# Spreadsheet or CRM decision worksheet

Companion: https://www.ajjuiglesias.com/blog/spreadsheet-vs-crm-small-business

Use sample cases and non-sensitive references. Do not copy private customer records, access tokens or passwords here.

## Current workflow
- How enquiries arrive:
- Current authoritative tracker:
- Where context and activities are stored:
- Owner and next-action process:
- Reassignment and absence cover:
- Observed recurring problem and evidence:
- Improvements to the current tracker attempted:

## Required tasks
- Contact versus individual request relationships:
- Activity/history needs:
- Ownership and overdue-work visibility:
- View/edit/export/admin permissions:
- Account recovery and staff-change owner:
- Reporting and portability requirements:
- Required task and acceptance evidence:

## Pilot
- Proposed configuration and plan:
- Bounded workflow and record sample:
- Intended users and roles:
- New contact and returning-contact cases:
- Reassignment and overdue-next-action cases:
- Training available and help needed:
- Actual task outcomes and remaining uncertainty:

## Data and transition
- Preserved source reference:
- Field mapping and identifier rules:
- Repeated-import behaviour tested:
- Rejected/unmatched rows reconciled:
- Relationships and dates verified:
- System authoritative during pilot:
- New-enquiry handling during change:
- Transition point and fallback:
- Export sample checked:

## Decision
- Keep and improve / pilot further / move:
- Evidence supporting the decision:
- Setup, recurring and operating effort:
- Ongoing owner and support:
- Untested assumptions:
- Reviewer and next review date: