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.
Below is a walkthrough of each section so you know exactly what’s expected.
1. Training Completed This Week
For each video or module you completed, write down:
- The most useful thing you learned — not a summary, the single insight that clicked.
- What you then tried in Zoho CRM — watching without doing doesn’t count. Even a small action (creating a test lead, editing a field) shows real progress.
If you watched a video but didn’t try anything in Zoho afterwards, say so. That’s useful information — it might mean the training needs a practical exercise added.
2. What I Can Do Now That I Couldn’t Before
List 2-3 things you can now do with confidence. The key word is specific:
- Weak: “I understand leads.”
- Strong: “I can create a lead, fill in the required fields, and convert it into a deal with the correct stage.”
This section builds over time into a clear picture of your growing capability.
3. How Much Did I Actually Use Zoho This Week?
Self-report your numbers honestly against these targets:
| Activity | 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 |
If you’re below target, note the reason. Common and valid reasons include: light patient week, focused on training modules, needed help with a specific feature. There’s no penalty — the point is visibility, not punishment.
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.
Good examples of useful feedback:
- “I couldn’t figure out how to link an activity to a deal.”
- “The video covered pipeline stages but our stages look different from the example.”
- “I know I’m supposed to log calls but I’m not sure what counts as an activity.”
5. What I’ll Focus on Next Week
Pick 1-2 realistic priorities. These should connect to whatever training step comes next or whichever area you felt weakest in this week.
6. Training Sections Checklist
Use the list below to track which training sections you’ve completed. Tick off each one in your Google Doc as you finish it.
- Welcome — Let’s Start Simply
- How Zoho CRM Works
- Words You’ll Keep Hearing
- What You’ll Be Able to Do
- How Long Will This Take?
- Your Learning Path
- Step 1 — Big Picture
- Step 2 — Daily Actions
- Step 3 — Sharpen Workflow
- Step 4 — Ready for More
- Daily Routine
- Expectations
- Getting Help
- Quick Reference
- Weekly Progress Log
7. Manager Review
Your manager will review the log during your weekly check-in and mark your overall progress as one of:
- On Track — progressing as expected through the training steps.
- Needs Support — falling behind or stuck, but that’s okay — it triggers extra help, not consequences.
- Ahead of Schedule — moving faster than expected and ready for more advanced topics.