CRM Brand Settings and Launch Audit

A structured workbook for auditing client-facing CRM branding, domain settings, authentication options and launch testing before inviting users.

WHAT IS INCLUDED:

- Brand asset inventory

- Domain role map

- Login-option decision sheet

- Custom-setting register

- Client experience audit

- Launch and rollback log

WHO IT IS FOR:

Agencies, CRM implementers and operations teams preparing a branded client portal.

KEY BENEFITS:

- Keep brand names and domains consistent

- Avoid turning on login options without testing

- Document technical settings without exposing secrets

- Create a repeatable pre-launch audit