Free Checklists
Step-by-step checklists for sales and marketing teams. Tick the boxes as you go, no signup.
Each one has numbered sections, a difficulty rating on every step and tips at the end.
- 20checklists
- 65sections
- 224steps in total
- 5areas of work
HubSpot CRM Cleanup Checklist3 of 14 · 2-4 hours
Audit Your Data
Every checklist, by the work it does.
20 checklists across 5 areas. None of them asks for your email first.
CRM Cleanup
6 checklists- HubSpot CRM Cleanup Checklist14 stepsStep-by-step checklist to clean, deduplicate, and optimize your HubSpot CRM data for better sales performance and reporting accuracy.4 sections2-4 hours5 tips
- Salesforce CRM Cleanup Checklist14 stepsComprehensive checklist to audit, clean, and maintain your Salesforce org data for accurate reporting and efficient sales operations.4 sections4-6 hours5 tips
- Pipedrive CRM Cleanup Checklist10 stepsClean and optimize your Pipedrive CRM with this step-by-step checklist covering duplicate removal, data standardization, and pipeline hygiene.3 sections1-3 hours4 tips
- CRM Duplicate Detection Checklist11 stepsSystematic checklist for finding, merging, and preventing duplicate records across any CRM system.3 sections2-3 hours4 tips
- Data Normalization Checklist12 stepsStandardize inconsistent CRM data with this checklist covering job titles, company names, phone numbers, addresses, and industry classifications.4 sections3-5 hours5 tips
- Stale Contact Cleanup Checklist9 stepsIdentify, re-engage, or remove stale contacts from your CRM to improve deliverability, reporting accuracy, and sales team efficiency.3 sections1-2 hours4 tips
Email Outreach
4 checklists- Email List Hygiene Checklist11 stepsComplete checklist for maintaining a clean, verified email list that maximizes deliverability and protects your sender reputation.3 sections1-2 hours5 tips
- Cold Email Infrastructure Setup Checklist12 stepsSet up your cold email infrastructure correctly from day one with this checklist covering domains, authentication, warmup, and sending configuration.3 sections2-3 hours4 tips
- Email Deliverability Checklist11 stepsMonitor and improve your email deliverability with this checklist covering authentication, content, list quality, and reputation management.3 sections1-2 hours5 tips
- Email Sender Reputation Checklist10 stepsBuild and maintain a strong email sender reputation with this checklist covering authentication, engagement, list quality, and monitoring.3 sections1 hour4 tips
Compliance
1 checklistData Quality
5 checklists- B2B Data Enrichment Checklist14 stepsStep-by-step checklist for planning, executing, and measuring a data enrichment project to fill gaps in your contact and company data.4 sections2-3 hours5 tips
- Data Validation Checklist10 stepsValidate your CRM data quality across email, phone, address, and company fields with this systematic checklist.3 sections1-2 hours4 tips
- Contact Data Accuracy Audit Checklist9 stepsAudit the accuracy of your contact database with this checklist covering field completeness, freshness, deliverability, and enrichment gaps.3 sections1-2 hours4 tips
- Company Data Quality Checklist10 stepsAudit and improve company-level (firmographic) data in your CRM with this checklist covering industry, size, revenue, tech stack, and hierarchy data.3 sections1-2 hours4 tips
- Database Health Audit Checklist13 stepsComprehensive audit checklist for evaluating the overall health of your CRM database across completeness, accuracy, freshness, and usability.4 sections2-3 hours5 tips
Sales Ops
4 checklists- Sales Prospecting Data Checklist10 stepsEnsure your prospecting data is complete, accurate, and actionable with this checklist covering list building, enrichment, and outreach readiness.3 sections1-2 hours4 tips
- Lead Qualification Data Checklist10 stepsEnsure your leads have the data needed for accurate qualification and scoring with this checklist covering firmographic, behavioral, and engagement data.3 sections1-2 hours4 tips
- CRM Integration Setup Checklist11 stepsSet up your CRM integrations correctly with this checklist covering field mapping, sync direction, deduplication, and data flow testing.3 sections2-3 hours4 tips
- Data Governance Checklist11 stepsEstablish data governance policies and processes for your sales and marketing data with this checklist covering ownership, quality standards, and compliance.3 sections3-4 hours5 tips
What one of them looks like.
This is the longest one, section by section. Each bar is as long as the list of steps in that section.
Open this checklistHubSpot CRM Cleanup Checklist4 sections · 14 steps · 5 tips
- 01Audit Your Data4 steps
- 02Clean Contact Records5 steps
- 03Optimize Properties & Lists3 steps
- 04Enrich & Maintain2 steps
Most of these end at the same step.
Dedupe the records, then fill in what is missing. Cleanlist AI looks each contact up across 25+ providers, validates what comes back and syncs it with HubSpot, Salesforce or Pipedrive.
A verified work email is 1 credit, a phone number is 10, and a missed email or phone number costs nothing. All resources.