Free CRM Cleanup Scorecard
Find your biggest CRM risks in 15 minutes.
The free CRM Cleanup Scorecard helps you quickly assess five critical areas:
• Data quality
• Lifecycle and ownership
• Automation and routing
• Reporting and trust
• Governance and maintenance
Answer 15 practical questions using the built-in dropdowns. The Excel scorecard automatically calculates your overall CRM health score, shows your results by category, and identifies the first action to take in each area.
Your free download includes:
• Automated Excel scorecard
• Five category-level results
• Recommended first actions
• Two-page quick-start guide
• Guidance based on your final score
Designed for CRM administrators, RevOps and operations professionals, business-system owners, consultants, and small businesses using platforms such as HubSpot or Salesforce.
Ready to turn your results into a structured cleanup plan?
Get the complete CRM Cleanup & Operations Toolkit: