XPSTACKBRIEFBY EXPANSION WORKS

CRM READINESS TEST // FOR INDEPENDENT CONSULTANTS

Do you need a CRM?

Six questions to decide whether to keep your sheet, fix the process, or switch.

Find out if I need a CRM Give me the short answer
  • 6 questions
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Answer for the last 30 days.

Choose what happened, not what you plan to build.

01How many serious opportunities are active in a normal month?
02How many people touch an opportunity before it closes?
03Of the last 10 good-fit prospects, how many had no visible next action and date?
04How often does a follow-up happen later than intended or not at all?
05How often is lead information copied between inboxes, forms, notes, or sheets?
06What would one preventable missed engagement mean?

The short answer

Keep a sheet while every opportunity has an owner, next action, and date. Consider a CRM when tracking or follow-up repeatedly slips.

Questions consultants ask before switching.

Do I need a CRM as a solo consultant?

Use a spreadsheet while you can see every active opportunity, follow-up rarely slips, and each prospect has a clear next action and date.

When is a spreadsheet no longer enough?

Move to a CRM when active opportunities are hard to scan, follow-up repeatedly slips, more than one person needs the same context, or leads disappear without a recorded outcome.

Should I fix the process before buying a CRM?

Yes. Define the stages, who is responsible, the next action, and the response expectation first. A new platform cannot repair an undefined process.

A CRM handles one part of your lead path.

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