> At around 20 people, the systems that worked for a founding team start to break. A practical checklist across sales, marketing, service, data and AI, in the order that usually pays back first. > > Web page: https://www.growaxis.net/insights/digital-transformation-checklist-20-person-company [Insights](https://www.growaxis.net/insights) GrowAI # A digital transformation checklist for a 20-person company At around 20 people, the systems that worked for a founding team start to break. A practical checklist across sales, marketing, service, data and AI, in the order that usually pays back first. By GrowAxis team · 20 October 2026 · 2 min read At around 20 people, a company usually outgrows spreadsheets, shared inboxes and tools set up by whoever needed them first. Digital transformation at that size is mostly about one source of truth per job, connected tools and a few automations, in an order that pays back quickly. ## Customers and sales - One CRM for every lead, contact and deal. - Pipeline stages with written rules. - Email and calendar activity logged automatically. - A weekly pipeline review from CRM reports, not spreadsheets. ## Marketing - Website forms flowing straight into the CRM. - Campaign tracking tied to leads and deals. - One dashboard for leads and cost per lead by channel. ## Customer service - A helpdesk instead of a shared inbox. - Tickets linked to the customer record in the CRM. - A help centre for the most common questions. - Satisfaction scores collected after resolved tickets. ## Data and security - A named owner for each system. - Single sign-on and two-factor login where possible. - Access removed on the day someone leaves. - A regular check of data quality in the CRM. ## Automation and AI, once the basics work - Lead routing and follow-up reminders. - Lead scoring based on fit and behaviour. - Chatbots for routine questions, with a route to a person. - Forecasts of pipeline and churn. ## How GrowAxis helps GrowAI starts with an AI readiness review, then builds on your stack: CRM automation, lead scoring, service bots, performance dashboards and forecasting. Our AI engineers build it with your team, it goes live within 30 days, and it is measured on automation coverage, hours saved, forecast accuracy, data accuracy and dashboard adoption. [Related engineGrowAIPredict, automate, optimiseHow GrowAI works](https://www.growaxis.net/engines/growai)[Related serviceDigital transformationDigital transformation for SMEs that starts where revenue is made: CRM, marketing data, helpdesk, automation and AI set up around how your team sells and serves. Live within 30 days.See how it works](https://www.growaxis.net/services/digital-transformation) Where is your growth stuck? 30 minutes with our team. We map it, and tell you which engine to install first. No pitch. ## More insights - [Digital transformation for SMEs starts with the commercial team2 min read](https://www.growaxis.net/insights/digital-transformation-starts-with-the-commercial-team) - [AI in customer operations: what to automate first, and what to keep human2 min read](https://www.growaxis.net/insights/ai-in-customer-operations-what-to-automate-first) - [Where AI helps a small team grow, and where it doesn’t2 min read](https://www.growaxis.net/insights/where-ai-helps-a-small-team) ## Find out which engine you need first. 30 minutes with our team. We map where your growth is stuck, which engine to install first and what installing it looks like with your team. No pitch. 30 minutes · Free · No pitch You leave with 1. The engine to start with, and why 2. What it would install: process, tools, AI and people 3. The path from signature to live within 30 days --- ## Contact GrowAxis - Email: contact@growaxis.net - Phone: +32 492 41 3612, +20 106 168 3566 - Offices: Uxbridge, United Kingdom & Cairo, Egypt - Profiles: https://www.linkedin.com/company/growaxis, https://www.instagram.com/growaxiss/ - The first step is a free 30-minute growth assessment: https://www.growaxis.net/#assessment