Free Checklist Templates for Crm

Crm

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After-Sales Follow-Up Checklist

Post-Purchase Survey

Pull the past week's transaction list

Segment customers by basket size and category

Send NPS and CSAT survey via Klaviyo

Attach a 10% loyalty coupon as survey incentive

Log survey response rate and NPS

Product Usage Outreach

Call high-ticket customers within 14 days

Send category-specific care guide

Confirm whether the customer is satisfied

Book a fitting or styling session if requested

Warranty and Support

Email warranty terms and coverage period

Link the RMA portal and return policy

Share store and manufacturer support contacts

Loyalty Program Enrollment

Check loyalty enrollment status in the CRM

Invite unenrolled customers to the rewards tier

Walk through points, perks, and birthday reward

Confirm sign-up and apply welcome bonus

Feedback and Issue Resolution

Review survey responses for detractors

Categorize the customer's overall sentiment

Open a service-recovery ticket for the detractor

Resolve the issue and document the outcome

Cross-Sell and Repeat Purchase

Pull purchase history and category affinities

Build a personalized recommendation list

Send a tailored replenishment or bundle offer

Log campaign attribution and revenue lift

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CRM Data Entry Checklist

Customer Record Setup

Pull or create the Shopify customer profile

Validate the shipping address against the carrier

Confirm email and Klaviyo marketing consent

Capture phone and SMS marketing consent

Sync the subscriber to Postscript

Check for duplicate customer profiles

Order and Transaction Detail

Log the order ID and sales channel

Record SKUs and quantities ordered

Note the order date and promised ship date

Capture payment method and processor charge ID

Flag gift messages or special handling notes

Customer Interaction Logging

Timestamp the interaction in Gorgias

Tag the interaction channel

Summarize the contact reason and resolution

Apply Gorgias tags for the contact reason

Route the ticket to the responsible owner

Data Quality and Compliance Review

Verify GDPR and CCPA consent flags

Merge the duplicate customer record

Sign off on the CRM record

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CRM Implementation Checklist

Discovery & Requirements

Document the ICP and account segments

Map current-state lead lifecycle stages

Inventory data sources and required fields

Confirm privacy and consent requirements

Platform Selection

Score CRM vendors against the requirements

Confirm the selected CRM platform

Review the GDPR data processing addendum

Provision the sandbox environment

Build & Integration

Configure lifecycle fields and picklists

Connect the marketing automation platform

Build the lead routing and scoring rules

Wire UTM capture and GA4 client ID

Migrate and dedupe the existing contact list

Testing & Launch

Run end-to-end UAT on the lead lifecycle

Fix UAT defects before promotion

Train sales and marketing on the new CRM

Promote configuration to production

Post-Launch Optimization

Review attribution and pipeline reporting

Audit data hygiene and duplicates

Collect rep feedback and prioritize backlog

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CRM Setup Checklist

Customer Data Preparation

Audit customer records across all channels

Deduplicate and normalize contact data

Export the consent ledger per platform

Confirm regulatory scope for the program

CRM Configuration and Integration

Provision the CRM platform and seats

Configure user roles and permissions

Build custom properties for AOV, LTV, and RFM

Connect Shopify and marketplace data feeds

Connect ad platforms, helpdesk, and reviews

Compliance and Team Rollout

Document the data dictionary and segments

Document the GDPR data subject access process

Run role-based training sessions

Set up the CRM support channel and macros

Automation and Workflows

Build the welcome flow for new subscribers

Build the abandoned-cart flow with order-status guard

Build the post-purchase review request flow

Build the SMS welcome flow with TCPA disclosures

Run end-to-end tests with seed accounts

Monitoring and Optimization

Define KPIs and reporting cadence

Set up the weekly performance dashboard

Audit data sync and deliverability monthly

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Customer Loyalty Program Launch Checklist

