Winding down a company means cancelling dozens of subscriptions. Before you shut off the CRM, the helpdesk and the shared drive, pause. Those records may be worth licensing to an AI data buyer, and once a provider deletes them, they are gone.
Before you cancel anything
- List every system the company used: email, CRM, helpdesk, project tools, shared drives, accounting.
- Find out how long each provider keeps data after an account is cancelled.
- Export what you can, and store it somewhere safe that you control.
- Decide, with your lawyer, who will have authority over the company's records after it closes.
See if your company's data can be licensed
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Records worth keeping
- SOPs and training material
- Support tickets and QA logs
- CRM data and sales notes
- Project files and operating reports
- Internal wikis and shared documents
Then check your fit
If the company had roughly 20–30 or more people at peak and ran for a couple of years or more, it is worth a quick fit check. It takes about two minutes and there is no cost.