CRM templates, checklists & worksheets
Practical resources for choosing, implementing and improving CRM software — downloadable Excel and PDF artifacts, not long articles.
Buying stage
Type
CHECKLIST · EVALUATE
CRM Evaluation Checklist
Run the same evidence-based checks on every shortlisted CRM during demos and trials.
Excel + PDF · 30–60 min / vendor
TEMPLATE · DEFINE
CRM Requirements Template
Capture must-haves, constraints, and acceptance checks before shortlisting.
Excel + PDF · 1–3 hours
SCORECARD · EVALUATE
CRM Vendor Scorecard
Score shortlisted CRMs on weighted criteria with evidence confidence and must-have gates.
Excel + PDF · After demos / trials — half-day to multi-day
RFP TEMPLATE · VALIDATE
CRM RFP Template
Issue a structured CRM RFP so vendors return comparable responses, pricing, and implementation assumptions.
Excel + PDF · Half-day to customise; vendor response window separate
CHECKLIST · EVALUATE
CRM Demo Checklist
Run buyer-led CRM demos with identical live scenarios and same-day scores.
Excel + PDF · 45–90 min / demo
IMPLEMENTATION TEMPLATE · IMPLEMENT
CRM Implementation Checklist
Deliver CRM rollout with object/stage/sync gates and pilot exit criteria.
Excel + PDF · Ongoing through rollout
MIGRATION TEMPLATE · IMPLEMENT
CRM Migration Checklist
Move CRM data safely with mapping, dry-run, cutover, and rollback gates.
Excel + PDF · Per migration wave
CHECKLIST · IMPLEMENT
CRM Go-Live Checklist
Launch CRM with sync heartbeat, seat roster, and day-one hygiene.
Excel + PDF · 1–2 days around cutover
PLANNING PACK · IMPLEMENT
CRM Training Plan
Plan role-based CRM training so adoption sticks after go-live.
Excel + PDF · 2–6 hours to plan
MIGRATION TEMPLATE · IMPLEMENT
CRM Data Migration Template
Inventory CRM objects, volumes, owners, and load order.
Excel + PDF · 2–8 hours
MIGRATION TEMPLATE · IMPLEMENT
CRM Field Mapping Template
Map source→target CRM objects and fields with transforms, value maps, owners, and migration readiness.
Excel + PDF · Per object set — workshop to multi-day
AUDIT TEMPLATE · VALIDATE
CRM Security Checklist
Review SSO, roles, exports, email-sync privacy, and access reviews.
Excel + PDF · 2–6 hours
MATRIX · DECIDE
CRM Decision Matrix
Compare CRM finalists with must-have gates, weighted criteria, evidence, cost and risk — then recommend.
Excel + PDF · Half-day to multi-day
DECISION TEMPLATE · DECIDE
CRM Business Case Template
Build an approval-ready CRM business case with current-state cost, options, TCO, benefits, risks, and the decision ask.
Excel + PDF · Half-day to multi-day
AUDIT TEMPLATE · OPTIMIZE
CRM Optimization Checklist
Improve live CRM adoption, hygiene, reporting trust, and automation debt.
Excel + PDF · Half-day review
AUDIT TEMPLATE · OPTIMIZE
CRM Cleanup Checklist
Clean duplicates, stale owners, unused fields, and orphan automations safely.
Excel + PDF · Ongoing sprints
WORKSHEET · IMPLEMENT
CRM UAT Test Script Worksheet
Run the same user-acceptance cases, with evidence, before CRM cutover.
Excel + PDF · Half day to script; hours to run
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