---
title: "Guides"
description: "Practical CRM guides for agencies, sales teams, and client-service businesses."
canonical_url: "https://usecleo.io/guides"
---

> Index of every page on this site: [llms.txt](https://usecleo.io/llms.txt)

Use these guides to design the process behind your CRM. Each article includes practical examples, checklists, and links to related topics so you can move from a single fix to a repeatable way of working.

For instructions on using Cleo itself, open the [product documentation](https://usecleo.io/docs).

## Start and structure your CRM

<card-group>
<card icon="ph:buildings" title="CRM for marketing agencies" to="/guides/crm-for-marketing-agencies">

Choose an account structure, define ownership, and manage client relationships without mixing client data.

</card>

<card icon="ph:list-checks" title="CRM implementation checklist" to="/guides/crm-implementation-checklist">

Plan the process, prepare migration data, test permissions, run a pilot, and measure adoption.

</card>

<card icon="ph:check-square" title="Client onboarding checklist" to="/guides/client-onboarding-checklist">

Move from signed agreement to kickoff, access collection, the first milestone, and a clear 30-day plan.

</card>
</card-group>

## Build a reliable sales process

<card-group>
<card icon="ph:user-focus" title="Lead management process" to="/guides/lead-management-process">

Capture, qualify, assign, follow up, and resolve leads with clear ownership at every step.

</card>

<card icon="ph:kanban" title="Sales pipeline stages" to="/guides/sales-pipeline-stages">

Define stages from buyer evidence, set exit criteria, and identify opportunities that have stalled.

</card>

<card icon="ph:chart-line-up" title="Sales forecasting" to="/guides/sales-forecasting">

Build a forecast from opportunity value, stage conversion, expected timing, and visible assumptions.

</card>
</card-group>

## Organize contacts and customer data

<card-group>
<card icon="ph:tag" title="CRM tags" to="/guides/tags">

Use consistent labels to classify contacts, flag important context, and support repeatable filters.

</card>

<card icon="ph:list-magnifying-glass" title="Smart lists" to="/guides/smart-lists">

Turn saved conditions into live contact audiences for recurring reviews and outreach.

</card>

<card icon="ph:funnel" title="Customer segmentation" to="/guides/customer-segmentation">

Build useful audiences around lifecycle, value, behavior, customer needs, and relationship risk.

</card>

<card icon="ph:broom" title="CRM data cleanup" to="/guides/crm-data-cleanup">

Resolve duplicates, stale opportunities, inconsistent fields, and import problems without losing history.

</card>
</card-group>

## Plan recurring operations

<card-group>
<card icon="ph:lightning" title="CRM automations" to="/guides/automations">

Understand triggers, conditions, actions, safeguards, and the processes worth automating first.

</card>
</card-group>

## Sitemap

See the full [sitemap](https://usecleo.io/sitemap.md) for all pages.