Templates

CRM & Automation Templates

Practical templates for the parts of CRM work that usually live only in people's heads: audit checklists, lifecycle maps, data dictionaries, automation requirements and lead routing rules. Each one is printable and written so a CRM or marketing ops manager can fill it in and use it straight away.

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TemplatesCRM Audit ChecklistA printable checklist for reviewing CRM data, lifecycle stages, routing, automation, integrations, consent and reporting, with a simple way to record and…
TemplatesCRM Automation RequirementsA requirement spec for any CRM workflow or flow: the trigger, conditions, exclusions, timing, actions, re-entry rules, expected outcome and acceptance criteria,…
TemplatesCRM Data DictionaryA field-by-field structure for documenting your CRM properties: what each one means, its type and allowed values, who owns it, where the…
TemplatesCustomer Lifecycle MapA fill-in structure for defining each customer stage: what it means, how records enter and leave, which events matter, who owns it,…
TemplatesHubSpot Workflow ChecklistA build and review checklist for HubSpot workflows covering enrollment triggers, re-enrollment, unenrollment and suppression segments, goals, timing settings, branches, actions and…
TemplatesKlaviyo Flow ChecklistA build and review checklist for Klaviyo flows: triggers, trigger filters, profile filters, splits, time delays, Smart Sending, message status, consent and…
TemplatesLead Routing WorkbookA workbook for designing and documenting lead routing: lead sources, routing data, team roster, rules in priority order, fallbacks, response-time targets, exceptions…
TemplatesWorkflow QA ChecklistA pre-launch and post-launch checklist for testing any CRM workflow, flow or automation: triggers, conditions, timing, actions, messages, data updates and monitoring.

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