CRM hygiene checklist for Customer Support Teams

This is the crm hygiene checklist adapted for customer support teams. It exists because spending too much time on admin, and the checklist below is the shape that actually survives contact with how customer support teams work day to day.

What this checklist is for

Purpose: keep your CRM accurate, deduplicated, and useful as a source of truth instead of a graveyard. For customer support teams specifically, the value is that it turns a recurring admin task into a 5-minute repeatable artifact. This isn't a generic template - the items below are tuned for customer support teams and the tools they actually live in.

The crm hygiene checklist (checklist)

• Duplicate records sweep (same person across multiple companies, same company with email variants)
• Owner re-assignment (people without an owner, stale owners, off-team owners)
• Stage hygiene (deals stuck >30 days, lost without debrief, won without close date)
• Contact freshness (last touch >90 days, missing role/title, invalid email)
• Custom field discipline (required fields empty, free-text where picklist exists)

Adjustments for customer support teams

customer support teams typically live in . That changes how this checklist runs:

• Pull the inputs from the apps customer support teams actually use, not generic SaaS exports.
• Anchor on recent activity in the prospect or company - it's the highest-signal field for this role.
• Skip items that don't apply to your weekly cadence; this is a starting shape, not a contract.

The most common way to mess this up

Running CRM hygiene once a quarter as a big cleanup project - it should be a weekly 15-minute sweep instead. For customer support teams, this shows up as spending the saved time on more admin instead of higher-leverage work. Build the checklist into your week, not as a one-off.

How Strawberry runs this checklist

Strawberry can run the full hygiene sweep against your CRM, surface the diff, and queue the changes as drafts you approve - so the data stays clean without becoming someone's full-time job. For customer support teams, Strawberry uses your live tabs and connected apps - so the checklist is filled with your real context, not a placeholder.

When to use this, when to skip

Use this checklist when the work recurs (weekly, per-prospect, per-meeting). Skip it when the situation is novel and judgment-heavy - the checklist is a baseline, not a substitute for thinking.

Caveats

Strawberry holds back on sending email, updating CRM records, or changing shared systems until a human approves the action. Treat the agent as a fast first-draft author, not an autopilot.