/ Checklist
Answer eight quick questions to score the health of your CRM and find the gaps that are quietly costing you revenue.
More than 80% of my sales team logs into the CRM at least weekly.
Our pipeline stages match our actual sales process.
We have little to no duplicate or incomplete records.
Leadership trusts the reports coming out of our CRM.
Lead data is captured automatically, not entered by hand.
Every opportunity has a clear next step and a date.
We regularly clean and maintain our CRM data.
Our CRM automates tasks like reminders and status updates.
0% — Not started
This scores how well your CRM is set up and adopted. Answer the questions to see your score.
Bring your results to a free Revenue Leak & Automation Audit and we will turn them into a prioritized plan — no obligation.