Worksheet

CRM need checklist

Tick each statement that is true today. Leads are recorded outside any shared system, follow-ups are missed weekly, nobody can see pipeline value without asking around, and customer history leaves with departing staff. Three or more ticks mean act.

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 “Signs That Your Business Needs a CRM”, www.gullysystem.com/blog/signs-that-your-business-needs-a-crm