Templates and checklists
Plan on paper before you build
Copy any of these into a doc, spreadsheet, or notebook. Every template ties back to a specific week in the training path.
Pipeline planning worksheet
Draft stages and exit conditions before building.
Preview
- — List every pipeline
- — Draft 5–8 stages
- — Write exit condition per stage
Tag map worksheet
Group tags by category and lock a naming convention.
Preview
- — Source tags
- — Interest tags
- — Status tags
- — Campaign tags
Communication point map
Map every external and internal touchpoint.
Preview
- — Lead intake
- — Confirmation
- — Reminder
- — Follow-up
- — No-show
Calendar setup checklist
Availability, buffers, reminders, and connections.
Preview
- — Calendar type
- — Availability
- — Buffers
- — Reminders
- — Test booking
Workflow safety checklist
Prevent duplicate or runaway workflows.
Preview
- — One trigger
- — Named clearly
- — Stop conditions
- — Tested
Contact import checklist
Prepare, tag, and verify every import.
Preview
- — Clean CSV
- — Import tag
- — Field mapping
- — Smart list
- — Review
5-email nurture sequence planner
Plan the goal and timing before you design.
Preview
- — Goal
- — Sequence
- — CTAs
- — Timing
- — Workflow link
Form-to-workflow testing checklist
Verify the front-end feeds the CRM correctly.
Preview
- — Form live
- — Workflow connected
- — Tags applied
- — Pipeline stage set
Quarterly CRM audit checklist
A repeatable review of the whole build.
Preview
- — Pipelines
- — Tags
- — Workflows
- — Calendars
- — Reports
CRM cleanup checklist
Reduce sprawl without breaking active flows.
Preview
- — Deprecate old tags
- — Archive workflows
- — Merge duplicates