🚀 Free CRM Chaos Checklist for Moving Companies Find out how
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Free CRM Chaos Checklist

Free CRM Chaos Checklist for Moving Companies

Score your operation from 0 – 25 points. Rate each statement: Yes (2 pts), Sometimes (1 pt), No (0 pts). Totals under 15? Urgent CRM upgrade needed. 15–20? Optimize now. 21+? You’re ahead—scale smarter.

  • Spot where leads, quotes, dispatch, and billing are leaking profit.
  • Use quick fixes to make improvements even before switching software.
  • Bring your score to RelocatePro for a tailored CRM game plan.
How to use this checklist
âś… Print or share with your team.
âś… Circle your answers together.
âś… Add up your score and book a free 30-minute CRM audit with RelocatePro.
1
Lead Capture
Max 6 points – Turn every inquiry into a tracked opportunity.
Are your website forms, calls, and inquiries flowing into a single, organized pipeline—without getting lost in email and text threads?

Lead Capture

Score each with Yes (2), Sometimes (1), No (0).

  • Website forms/calls auto-flow into a single pipeline? (No email/text silos)
  • Leads get assigned + notified within 15 minutes? (Not 4+ hours)
  • 100% of inquiries tracked—no slip-throughs?

Quick Fix: Embed CRM forms on your site. Expect ~40% more bookings.

2
Quoting Speed
Max 6 points – Win jobs before competitors reply.
Your quote speed is the difference between winning high-value moves and losing them to the first company that replies.

Quoting Speed

Rate how fast and accurate your quoting process is today.

  • Quotes generated <15 minutes with auto-pricing/inventory? (No 2-hour spreadsheets)
  • Mobile e-sign + customizable contracts included?
  • Error-free estimates (distance, rates, exclusions like pianos)?

Quick Fix: Switch to auto-calculators. Win rates rise ~50%.

3
Dispatch & Crews
Max 6 points – Keep trucks full and crews aligned.
Double-booked trucks and idle crews kill margins. Dispatch should make every move obvious at a glance.

Dispatch & Crews

How confident are you that every truck/crew is used efficiently?

  • Drag-and-drop scheduling shows real-time truck/crew availability?
  • Google Calendar sync + SMS confirmations prevent overlaps?
  • Utilization >80% (no 15% downtime)?

Quick Fix: Fix visual boards until crews hit ~87% utilization. No new hires needed.

4
Billing & Cash Flow
Max 4 points – Get paid faster with fewer headaches.
Cash is oxygen. Slow invoicing and collections make peak season feel risky instead of exciting.

Billing & Cash Flow

Where does money get stuck between job completion and cash in bank?

  • Automated invoices + payments (Stripe-ready)?
  • AR <20 days with reminders? (Not 45+ days)

Quick Fix: Integrations with payments + reminders slash collections by ~60%.

5
Reporting & Visibility
Max 3 points – See margin leaks before they hurt.
The right dashboards turn your moving business into a controllable machine instead of a guessing game.

Reporting & Visibility

If you had to answer “Are we winning?” today, how fast could you do it?

  • Dashboards show win rates, revenue/job, crew KPIs?
  • Data clean (no duplicates/missing info)?

Quick Fix: Pre-built reports often reveal 20–30% margin gains hiding in plain sight.

Scorecard

Your Score & CRM Diagnosis

Add up points across all five sections. Use the ranges below to see where your operation stands.

0–10: Chaos Mode
Losing ~25% of jobs and cash is trapped in manual steps. [Book Demo Now]
11–15: Surviving
Scaling stalls first at leads and dispatch. Fix capture + crew scheduling before adding trucks.
16–20: Stable
Foundation is solid. Optimize billing, storage, and reporting to grow profit—without more overtime.
21+: Optimized
Ready for compliance + scale. Consider self-hosted RelocatePro for full control and integrations.
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Share your score & get tailored recommendations

We’ll review your scorecard and send a short action plan. No hard sell—just clear next steps.

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RelocatePro connects leads, quotes, dispatch, storage, billing, and reporting in one moving-specific system. Use your checklist score as the blueprint for a fast, low-risk rollout.

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