Free CRM Readiness Checklist for Small Business

Check 20 items across lead capture, follow-up, organization, post-sale, and reporting. Get a scored assessment of your CRM gaps.

CRM Readiness Checklist

Check every item your business currently has. Get a score and see what gaps are costing you leads.

Lead Capture

Every contact form on your website sends leads somewhere trackable

Missed calls trigger an automatic text-back response

Chat or chat widget captures visitor name, email, and phone

Ad leads from Google or Facebook flow directly into your system

Lead Organization

All leads are stored in a single CRM, not scattered across texts and spreadsheets

Each lead has a source tag so you know where it came from

Leads have a clear pipeline stage: new, contacted, quoted, booked, closed, lost

Your team can see the full history of every contact in one place

Follow-Up Speed

New leads receive an automated response within 5 minutes

After the first contact, there is an automated follow-up sequence

Leads that go cold after a quote get a reactivation message

No-show or cancelled appointments trigger a rebook sequence

After the Sale

Completed jobs automatically trigger a review request

Past customers receive follow-up for repeat service or referrals

Birthday, anniversary, or seasonal offers are sent automatically

Reporting & Visibility

You know your lead volume by source each month

You know your current close rate from lead to customer

You can see which campaign or channel produces the most revenue

Your team gets alerts when a lead has not been contacted within 24 hours

You review your pipeline and follow-up gaps at least once a week

Get a free personal audit of your website, SEO, CRM, and lead flow.

Helping the little guy become big. Complete marketing systems for small businesses nationwide.

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