Use This CRM Checklist to Turn Your CRM into a Sales Machine.

Stop Letting Leads Slip Through the Cracks.

Get the exact 8-part checklist we use at Launch Kit to help service-based businesses organize their CRM, automate follow-ups, and close more deals — without tech overwhelm.

Claim Your Free Copy

Let me guess...

You’ve got a CRM.
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You’re paying for a CRM.
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But your team doesn’t really use it. And when they do, it’s messy, disorganized, and not actually helping you close more deals.

You’re not alone.

7 out of 10 service businesses I talk to are in the exact same spot.

The good news?

There’s a proven system to fix this — and I laid it all out for you.

This worksheet fixes the chaos

What You’ll Get

Inside this free CRM checklist, I’m giving you:

The exact custom fields we use to track leads the right way
How to structure your sales pipelines so no deal gets lost
Templates for your most-used follow-up messages
How to track reviews, invoices, and client reactivations
A step-by-step CRM workflow that works with Go High Level and HubSpot
Pro tips for email marketing, lead re-engagement and automation
The exact internal setup we use to run Launch Kit and manage clients

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Our clients love it

Why This Works

This isn't theory

This is the real CRM setup our top-performing clients use to:

If you’re a service business owner who’s tired of wasting time and money on tools that don’t work...This is the missing piece.

Close deals without constant follow-up stress
Get organized and feel in control of their pipeline.
Automate lead intake, form tracking, and appointment booking.
Know exactly where every deal stands — and what to do next.

Stop reacting. Start leading. Be the boss of your business.

Download the Free CRM Checklist Now

Just drop your info below and I’ll send it straight to your inbox.

This checklist was built by me, Kevin Kamis, the founder of Launch Kit — a marketing agency based in Grand Rapids, MI that helps businesses grow through CRM, web, photo, video and digital strategy.

We use this exact CRM structure with our paying clients.

And we’re giving it to you for free.

No fluff.

Just the system that works.

Kevin Kamis

Founder of Launch Kit