CRM Hygiene Scorecard

Is your CRM a system, or a liability?

Most CRMs are a graveyard of half-filled fields, stale records, and reports nobody trusts. This scorecard tells you exactly which layer of hygiene is dragging the rest down, and whether you're ready to put AI on top of it.

Takes ~3 minutesFounders, RevOps, and GTM leaders running on HubSpot, Salesforce, or similarNo email required to see results

Get a 0–100 hygiene score across the five layers that decide whether AI pays off or amplifies chaos.

Surface the specific layer (completeness, freshness, discipline, integration, trust) that's costing you the most.

Walk away with a recommended next step, clean up first, automate now, or scale on top of a strong foundation.

The questions

Answer 9 quick questions about your CRM.

About 3 minutes. Be honest. The score is only useful if your answers are.

Which CRM does your team primarily run on?

What % of contacts and accounts have your key fields filled in?

Key fields = the 5–8 fields your reps need (industry, role, source, stage, owner, etc.).

How common are duplicate records in your CRM?

How often is CRM data audited or cleaned?

How consistently do reps log calls, emails, and meetings?

How well do deal stages reflect what's really happening?

Are stage definitions enforced, or are deals stuck in 'qualified' for months?

How well is your CRM integrated with the rest of your stack?

Email, marketing automation, billing, support, data warehouse.

Do leadership trust the reports coming out of your CRM?

Who owns CRM data quality today?

No email required. Your answers stay on your device until you ask for the full report.

Free AI GTM Audit

Want a human read on your GTM?

A grader is a starting point, not a strategy. Book a free 30-minute AI GTM audit and I'll stress-test your GTM live, map the 2–3 highest-impact workflows, and tell you exactly what to fix first.

Request a Free AI GTM Audit

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