CRM data quality
Check critical fields, duplicate handling, consistency, and ownership.
FREE PRACTICAL GUIDE
Your GTM stack is only as good as the systems connecting it.
A practical audit to help you spot gaps in CRM data, lifecycle management, automation, integrations, and reporting—and decide what to fix first.
- ✓ Review six critical areas of your GTM operations
- ✓ Capture evidence instead of relying on assumptions
- ✓ Turn findings into an owned, prioritized action plan
Built as a working document—not another checklist to tick off and forget.
WHAT YOU'LL REVIEW
Find the weak links behind your GTM motion.
Sometimes the systems you already have aren't working together as intended.
Lifecycle & handoffs
Review stage definitions, entry criteria, rejection paths, and team alignment.
Automation reliability
Inspect workflow triggers, exceptions, failures, and overlapping actions.
Integrations & data flow
Trace records across systems and look for overwritten, delayed, or missing values.
Attribution & reporting
Validate metric definitions, campaign tracking, and differences between reports.
Stack efficiency
Spot overlapping tools, manual workarounds, adoption gaps, and unclear ownership.
MORE THAN A TICK-BOX EXERCISE
Know what’s working, what isn’t, and what you still need to verify.
Inspect
Review the processes and systems behind your GTM motion.
Verify
Capture evidence from records, workflow history, reports, and test cases.
Prioritize
Record impact, effort, owner, and next action for each finding.