CRM onboarding checklist for SMBs

A launch checklist for migrating contacts, stages and ownership into a new CRM without creating adoption debt.

Start with the minimum viable migration

Move active deals, current accounts and strategically useful contacts. Old noise only slows training and reporting.

Train with live scenarios

The best onboarding session mirrors daily work: add a lead, log a call, move a stage, assign follow-up and review weekly status.