI coding tools, often shipped without a review of security, data handling or failure modes.

Offering a cancelled slot to waiting patients automatically, in order.

Time recorded on a matter that has not yet been billed.