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CRM Health Audit
In 2 minutes, discover if your CRM is supporting growth or silently costing you deals.
14
Questions
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1
Name
*
This field is required.
First Name
Last Name
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2
Email
*
This field is required.
example@example.com
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3
How many contacts are in your CRM
Under 250
250-1,000
1,000–3,000
3,000+
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4
Do you regularly clean duplicates and outdated contacts?
Never
Once a year
Quarterly or more
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5
Do you actively use CRM stages (Lead, Hot, Warm, Cold, Past Client, etc.)?
No
Inconsistently
Every deal is properly staged
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6
How many leads are currently sitting in “New” or “Uncontacted” stage?
I don't know
50+
20+
Under 10
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7
What is your average contact attempts per new lead?
1–2 attempts
3–5 attempts
6–8 attempts
9+ attempts
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8
Do your leads always have a “Next Follow-Up Date” assigned?
Frequently missing
Sometimes missing
Never missing
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9
How many appointments did you set in the last 30 days?
Not sure
1-3
4-7
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10
Do you track which scheduled appointments were attended vs. missed?
Not tracked
Sometimes
All outcomes are tracked
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11
Do you track which lead source converts best?
No
Somewhat
Yes, tracked consistently
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12
How often do you review CRM reports?
Never
Quarterly
Monthly
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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
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14
Is there anything specific you'd like help fixing?
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15
Your CRM Health Score
Hit NEXT to see what these results mean
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