CRM CONTACT LIFECYCLE MANAGEMENT CHECKLIST 2026

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--- LEAD CAPTURE & ENTRY VALIDATION ---
[ ] Lead Source Name
[ ] Lead Capture Channel (Website Form, , Social Media, Cold Outreach, Event/Webinar)
[ ] Initial Contact Date
[ ] Data Validation Checkpoints Completed (Email Format Verified, Phone Number Validated, Duplicate Check Performed, Company Domain Verified)
[ ] Entry Discrepancy Notes

--- LEAD QUALIFICATION & SCORING SETUP ---
[ ] Lead Scoring Model Type (Explicit Scoring (Demographic), Implicit Scoring (Behavioral), Hybrid Model)
[ ] Minimum Lead Score Threshold
[ ] Required Qualification Criteria (Job Title Verification, Budget Confirmation, Decision Maker Authority, Timeline Alignment, Technographic Fit)
[ ] Scoring Logic Documentation
[ ] Scoring Logic Review Date
[ ] Scoring Framework Reference Document

--- CONTACT ENRICHMENT & DATA ENRICHMENT ---
[ ] Primary Enrichment Source (LinkedIn Sales Navigator, ZoomInfo, Clearbit, Manual Entry)
[ ] Data Fields to Enrich (Job Title, Company Size, Annual Revenue, Industry/Vertical, Technographics)
[ ] Last Enrichment Audit Date
[ ] Enrichment Instructions
[ ] Reference Source Documentation

--- NURTURING & ENGAGEMENT MONITORING ---
[ ] Monitored Engagement Channels (Email Open/Click Activity, Website Visit/Landing Page Interaction, Content Downloads (Whitepapers/E-books), Webinar/Event Attendance, Social Media Interaction)
[ ] Current Nurture Track Status (Initial Outreach, Active Nurturing, Re-engagement Attempt, Paused/On Hold)
[ ] Last Engagement Date
[ ] Engagement Score Threshold
[ ] Nurture Strategy Notes

--- STATUS TRANSITION & STAGE CONVERSION ---
[ ] Current Lifecycle Stage (Subscriber, Lead, Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL), Opportunity, Customer, Evangelist, Churned)
[ ] Date of Stage Transition
[ ] Reason for Transition
[ ] Required Verification Steps Completed (Data Accuracy Verified, Lead Scoring Updated, Ownership Reassigned, Follow-up Task Created)
[ ] Transition Notes

--- CUSTOMER CONVERSION & ONBOARDING ---
[ ] Conversion Date
[ ] Onboarding Package Type (Standard, Premium, Enterprise)
[ ] Onboarding Tasks Completed (Account Setup, Initial Training Session, Integration Verification, Welcome Kit Sent)
[ ] Onboarding Notes
[ ] Signed Service Agreement
[ ] Account Manager Approval

--- RETENTION & LOYALTY TRACKING ---
[ ] Last Interaction Date
[ ] Customer Health Score (Healthy, At Risk, Critical/Churn Risk)
[ ] NPS (Net Promoter Score)
[ ] Active Loyalty Programs (VIP Tier, Subscription Member, Referral Partner, Beta Tester)
[ ] Retention Risk Notes

--- CHURN IDENTIFICATION & WIN-BACK PROTOCOLS ---
[ ] Churn Risk Indicator (Zero Engagement (30+ Days), Unsubscribed from Communications, Failed Payment/Billing Issue, Negative Support Ticket Trend, Contract Expiration Imminent)
[ ] Last Recorded Interaction Date
[ ] Win-Back Attempted Channels (Email Campaign, Direct Phone Call, Retargeting Ads, LinkedIn Outreach, Physical Mailer)
[ ] Churn Reason Analysis
[ ] Estimated Recovery Value

--- DATA HYGIENE & LIFECYCLE CLEANUP ---
[ ] Last Audit Completion Date
[ ] Cleanup Method Used (Manual Review, Automated Script, Third-party Enrichment Tool)
[ ] Data Types Cleaned (Duplicate Records, Invalid Email Formats, Inactive Leads, Outdated Firmographics, Incomplete Profiles)
[ ] Total Records Processed
[ ] Cleanup Summary & Anomalies Found
[ ] Data Steward Approval

--- PERFORMANCE ANALYTICS & LIFECYCLE REPORTING ---
[ ] Reporting Period Start Date
[ ] Reporting Period End Date
[ ] Lead-to-Customer Conversion Rate (%)
[ ] Average Lifecycle Velocity (Days)
[ ] Primary KPI Focus (Conversion Rate, Churn Rate, Pipeline Velocity, Customer Acquisition Cost (CAC))
[ ] Analyzed Lifecycle Stages (Lead, MQL, SQL, Opportunity, Customer)
[ ] Key Performance Insights & Observations
[ ] Detailed Analytics Report Attachment

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