Free checklist

CRM Hygiene Checklist for Small Teams

If your pipeline feels messier than it should, this checklist helps you clean up the basics fast: owners, stages, follow-up dates, stale leads, and record quality.

What it helps with
  • active leads are not clearly owned
  • pipeline stages feel vague or inconsistent
  • follow-up dates are missing
  • stale records clutter the active view
  • your inbox is carrying too much of the process
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What you get
Record ownershipQuick checks for who owns active leads and where responsibility is falling through.
Stage claritySimple prompts for fixing vague stages and mixed active/dead pipeline views.
Next-step disciplineChecks for follow-up dates, next actions, and stale records.
Why start here

A lot of sales-process pain is not really a tooling problem. It is a hygiene problem. This checklist gives you the fastest way to see whether the basics are stable before you buy or build something bigger.

Next step

If the checklist shows that the problem is bigger than cleanup alone, you have two clean next moves. Use the live Pipeline Review App when you want the more complete recurring product. Use the Starter Pack when you want the lighter downloadable companion.

The app requires a free account, includes one CSV upload + analysis trial, and then moves to a $39/month subscription. The pack is the cheaper one-time kit.

Create a free account and try the app See the companion pack Compare all three options