Strategy and Program Structure

Set loyalty KPIs and target lift

Choose the program model

Model the earn-and-burn economics

Define member segments and target audience

Rewards and Rules Design

Set the points earn rate

Build the tier thresholds and benefits matrix

Write the point expiration and breakage policy

Draft the program terms and conditions

Platform and POS Integration

Select the loyalty platform

Configure POS and e-commerce integration

Configure recurring billing for paid membership

Validate analytics and member reporting

Run UAT across in-store and online flows

Resolve UAT defects and re-test

Branding, Marketing, and Staff Training

Finalize program name and visual identity

Produce in-store signage and counter cards

Build the launch email and SMS sequence

Train store teams on enrollment scripts

Soft Launch and Go-Live

Run a soft launch at one pilot store

Review soft launch results with operations

Launch chain-wide and issue press release

Post-Launch Management

Send the first-redemption nudge

Hold the 30-day program health review

Hold the 90-day strategic review

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Ecommerce Customer Onboarding Checklist

Welcome Series and Account Setup

Audit the signup form fields

Verify double opt-in and consent timestamps

Confirm whether SMS marketing is enabled

Review TCPA consent language for SMS

Test welcome email delivery and rendering

Profile Enrichment and Preferences

Check zero-party data quiz status

Draft a zero-party quiz launch plan

Verify Shopify address validation rules

Test Shop Pay and PayPal save flow

Review the preference center and unsubscribe logic

First Purchase Activation

Validate the first-purchase discount code

Audit Klaviyo abandoned cart flow performance

Test on-site product recommendation blocks

Confirm GA4 checkout funnel events

Post-Purchase Follow-Up

Audit order confirmation email content

Verify carrier tracking notifications from the 3PL

Schedule the Yotpo review request window

Configure the post-purchase cross-sell flow

Sign off on the onboarding journey audit

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Loyalty Program Management Checklist

Program Design

Define program objectives and target KPIs

Segment the customer base by RFM

Set earn rate and tier thresholds

Document the redemption workflow at POS

Technology and Integration

Select the loyalty platform

Confirm POS and e-commerce integration

Log integration defects with the platform vendor

Validate PCI scope of customer data flow

Legal and Compliance

Draft the program terms and conditions

Update the privacy notice for CCPA and GDPR

Confirm state escheatment treatment of point liability

Launch Marketing and Staff Training

Build the multi-channel launch plan

Produce in-store signage and register collateral

Train store teams on enrollment and redemption

Run the soft-launch pilot in two stores

Address pilot findings before chain-wide launch

Member Engagement

Build the new-member welcome series

Schedule segmented promotions by tier

Plan the top-tier exclusive event

Performance Review

Pull the monthly KPI dashboard

Reconcile point liability with finance

Approve adjustments to earn rate or tier thresholds

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Real Estate CRM Setup Checklist

CRM Selection and Account Setup

Confirm the CRM platform decision

Provision admin and broker accounts

Configure agent roles and permission groups

Apply brokerage branding and email signatures

Data Migration and Database Hygiene

Export contacts from the prior system

Map fields to the new CRM schema

Import contacts and verify lead-source tagging

Dedupe contacts and merge duplicate records

Add custom fields for real estate workflow

Pipeline and Automation Configuration

Define pipeline stages for buyers and sellers

Build the new-lead speed-to-lead drip

Configure round-robin lead routing rules

Set the lead-source routing branch

Build drips per paid lead source

Build long-term nurture and home-anniversary touches

Integrations and Lead Capture

Connect IDX website lead capture forms

Connect Zillow and Realtor.com lead feeds

Connect ShowingTime and the lockbox system

Connect the transaction management system

Verify two-way email and calendar sync

Agent Rollout and Go-Live

Run agent training on pipeline and mobile app

Publish the CRM playbook and quick-reference

Confirm fair-housing review of all templates

Rework flagged templates and re-submit for review

Sign off on go-live and ongoing support cadence

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