JALFREDDE — CRM READINESS CHECKLIST
https://jalfredde.com/resources

Use this checklist to define the work before choosing a platform.
No customer records or confidential information are needed to start.

1. THE CUSTOMER JOURNEY
[ ] List inquiry channels: forms, email, calls, referrals, or messaging.
[ ] Write the steps from inquiry to quote, decision, and handover.
[ ] Name the person who owns each next action.
[ ] Define what makes an inquiry suitable or unsuitable.
[ ] Record what happens when the owner is absent.

2. THE INFORMATION
[ ] Separate people, companies, opportunities, and activities.
[ ] List fields needed at each stage; explain why each is needed.
[ ] Identify the authoritative system for each important value.
[ ] Define duplicate matching and uncertain-match review.
[ ] Preserve source identifiers and a controlled source export.

3. PLATFORM AND ACCESS
[ ] Test one realistic customer scenario in the actual edition.
[ ] Verify required connectors, actions, and permissions.
[ ] Confirm licenses, usage charges, and integration dependencies.
[ ] Name the business account owner and administrator.
[ ] Test an export and review the exit arrangements.

4. AUTOMATION AND RECOVERY
[ ] Specify the event, condition, action, and stop rule.
[ ] Test duplicate submissions, missing data, and API failures.
[ ] Identify which steps require a human review.
[ ] Name the person who monitors errors and exceptions.
[ ] Document safe retry and manual recovery.

5. LAUNCH AND VALUE
[ ] Agree deliverables, exclusions, timeline, and acceptance checks.
[ ] Reconcile record counts and sample relationships after import.
[ ] Define the cutover and how in-flight updates are captured.
[ ] Train each role on its daily tasks.
[ ] Measure baseline effort and review actual pilot outcomes.

PRIORITY WORKSHEET
The first workflow we want to improve:
The tools involved:
The person responsible:
The problem we can observe:
The outcome we will check:
The dependencies and unknowns:

Need help applying it? Request a scoped CRM audit or automation pilot:
https://jalfredde.com/services/engagements

Prepared 11 October 2026. Educational planning aid; confirm product,
contractual, and data requirements for your own circumstances.