Free Checklists
Actionable, step-by-step checklists for sales and marketing teams. Track your progress with interactive checkboxes. No signup required.
Each one is a working document rather than an article: numbered sections, a difficulty on every step, and a set of tips at the end from teams who have already run it.
- 20checklists
- 65sections
- 224steps in total
- 5areas of work
Every checklist, by the work it does.
5 areas, 20 documents. Open one and the boxes are yours to tick: nothing is gated and nothing asks for an address first.
CRM Cleanup6 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 Outreach4 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
Compliance1 checklist
Data Quality5 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 Ops4 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.
The longest document in the set, opened out. Every section is a block of steps you can tick off in order, and the counts below are read straight from the checklist itself.
HubSpot CRM Cleanup Checklist
HubSpot CRM Cleanup Checklist- 01Audit Your Data4 steps
- 02Clean Contact Records5 steps
- 03Optimize Properties & Lists3 steps
- 04Enrich & Maintain2 steps
4 sections, 14 steps, 5 tipsOpen this checklist
Most of these end at the same step.
Dedupe the records, then fill the gaps the records have. Cleanlist runs a lookup across 25+ providers, validates what comes back, and writes it into HubSpot, Salesforce or Pipedrive both ways. It does not send the email.
A search costs nothing on every plan, a verified work email is 1 credit, a direct dial is 10, and a miss costs nothing. All resources.