A 24-point checklist across five areas — sales process clarity, data readiness, team & adoption, automation opportunities and integrations — with an honest scoring guide telling you where to focus first. Score yourself before you spend a rupee on software.
A printable, no-nonsense checklist you can score honestly in one sitting — built from the questions I ask at the start of an implementation.
Your stages, lead sources, qualification and owners — plus how quickly new leads actually get a response.
Where your data lives today, what to keep or archive, duplicates, the field list you need and who owns data quality.
A named champion, clear roles, time set aside for training, the why behind the change and how you'll measure success in the first 90 days.
Missed follow-ups, routing, alerts, reports and approvals — the repetitive work a CRM should take off your plate.
Email & calendar, phone & WhatsApp, finance tools and website forms — what needs to connect from day one.
The checklist ends with a simple scoring guide — bands for 20–24, 13–19 and 0–12 ticks — so you know whether to start with process or software.
If any of these sound familiar, the checklist is a quick way to see where you stand:
Pop in your details and the download unlocks instantly — then print it and score your business honestly.
Instant download. No spam — just the occasional practical CRM insight.
Sorry — that didn't send. Please try again, or email shubham.singh@evoluz.tech and I'll reply with the checklist.
If the checklist says you're ready, the next step is a structured rollout — see how I run one on the Zoho CRM implementation page, or browse the case studies to see how these projects play out for real teams.
Bring your scored checklist to a free audit and we'll turn it into a practical plan — or skip the scoring and start with a conversation. No obligation.