Spreadsheet Audit Before CRM Setup by Eszter BertokSpreadsheet Audit Before CRM Setup by Eszter Bertok

Spreadsheet Audit Before CRM SetupEszter Bertok

Cover image for Spreadsheet Audit Before CRM Setup

Before moving your lead tracker into a CRM, it is worth checking whether the current spreadsheet workflow is clear and structured enough.

I review your Excel or Google Sheets lead tracker and identify the main workflow gaps that could later become CRM problems.

I look for issues such as:

• unclear lead ownership • inconsistent or confusing statuses • missing follow-ups • missing or unclear next actions • unnecessary fields • workflow gaps and process risks

What you receive

• A short written audit summary • 3–5 key issues identified • Practical recommendations • CRM-readiness notes before setup or migration

Scope

1 Excel or Google Sheets lead tracker Up to approximately 250 rows / 1 sheet Delivery within 3 business days after I receive the file and required information.

Not included

This service does not include full data cleaning, CRM setup, CRM migration, CRM import, or automation.

This is a focused first-step audit designed to help you understand what should be clarified before moving your workflow into a CRM.

HubSpot Revenue Operations Certified.

Eszter's other services

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CRM Transition Blueprint$299

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Spreadsheet CRM Readiness Check$49

Starting at$149

Duration3 days