---
title: "CRM Playbook"
slug: "crm-playbook"
updated: 2025-10-16T15:15:02Z
published: 2025-10-16T15:15:02Z
canonical: "guide.youraspire.com/crm-playbook"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Playbook

**What are we measuring:** Completing Issues, Tasks and Site Audits in the last 90 Days

**Why are we measuring this:**

Issues and Tasks: This metric gives insight in issues management. Shows us how well are issues/tasks being focused on and physically completed in Aspire.

Site Audits: This metric informs you if the site audit tool is being utilized, and how many site audits have been run in the last 90 days and the average score.

**Scoring:** N/A

**Recreate Metric:**

- Issues: Activities Module – Filters: Activity Type in Issues, Created Date last 90 days, group by status. Looking at completed versus total created
- Tasks:
  - Filters: Activity type in Tasks and Appointments, Created Date last 90 days –
  - Group: By due date to review past due
- Site Audits: Report Module, Site Audit Report, Filter – Audit Date Last 90 days
- Average Site Audit Score: Report Module, Site Audit Report, Filter – Audit Date Last 90 days, Add display item for score, average the total in display

**False Negatives:** Creating them but not completing them, resulting in no score at all.

**Common Issues:**

- We are only creating the issues, tasks, site audits but not physically compiling them
- Audit score is the average from the past 90 days over all completed

**Practical:**

- Send client info on site audit creation and have a team training
- Quota for Audits to be performed monthly-incentivise those employees
- Remember to complete your activities - stay on top of “to dos”

**Resources:**

- [Performing a Site Audit (Mobile Version)](https://guide.youraspire.com/docs/performing-a-site-audit-mobile-version)
- [Performing a Site Audit (Desktop Version)](https://guide.youraspire.com/docs/performing-a-site-audit-desktop-version)
- [Creating Issues & Opportunities from a Site Audit](https://guide.youraspire.com/docs/video-creating-issues-and-opportunities-from-a-site-audit)
- [Understanding Site Audits](https://guide.youraspire.com/docs/understanding-site-audits)
- [Site Audit Reports to Build in Aspire](https://guide.youraspire.com/docs/site-audit-reports-to-build-in-aspire)
- [Creating an Issue](https://guide.youraspire.com/docs/creating-an-issue)
- [Issues- Creating, Updating, and Completing](https://guide.youraspire.com/docs/creating-an-issue#training-video)
- [Email Notifications When Creating Issues](https://guide.youraspire.com/docs/creating-an-issue#more-on-issue-email-notifications)
- [Navigating, Creating, and Completing Tasks](https://guide.youraspire.com/docs/navigating-creating-and-completing-tasks)