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    Where could AI reduce routine sales administration?

    Answer 15 questions about pipeline admin, follow-up and the quality of your sales records. Your result gives an indicative view of which routine sales task could be tried first, with a salesperson reviewing the output.

    15 multiple-choice questions
    15 questionsFreeReport on screen when you finishNo account needed
    Example report · Deploy now

    Example verdict: a pilot looks worth exploring once the groundwork is checked.

    Opportunity74
    Readiness68

    Your report includes

    1. 01Where your sellers' hours go each week
    2. 02Which sales task looks most suitable for a first trial, if any
    3. 03Three suggested next steps

    Example scores for illustration. Your scores come from your own answers.

    How it works

    How the assessment works

    Step 1 of 3

    Answer 15 questions

    The questions ask how this part of your business runs today. No technical knowledge is needed. Your answers are saved when you finish the last question and add your details.

    About this assessment

    What this assessment measures

    An indicative score of AI opportunity and readiness across your pipeline admin, follow-up rules and sales records, based on your own answers.

    It gives two separate scores. Opportunity reflects how much repeated, manual work your answers describe in this part of the business. Readiness reflects how far your answers suggest the process, records and tools are documented and organised, including any current use of AI tools.

    What this assessment covers

    The AI Sales Process Assessment asks 15 questions about sales, pipeline, automation as they work in your business today: the volume of work, how much is done by hand, who does it, what is written down and where the records are kept. Opportunity and readiness are scored separately, and together they place your result in one of four positions: deploy now, foundation first, extend what works, or watch and prepare.

    What your report provides

    Your report opens with a one-line summary and your two scores, followed by four area scores and findings that quote the answers you chose. It ends with three suggested next steps. The results are indicative: they come from your own answers and fixed scoring rules, so treat them as a starting point for discussion.

    After the report

    What the report can lead to

    Where the report suggests AI could take on part of the work, that usually means an AI agent. An AI agent carries out defined steps across your tools. We agree with you what it can access, which actions need a person to approve them and how exceptions are handled, then test it before wider use. We can set one up as an agent deployment or a custom AI application, run by your team or supported by us as a managed service.

    Where the report suggests preparation comes first, an AI workshop or a short piece of AI consultancy can help with it. Your team can also do that preparation without us: writing down the process, tidying the records or trying a small test.

    Start here

    Start the assessment

    15 questions about how this part of your business runs today.

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