Tools

CRM Readiness Checklist

Five questions, answered honestly, with an immediate result and no email required. Nothing you enter here is sent anywhere.

More than one person touches leads or scheduling in your business.

Open leads and quotes currently live somewhere inconsistent (notebook, texts, memory).

You've already tried a shared spreadsheet or basic system and outgrown it.

Your intake and follow-up process is documented, not just known by one person.

Your team is willing to consistently use a shared system, not just you.