§ CRM CLEANUP ROADMAP

Map which spreadsheets should stay, which should merge, and what to automate first.

If you're running customers, leads, quotes, follow-ups or renewals out of spreadsheets — this session builds the order you should fix it in.

Book the session Start with the SOP library

§ WHAT WE'LL LOOK AT

Four things we'll cover.

Which of your current spreadsheets should stay as spreadsheets
Which need to merge into a single source of truth
Which should move into a CRM (and which CRM fits your size)
What to automate first — and what to leave manual until later

Same Roadmap Session product underneath — same price (free), same delivery, same scope. The focus parameter just shapes the conversation so we use the time well.