CRM Health Score

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

How many contacts are in your CRM

Under 250

250-1,000

1,000–3,000

3,000+

4

Do you regularly clean duplicates and outdated contacts?

Never

Once a year

Quarterly or more

5

Do you actively use CRM stages (Lead, Hot, Warm, Cold, Past Client, etc.)?

No

Inconsistently

Every deal is properly staged

6

How many leads are currently sitting in “New” or “Uncontacted” stage?

I don't know

50+

20+

Under 10

7

What is your average contact attempts per new lead?

1–2 attempts

3–5 attempts

6–8 attempts

9+ attempts

8

Do your leads always have a “Next Follow-Up Date” assigned?

Frequently missing

Sometimes missing

Never missing

9

How many appointments did you set in the last 30 days?

Not sure

1-3

4-7

10

Do you track which scheduled appointments were attended vs. missed?

Not tracked

Sometimes

All outcomes are tracked

11

Do you track which lead source converts best?

No

Somewhat

Yes, tracked consistently

12

How often do you review CRM reports?

Never

Quarterly

Monthly

13

What’s the biggest bottleneck in your CRM right now?

Generating leads

Following up consistently

Converting to appointments

Tracking deals

Reporting & numbers

All of the above

14

Is there anything specific you'd like help fixing?

15

Your CRM Health ScoreHit NEXT to see what these results mean