Free implementation template
AI CRM Requirements Template
Define the records, stages, ownership rules, automations, integrations, and measurements an AI-enabled CRM actually needs before anyone starts building.
Section 1
Business outcome
What business outcome should improve?
What is the current baseline?
Who owns the result?
Section 2
Records and stages
Which records are authoritative?
What lifecycle stages are required?
Which fields trigger action?
Section 3
Automation boundaries
Which actions may run automatically?
Which actions require approval?
What conditions stop the workflow?
Section 4
Measurement
Response time
Stage conversion
Cycle time
Qualified pipeline
Exception rate
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