CRM Weekly Checklist - Sample

Use this Workflow

Please Note: This sample checklist represents the flow of actions when utilizing Aspire Software.

Aspire Duties

    No open issues are past due

    Issues are not open longer than 14 days

    All CARE calls are entered in Aspire with client rating and a full description of client feedback

    CARE call ratings

    5= Excellence and client would advocate for GreenEarth
    4= Impressed
    3= Satisfied
    2= Improvement needed.
    1= Relationship at risk

    Client Feedback:

    • What if anything does the client feel needs to be improved
    • Does the client have any upcoming needs or enhancements
    • Is there a budget for the enhancements
    • Can the client offer a referal

    Validate client contact info is accurate in Aspire

    Schedule CARE calls for next week, creating a CARE call Aspire task with a due date of the scheduled meeting.  This will provide Operations notice of the CARE call and allow for the opportunity to ensure the property is in good shape.

    Property Inspection Reports are prepared for upcoming CARE call meetings.  These reports are a tool to communicate to our clients what services have been performed, what services will be performed soon, enhancement ideas/solutions, and brag about the great results our team is providing. 

    All relevant client communication including phone calls, emails, or in person, have been documented in Aspire for future reference.

    • 90 days from end date, renewal is processed
    • Client communication regarding price increases and/or new signature is in place no later than 30 days from end date.
    • Opportunity is marked as won 30 days from end date providing adequate time for operations to managed work tickets

    Review and manage your Enhancement Pipeline in the following areas:

    • Anticipated close date. Managing your Enhancement pipeline and anticipated closed dates allows the company to more accurately forecast a backlog.
    • Probability – How confident are you that this opportunity will be accepted by the client? Below are the 4 options that should be used when providing the probability on the opportunity.
      15% = not likely
      30% = we have a chance
      60% = likely going to close this deal
      90% = going to close, just don't have ink yet
    • Created date - Generally, when the days between the created date and anticipated close date are greater than 90 days, the likelihood of closing becomes less.
    • Estimated GM % - Keep an eye out for trends with estimated margins. This correlates to our ability to meet our projected gross margin.

    Any cancellations have been processed, and your tasks have been updated. 

Personal/Professional Development

    I have read/watched/listened to something that encourages personal or professional development and I am ready to share some take-aways with the team. 

    Example: watched a TedTalk, read a book, listened to a podcast, etc.