Can AI even see your pipeline?
Before any AI tool can help you sell, it has to see three things: who your customers are, what happens between interest and sale, and whether it's working. Many small businesses have none of the three anywhere a machine can read.
That's not a failure. It's what happens when the founder sells by hand: the system lives in one head and one inbox. It works, until you're busy making the product, or away for a week.
Can a machine find your customers?
One place, one record per person, and a known source for each. Without it, every AI tool guesses.
Can someone else run your follow-up?
If the steps live only in your memory, automating them means automating guesses.
Would you notice if sales dropped?
A few numbers checked every week turn a gut feeling into something you can improve, and something an agent can act on.
Answer what's true today, not what you plan. If you're not sure, it's a no.
This is a small piece of how I start every project: a diagnosis before anything gets built.
Your score
0 out of 12
AI is flying blind
Right now an AI tool would have nothing reliable to work with. The good news: the base is the cheapest part to fix, and everything after it gets easier.
AI sees parts of it
Some of the base is there. The gaps are where automation would break first, and where a fix pays back fastest.
Ready to automate
Your base is solid in every area. This is where automation pays: the repeatable parts can run on their own while you keep the conversations.
Your weakest area
Data
What to fix first
Pick one place for every customer and lead, merge the duplicates, and add a source field you fill in every time.
The step-by-step guide →Process
What to fix first
Write down the steps from enquiry to sale, put a name next to each one, and set a 24-hour rule for first replies.
The step-by-step guide →Measurement
What to fix first
Pick three numbers (enquiries, conversion, revenue by channel) and look at them every Monday. Same time, same place.
The step-by-step guide →By area
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In a free 45-minute check-up I'll walk through your answers with you and tell you what I'd fix first. Whether or not you hire me.
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