Is the CRM cleanup checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for the office

CRM cleanup checklist with every task dated from the day you start

Two weeks to a clean contact list: duplicates merged, dead leads closed, every contact given a stage and an owner.

2 sections
10 tasks
Opens as a list
Dated from day 1

CRM cleanup sprint

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Week one

Run the duplicates check and mergeDay 2High
Define "dead": no reply in six monthsDay 2
Close or delete the dead leadsDay 3
Fill in missing stagesDay 4
Fill in missing ownersDay 5

Week two

Every open lead gets a next action with a dateDay 9High
Standardise the tags: drop the ones used onceDay 10
Import anything still living in spreadsheetsDay 11
Agree the hygiene rules with the advisorsDay 12New contact: stage, owner, source, next action. Every time.
Monthly hygiene checkEvery 1st of the month

About this template

A CRM nobody trusts is one nobody uses. This sprint fixes it in two weeks: merge the duplicates, close or delete the dead leads, put every contact in a stage with an owner and a next action.

Tips from the template

Do it in the order given; duplicates first or you clean the same person twice.
Set a rule for "dead" (no reply in six months) and apply it without sentiment.
Nothing leaves the sprint without an owner and a next action.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find CRM cleanup sprint and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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