Free Helpdesk CRM Starter Checklist

Free Helpdesk CRM Starter Checklist

Getting your customer support organized doesn't have to be complicated.

This free checklist gives you a simple starting point for setting up a practical Helpdesk CRM process — from customer information and ticket management to SLAs, ticket statuses, KPIs and escalation.

Inside this checklist, you'll learn how to:

✓ Organize essential customer information

✓ Set up the key information for support tickets

✓ Create simple ticket statuses

✓ Define priority and SLA rules

✓ Track important customer support KPIs

✓ Create a basic escalation process

✓ Review your support process each week

✓ Follow a simple Helpdesk CRM workflow

What's included:

• Customer Information Checklist

• Ticket Information Checklist

• SLA Checklist

• Ticket Status Workflow

• Customer Support KPI Checklist

• Escalation Checklist

• Basic CRM Workflow

• 15-Minute Setup Check

Who is this for?

This starter checklist is useful for small businesses, customer support teams, freelancers and anyone who wants to bring more structure to their customer support process.

Start small. Get organized. Build a better support process.



Download the free checklist and use it as your starting point.