BUILD / THE ELITE APPS TOOLKIT

CRM requirements planner. A clearer next step.

Map your sales process, customer records, permissions and integrations into a prioritised CRM requirements brief.

Your evidence, clearly organisedBranded PDF report
01 / YOUR STARTING POINT

Make it relevant to you.

Be candid about what is known and what needs clarification. Do not include personal data, passwords or confidential client information.

01 / Your business context

This changes the discovery prompts; it does not establish legal compliance.
An indicative operational context, not a pricing input.
Choose one first priority. Your report will explain its implications and acceptance checks.
Describe the current problem, affected user group and a useful outcome. Do not include names, customer records or confidential information.
Name system types and known constraints. Explain what must keep working; do not enter login details, tokens or private URLs.

02 / Evidence and readiness

Document what must happen before an opportunity progresses; avoid stages defined only by a salesperson’s judgement.
Identify required account, contact and opportunity fields, unique identifiers and merge ownership.
Specify assignment, absence cover, response expectations and escalation for neglected leads.
List website forms, email, telephony and marketing connections; supplier API access must be checked.
Separate sales, support and administrator privileges; clarify export, deletion and retention responsibilities.
Assess spreadsheet quality, historical activities, consent records and relationships before import.
Agree what qualifies as a lead, opportunity, win and retained account before building dashboards.
Name the person responsible for adoption, training, data quality and ongoing configuration.

03 / Shape the next working session

Describe supplier commitments, operational limits and what should remain outside the first stage. Write “No further constraints identified yet” if appropriate.
Describe a complete task someone should be able to perform and the evidence needed for acceptance. Avoid unsupported promises of revenue or savings.

A CONSIDERED APPROACH

Know what comes next.

01

Prepare

Choose the scope and provide the relevant context.

02

Confirm

Verify your inbox with a short-lived email code.

03

Explore

Receive your branded PDF, with findings, assumptions and next steps.

What will my report contain?

Your selected business scenario, market and operating context; an evidence register; prioritised gaps; scenario-specific acceptance checks; recommended deliverables; and a staged working plan using your own goal, systems, constraints and success criteria.

How are priorities chosen?

Missing or unresolved foundations are reviewed first, followed by areas not reviewed, then partial evidence. Documented items still need validation. This is a transparent checklist, not a predictive score or an independent audit.

Does this connect to my systems or recommend a paid product?

No. It uses the answers you provide. It does not connect to accounts, inspect contracts, read invoices, scan infrastructure or purchase software. The e-commerce selector outlines approaches to validate, rather than certifying a vendor.

Can I use it outside the UK?

Yes. Choose the UK, USA, Australia or multiple markets. Reports include appropriate discovery prompts; location-specific legal, tax, accessibility and data decisions must be checked for your actual business.

How will I receive the detailed result?

Verify your inbox using the existing short-lived email code. Your branded PDF includes the detailed report and inputs. Requesting it does not subscribe you to marketing.

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