Free playbook

The 30-Day CRM Rollout Plan

A week-by-week plan that gets your whole team using the CRM, with named owners, daily habits and a 15-minute Monday check.

  • A before-day-1 sheet: the three people who own the rollout and the promise to get from your vendor
  • Day-by-day tasks for week 1 so real enquiries go through the CRM by Friday
  • Printable daily habits for salespeople, the champion and the owner

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The 30-Day CRM Rollout Plan — cover

What's inside

  • A before-day-1 sheet: the three people who own the rollout and the promise to get from your vendor
  • Day-by-day tasks for week 1 so real enquiries go through the CRM by Friday
  • Printable daily habits for salespeople, the champion and the owner
  • A week 3 checklist to close the side doors back to personal phones and spreadsheets
  • The 15-minute Monday owner check, with warning signs to act on
  • A ready-to-send team announcement in English, Malay and Chinese

Who this is for

Owners and managers of sales and admissions teams of five to fifteen people in Kuala Lumpur and the Klang Valley who are rolling out a CRM, or trying again after a first attempt stalled.

Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.

The 30-Day CRM Rollout Plan