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Free checklist · PDF download

Series A Sales Infrastructure Checklist

What your revenue function needs to look like before and immediately after a Series A. 22 items across CRM, process, metrics, and team — plus a structured 90-day post-raise build plan.

22-point pre-raise checklist with scoring guide
CRM & pipeline: what clean looks like to an investor
Sales process: the items that actually get diligenced
Metrics & reporting: the numbers you must be able to quote
Post-raise 90-day action plan (Days 1–30, 30–60, 60–90)
Free checklist
Series A Sales
Infrastructure
Checklist
UNFYS
Format Interactive + Printable
Checklist items 22 items + 90-day plan
Gate Name + email only

Who this is for

Heading into a raise. Or just closed one.

This checklist is for founders in two situations: preparing the revenue function before a Series A, or building it properly after one. The items are largely the same. The urgency is higher pre-raise.

Series A investors ask about these things. Not theoretically — they specifically diligence CRM accuracy, forecast credibility, and whether the founder is the only person who can close a deal. Knowing where your gaps are before those conversations is better than discovering them during.

The checklist is interactive — you can tick items as you go — and the scoring guide tells you what your current readiness level means.

22
Pre-raise items across four categories
90
Day post-raise action plan

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