Free CRM Scorecard
How Ready Is Your Organization for a CRM Decision?
10-minute scorecard that tells you if it’s the right time — or a risky one
Right Person
Segmentation is key. Spend your ad dollars strategically by sharing the message with prospects who are right for your business.
Right Person
Segmentation is key. Spend your ad dollars strategically by sharing the message with prospects who are right for your business.
This isn’t a quiz.
It’s a reality check.
You’ll answer a set of objective, yes/no questions that surface gaps most teams don’t see until it’s too late.
No opinions.
No vendor bias.
Just clarity.

Here’s a sneak peek…
In just 10–15 minutes, you’ll uncover whether:
- Your CRM has clear ownership and consistent adoption
- Processes are defined — or living in people’s heads
- System limitations are already slowing growth
- Data is helping decision-making or muddying it
- Stakeholders are actually aligned on goals, timing, and budget
At the end, you’ll get a clear readiness score with recommended next steps.
Hint: Most teams discover at least one gap they didn’t know existed.
Why We Built It
At Evenbound, we work with B2B teams every day who say:
“We picked a CRM… and it just didn’t work.”
Almost always, the problem wasn’t the tool — it was readiness.
This scorecard exists to help teams avoid CRM issues before they happen.
And yes — it’s free.

