Map the starting point of your operation

Before turning on any module, you need to see where things stand today:

Which systems do you already use?

E.g.: CRM, sales spreadsheets, marketing tools, support.

Who are the main teams?

Growth, marketing, sales, CS, finance, operations.

What are the goals for the next 3–6 months?

Increase MRR? Reduce CAC? Improve retention? Shorten sales cycles?

WarningIf you don't define where you want to go and who's involved, the implementation becomes just “granting access” and no one really uses the system.

Define priority modules and integrations

The playbook doesn't try to activate everything at once. The idea is to start small and functional:

Choose 1–3 major goals for Centriu (e.g.: have a growth command center, organize the sales funnel, centralize support).
List which modules go into the first cycle (e.g.: Vesper, Gauge, Run, Orbit).
Define the minimum integrations: Revenue sources (ERP, spreadsheet, gateway), Lead sources and Support channels.

Organize access, profiles and responsibilities

Implementation stalls when no one knows who does what.

Who is the owner?

It's the person who ensures the implementation doesn't die halfway through.

Access profiles

Admin, Growth Lead, Analyst, Support, Leadership.

Include this in the playbook as a simple “who does what” chart.

Build the usage routine from day one

A system without a routine becomes decoration. The playbook provides ready-made agenda templates.

Suggested Routines

Weekly (30-45 min)Review key metrics.

Monthly (Retrospective)Adjust goals, channels and processes.

How Centriu helps with implementation

VesperStrategy hub with frameworks (PESTLE, SOAR, ICP). Connect company goals to projects and squads.

GaugeMetrics, dashboards and ROI. Centralize MRR, revenue, funnel, LTV, CAC.

RunProject execution. Organize backlog, tests, owners and deadlines.

OrbitSales funnel and CRM. Control stages, conversions and opportunities.

Implementation in 7 days (practical suggestion)

Day 1–2

Define Centriu's goals, the teams involved and the owners.
Choose the modules that go into the first cycle.
Create users and access profiles.

Day 3–4

Connect the essential data sources (revenue, leads, opportunities).
Set up the main funnel and required fields.

Day 5–6

Build the first dashboards (MRR/Revenue, funnel, channels).
Run the first quick training with the teams that will use it.

Day 7

Do the first official reading of the data in Centriu.
Record decisions and list the next 3 adjustments.

Ready to implement Centriu with confidence?

Start by using the Implementation Playbook and get a clear roadmap to put the platform at the center of your operation.

Centriu Implementation Playbook