Weekly CRM Progress Log
A simple weekly check-in — what you learned, what you did, what’s still unclear.
This log exists for one reason: to make sure you’re actually progressing, not just watching videos. Fill it in honestly at the end of each week. If the numbers are low, that tells us where the support needs to go — not where the blame goes.
Name: ___________________________
Week of: ___________________________
Manager: ___________________________
Training Step Completed: ___________________________
1. Training Completed This Week
Which videos did you watch? For each one, write what was the single most useful thing you took away — and what you then tried in Zoho CRM.
| Video / Module | The Most Useful Thing I Learned | What I Tried in Zoho CRM Afterwards |
|---|---|---|
2. What I Can Do Now That I Couldn’t Before
Describe 2–3 things you can now do in Zoho CRM with confidence. Be specific — not just ‘I understand leads’ but ‘I can create a lead, fill in the required fields, and convert it into a deal.‘
3. How Much Did I Actually Use Zoho This Week?
These are self-reported. Be honest — if the numbers are low, that tells us where the support needs to go. The targets below are guidelines, not punishments.
| What I Did | My Number This Week | The Target | Any Reason If Below Target? |
|---|---|---|---|
| Leads added or updated | 5+ | ||
| Deals created | 2+ | ||
| Deals with stage updated or note added | All open deals | ||
| Activities logged (calls, tasks, meetings, emails) | 10+ | ||
| Follow-up tasks created | 1 per active deal |
4. Where Did I Get Stuck?
What was confusing, frustrating, or unclear this week? There’s no wrong answer here. Honest friction points help improve the training for whoever comes after you.
5. What I’ll Focus on Next Week
6. Manager Review
| Manager Initials | Date Reviewed | Overall Progress | Notes / Feedback |
|---|---|---|---|
| ☐ On Track ☐ Needs Support ☐ Ahead of Schedule |