Operating Diagnostic 02DM CRMCanada + USA

Your CRM should tell the team what to do next.

If your team has to guess who needs a call, quote, follow-up, or deposit, the system is not finished.

Field manualSales infrastructure diagnostic

Not a campaign audit. Not a lead-vendor quote. This checks whether demand can move through your operating system.

01Sales infrastructure, not campaign agency

02No guaranteed revenue or booked-job promises

03Strategic territory protection, subject to availability

Capture Fields

Identify the operator first.

0/9 Questions answered

NameCompanyEmailPhoneCity / MetroContractor Category

Questionnaire

Answer like an operator. If the real answer is messy, choose the messy answer.

Does every opportunity have an owner?

Does every lead have a source?

Can you see who needs a call today?

Can you see who needs a quote?

Can you see which quotes need follow-up?

Are overdue actions visible?

Are lost reasons tracked?

Does the owner have a weekly pipeline view?

Does the CRM trigger action or only store names?

Complete the capture fields and every diagnostic question.