The 40-Point CRM Audit Checklist
Find out what's actually broken in your Salesforce or HubSpot before you rebuild it.
What's Inside?
A 40-point audit split into five scored sections
Exactly what to pull before you start, so nothing stalls mid-audit
Plain-language checks — no Salesforce certification required
A scoring model that tells you which section to fix first
The two questions that expose a broken pipeline in under a minute
Who it's for?
RevOps and Sales Ops leads inheriting a system someone else built
Founders and CROs who suspect the pipeline numbers are wrong
Anyone about to migrate CRMs who wants to know what not to bring along
Why we build this
This is the audit we run in week one of every engagement. We kept rebuilding the same doc for each client, so we standardized it. Most of what it surfaces isn't a platform problem — it's configuration nobody owns. You can run it yourself. If the results are worse than you expected, that's useful information either way.
Questions before you download
To send you the file. You'll also get an occasional email when we publish something new — one a month at most, unsubscribe in one click.
No. Downloading this doesn't put you in a sales sequence. If you want to talk, there's a button at the bottom.
Yes. It's the working document from our client engagements. If it helps you fix things yourself, good.