Walk me through your first 30 days as the new owner of an Account Engagement instance.

Weeks one and two are audit, not change. I would inventory what exists: active automation rules and how many of the limit remain, dynamic lists, engagement programmes currently running, forms and form handlers in use, and the connector's sync error backlog. I would look at the scoring model and grading profiles and ask whether anyone can explain why the numbers are what they are.

In parallel I would talk to sales — what they receive, whether they trust it, what they wish they knew — and to whoever owns the Salesforce side.

Week three I would prioritise. Typically the quick wins are a stalled sync error queue, nurture programmes that are running but sending to nobody, and forms that are collecting fields nobody uses.

Week four I would propose a plan with a clear separation between fixes that are safe to make immediately and structural changes — rescoring, re-architecting the lifecycle — that need agreement and a proper test. I would want at least one visible improvement shipped inside the month, and documentation of what I found, because the usual reason these instances degrade is that nobody wrote anything down.