Worksheet

Data location register

A one-page register with record types as rows and regions as columns, each cell marked held, not held or unknown. Extra columns hold the vendor, the contract clause, the adviser’s answer with date, the owner and the review date. A short block at the foot lists open questions.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Where to store customer data: what to map and ask your adviser”, www.gullysystem.com/blog/where-to-store-customer-data-what-to-map-and-ask-your-adviser