# AI CRM Requirements Template

Define the records, stages, ownership rules, automations, integrations, and measurements an AI-enabled CRM actually needs before anyone starts building.

## Best for
- SMB sales teams
- RevOps leaders
- CRM replacement projects

## Business outcome
- [ ] What business outcome should improve?
- [ ] What is the current baseline?
- [ ] Who owns the result?

## Records and stages
- [ ] Which records are authoritative?
- [ ] What lifecycle stages are required?
- [ ] Which fields trigger action?

## Automation boundaries
- [ ] Which actions may run automatically?
- [ ] Which actions require approval?
- [ ] What conditions stop the workflow?

## Measurement
- [ ] Response time
- [ ] Stage conversion
- [ ] Cycle time
- [ ] Qualified pipeline
- [ ] Exception rate

## Related UbiGrowth resources
- https://www.ubigrowth.ai/resources/ai-crm
- https://www.ubigrowth.ai/resources/ai-sales-automation

Use this template as a planning aid. Adapt approvals, controls, and review requirements to the consequences of the workflow.