The Agent Readiness Assessment
Six questions. Find out how many seller hours, how many dollars, and how much pipeline risk are sitting in your sales system, and whether it is ready for agents.
How many systems hold your sales data, and do they talk to each other?
Count the CRM, email, calendar, call recordings, support tickets, product usage, billing, and the spreadsheets in between.
How much of a rep's week goes to CRM admin and manual follow-up versus actually selling?
Admin = logging calls, updating stages, writing recaps, chasing next steps. Selling = live conversations with buyers.
How current and trustworthy is your CRM?
Do open deals carry a real next step and an honest date, or is the forecast a fiction rebuilt by hand before every pipeline review?
After a call or an inbound signal, how long until follow-up actually happens?
The recap email, the booked next step, the reply to a demo request or a pricing-page visit.
When a target account raises a round, hires an exec, or launches something, what actually happens?
Funding news, a new VP of Sales, a product launch, a job posting that tells you a budget just appeared.
If an automated action went out on your behalf, could you tell what it did, what data it read, and why?
The email that sent, the field it wrote, the records it read to decide. And could you approve it before it went out?