Worksheet

Sales-team adoption plan

A four-week rollout plan. Week one covers shadowing, week two cuts fields and duplicate entry, week three sets mobile flows and reminders, and week four trains champions and fixes the review slot. A monthly check compares next-step coverage with login counts after the fourth week, so shallow adoption shows up early instead of at the next forecast review.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Improve CRM Adoption Among Sales Employees”, www.gullysystem.com/blog/how-to-improve-crm-adoption-among-sales-employees