Is Your CRM Working for You - Or Against You?
Streamline your systems, save hours every week, and impress your clients with
my free CRM Audit Checklist.
You don’t need to waste time fumbling around in your CRM or worrying that something slipped through the cracks.
With this free CRM Audit Checklist, you’ll quickly see what’s working, what’s missing, and where to upgrade - so you can run your VA business like a pro.
Capture and organize new leads automatically
Onboard clients with polished, hands-off workflows
Keep communication centralized (no lost emails!)
Automate repetitive tasks that eat your time
CRM Audit &
Client Workflow Checklist
Streamline your systems, save hours every week, and impress your clients with my free CRM Audit Checklist.
Why This Matters?
Your CRM isn’t just software - it’s the backbone of your VA business.
When set up right, it:
Turns leads into paying clients with less effort
Makes you look polished and professional from day one
Saves you hours every week with automations
Helps you retain clients (and win repeat business!)
When ignored, it does the opposite - messy inboxes, missed leads, and frustrated clients.
This checklist is your shortcut to a smarter system.
Inside this free download, you’ll find guided questions + pro tips to help you audit:
Lead Capture & Tracking → Is your CRM collecting and tagging leads automatically?
Onboarding Workflows → Are contracts, invoices, and welcome emails streamlined?
Client Communication → Is everything in one place with check-in reminders?
Workflow Automations → Are you saving time with pipelines and task triggers?
Reporting & Metrics → Are you tracking conversion rates and client value?
Offboarding & Retention → Do you have a system for testimonials + re-booking?
Security & Maintenance → Is your CRM compliant, backed up, and updated?
By the end, you’ll know exactly where your CRM is strong - and where you can upgrade.
Ready to go deeper?
Once you’ve audited your CRM, your next step is my 5-Day VA Jumpstart Kit → the step-by-step system for setting up workflows, automations, and client-getting strategies that actually book you work.
Created by Maria, MK Your VA - Virtual Assistant mentor & systems nerd with 12+ years in the field. I’ve helped VAs package services, set confident prices, and streamline their weeks so they can grow without burning out.
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