Sales PhysicianRevenue Optimization

AI Agent Assessment · free

Would AI agents help optimize my revenue opportunity?

44 questions, about 15 minutes, for the owner, CEO, head of sales or revenue operations leader. As soon as you finish you'll see your diagnosis, two scores and your three best starting agents.

About you

We use these details only to send you your results.

Part 1. About your business

These set the context for your report and the hours-freed estimate.

Part 2. Where your team's time goes

About how many hours a week does a typical person in the role spend on each task?

Researching prospects and accounts before outreach Sellers, hours per person per week
Building and cleaning contact and lead lists Sellers or marketing, hours per person per week
Writing first-touch and follow-up emails Sellers, hours per person per week
Logging calls and updating the CRM Sellers, hours per person per week
Preparing for meetings and writing up notes Sellers, hours per person per week
Responding to and qualifying inbound leads Sellers or SDRs, hours per person per week
Building proposals, quotes and RFP answers Sellers, hours per person per week
Pulling pipeline and forecast reports Managers, hours per person per week
Answering routine product, pricing and status questions Sellers or customer success, hours per person per week
Onboarding check-ins and renewal reminders Customer success, hours per person per week

Part 3. Business pressure

How true is each statement of your business today?

We would grow faster if our sellers had more time to sell.
We can't add headcount as fast as we need to grow.
Inbound leads often wait more than one business day for a response.
Our cost of sale is rising faster than our revenue.
We lose deals or renewals because follow-up slips.
Much of our team's daily work follows the same steps every time.

Part 4. Process readiness

How true is each statement of your business today?

Our sales process stages are defined and the team follows them.
We could write down how a good lead is qualified, and most of the team would agree.
Hand-offs between marketing, sales and customer success are clear.
We have approved messaging and templates the team actually uses.
When we change a process, we measure whether it worked.

Part 5. Data and systems readiness

How true is each statement of your business today?

Our CRM is the trusted record of every customer and opportunity.
CRM data is kept current, usually within a day.
Customer information lives in a few systems, not in personal spreadsheets and inboxes.
Our CRM, email and calendar are connected to each other.
We know what customer data we may and may not share with outside AI tools.

Part 6. People and leadership readiness

How true is each statement of your business today?

Leadership has a clear view of how AI should and should not be used with customers.
Someone owns decisions and budget for AI in our revenue team.
Our team adopts new tools quickly once they see the benefit.
Anything AI writes for a customer would be reviewed by a person before it is sent.
Our people see AI as help, not as a threat to their jobs.

Part 7. In your words

Your answers are kept private to Sales Physician. Glenn reviews your full report before it is sent to you.