---
title: Infrastructure Checklist by Refine Labs
---

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# The Ultimate Infrastructure Checklist for Revenue Teams

A Tactical Guide for Auditing and Optimizing CRM + MAP Infrastructure

By Refine Labs

![images](https://content.sellbetter.xyz/hs-fs/hubfs/images.jpeg?width=200&height=200&name=images.jpeg)

This actionable guide helps sales and marketing teams evaluate and strengthen their CRM and marketing automation platform (MAP) infrastructure. Through a step-by-step checklist and guidance on best practices, the paper empowers teams—regardless of operations resources—to ensure data is flowing properly, being tracked accurately, and enabling full-funnel performance measurement. It’s packed with tactical, ready-to-implement advice for B2B revenue pros.

## What's Inside:

A full MAP and CRM infrastructure checklist

Clear explanations of First, Last, and Conversion Touchpoints

Advanced UTM and session-based tracking guidance

![Screenshot 2025-06-24 at 1.42.31 PM](https://content.sellbetter.xyz/hs-fs/hubfs/Screenshot%202025-06-24%20at%201.42.31%20PM.png?width=1426&height=802&name=Screenshot%202025-06-24%20at%201.42.31%20PM.png)

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