Small-Team CRM Import & Follow-Up Workbook

A practical offline PDF workbook for small teams preparing a contact or lead export before moving it into a CRM.

Includes a pre-import decision page, record inventory, source-to-target field map, duplicate review queue, contact-quality checks, follow-up queue, test-import log, post-import spot-check checklist, operating cadence table, and a synthetic worked example.

This is a one-time digital download. It does not connect to a CRM, upload or transform your file, inspect protected data, provide legal or tax advice, or guarantee a successful import, conversion, revenue, or business result. You remain responsible for permissions, backups, testing, retention, and platform-specific requirements.