CRM HYGIENE CHECKLIST (MONTHLY)
================================

A simple monthly routine to keep your CRM accurate and actually useful.
Time required: ~30-45 minutes


SECTION 1: CONTACTS (10 mins)
------------------------------
[ ] 1. Merge duplicate contacts (email match)
[ ] 2. Merge duplicate contacts (phone match)
[ ] 3. Fill missing emails/phones for active contacts
[ ] 4. Standardise company names (no variants)
[ ] 5. Remove obvious junk/spam contacts
[ ] 6. Confirm contact owner for top accounts
[ ] 7. Add a note for any "high value but no activity" contact


SECTION 2: PIPELINE / DEALS (15 mins)
--------------------------------------
[ ] 8. Close any deals stuck with no activity for 30+ days
[ ] 9. Ensure every open deal has a next step
[ ] 10. Ensure every open deal has a next follow-up date
[ ] 11. Check deal values are realistic (fix blank or $0 where needed)
[ ] 12. Move deals to the correct stage (no "maybe" stage abuse)
[ ] 13. Add a reason for every lost deal (short)
[ ] 14. Review top 10 deals by value for accuracy


SECTION 3: FOLLOW-UPS (10 mins)
--------------------------------
[ ] 15. Clear overdue follow-ups (today's first priority)
[ ] 16. Reassign follow-ups for owners who are away
[ ] 17. Remove follow-ups that no longer make sense
[ ] 18. Add follow-ups for "waiting" conversations with no date
[ ] 19. Check follow-up cadence isn't spamming (space it out)
[ ] 20. Add templates/macros for the 3 most repeated follow-up replies


SECTION 4: ACTIVITIES + NOTES (5 mins)
---------------------------------------
[ ] 21. Make sure last contact dates are updating correctly
[ ] 22. Add a short note for any deal with no context
[ ] 23. Log key calls/meetings from the last 7 days (if missing)
[ ] 24. Remove internal-only notes that should not be widely visible (privacy)


SECTION 5: REPORTING + RULES (5 mins)
--------------------------------------
[ ] 25. Confirm pipeline stages still match how you sell
[ ] 26. Confirm required fields are still minimal (remove bloat)
[ ] 27. Check permissions and visibility (who can see what)
[ ] 28. Assign one "CRM hygiene owner" for the next month


WHO SHOULD DO WHAT
-------------------
- Owner: runs the checklist and assigns fixes
- Each rep: fixes their own deals
- Admin/ops (if any): dedupe + permissions


Generated from: https://www.ralivi.com/tools/crm-hygiene-checklist