Choose your starting point

Checklist vs App vs Starter Pack

These are not the same offer. Start with the free checklist if you need a quick audit. Use the app if you want the more complete recurring product. Use the Starter Pack if you want the lighter downloadable kit.

Fast answer

Start with the checklist

Best if you want the lightest possible cleanup pass before creating an account or subscribing to anything.

Download the free checklist

Use the app

Best if you want the more complete recurring product with uploads, analysis, dashboards, remediation workflow, and subscription-based ongoing use.

Open the app

Get the Starter Pack

Best if you want the lighter downloadable kit: templates, checklists, and implementation guidance without starting with software.

Get the Starter Pack
What to expect from the app

Clear expectations before you click in

  • you must create a free account before accessing the app
  • the app includes one CSV upload + analysis trial before subscription is required
  • after the trial, the app is $39/month for ongoing use
  • the app is for recurring pipeline review, not CRM replacement or outbound automation

That means the app is a real product with account access and a subscription boundary. It is not an anonymous free tool, and it is not pretending to be a giant all-in-one platform either.

Create a free account and try one review Read the product overview first
Decision guide
Choose the checklist if…you want a free fast audit, you are not ready to create an account yet, or you only need a quick hygiene reset.
Choose the app if…you want the more complete product: a repeatable review habit, a remediation queue, account-based access, trial-to-subscription onboarding, and a live software workflow for pipeline cleanup.
Choose the Starter Pack if…you want the lighter non-software companion: downloadable workflow assets, templates, checklists, and implementation guidance.
Practical sequence

A clean progression for many teams looks like this:

  1. run the free checklist
  2. use the app when you want the more complete recurring product and live remediation workflow
  3. add the Starter Pack when you want the lighter downloadable implementation kit alongside the app or instead of it
Start with the checklist Try the app Get the Starter Pack