Collect deliberately
Identify required contact, service and scheduling fields. Avoid requesting sensitive information without a justified business purpose and approved controls.
DATA & ACCOUNTABILITY
Customer data deserves
an operating plan.
A practical framework for defining data ownership and processing responsibilities before an AI revenue deployment goes live.
DATA GOVERNANCE
Know how information moves through a deployment.
Actual subprocessors, retention periods and contractual requirements must be confirmed for each engagement. This page describes Mavenu’s proposed operating approach—not a certification or claim that a customer system is already deployed.
Confirm permissions
Map who may access, change, export and act on client records. Assign human approval to material decisions and externally facing changes.
Limit the workflow
Use configured systems and approved knowledge; distinguish normal automation, AI reasoning, and escalation where human intervention is needed.
Set a documented schedule
Record the applicable contractual, legal and platform retention rules before production. No universal deletion period is implied.
Prepare an exit
Define permitted data export, offboarding roles, credential revocation, resource shutdown and client record handoff before the engagement begins.
Keep evidence
Maintain access reviews, incident records, approved changes and deletion/export confirmations where supported and contractually required.
WHAT A CLIENT SHOULD REQUEST
Six questions before connecting live data.
- Which systems and vendors will process the information?
- Who owns and administers the CRM, phone number and customer records?
- What kinds of data are prohibited from collection or AI processing?
- What are the retention, export, deletion and backup responsibilities?
- What communication permissions and opt-out controls apply?
- Who receives incidents and signs off before production changes?
Review procurement and security questions ↗ Read our proposed data & AI practices ↗
BEFORE ACTIVATION
Agree on ownership.
Then connect the systems.
Include data flow and offboarding in your revenue operations scope.