WEEKLY
- Pipeline review: Check open deals for missing data; ensure next steps are logged.
- Lead engagement: Verify proper lifecycle stage assignment; check lead rotation rules.
- Automation health: Confirm no workflows paused due to errors; review enrollment anomalies.
- Support ticket handling: Verify SLAs met; ensure tickets are closing as expected.
MONTHLY
- Marketing asset performance: Review top landing pages, emails, CTAs; investigate drops in
conversions.
- CRM data hygiene: Merge/remove duplicates; fill in missing critical properties.
- User adoption: Identify inactive users; follow up with training or reminders.
- Report accuracy: Confirm dashboards pull correct date ranges and data sources.
QUARTERLY
- Automation optimization: Audit workflows and nurtures for relevance; update content/triggers.
- Segmentation & personalization: Review smart lists; remove outdated ones; check personalization
tokens.
- Sales process review: Ensure deal stages match reality; confirm close probability settings.
- Integration check: Test integrations (Slack, Zoom, Salesforce, etc.) for sync accuracy.
YEARLY
- Full portal audit: Review properties; remove unused; standardize naming conventions.
- Lifecycle stage definitions: Update MQL/SQL criteria; align with current process.
- Brand consistency: Refresh templates to match current branding.
- Strategic review: Compare KPIs to onboarding goals; identify underused tools and adoption plans.
