CRM Readiness Checklist

Use this checklist as a practical internal review. Mark each item only when you have verified it. The checklist is guidance, not a guarantee of business or advertising results.

Lead sources are listed

Pipeline stages have clear definitions

Lead owner rules are agreed

Follow-up actions and SLAs are defined

Quotation process is documented

Payment milestones are defined

Client conversion rule is clear

Duplicate lead handling is decided

Required reports are listed

Roles and permissions are documented