Don't have your sales documents ready? This free worksheet guides you through everything the AI needs — organized across all 6 diagnostic dimensions, with coaching notes and examples so you're never stuck.
Complete each section before uploading to the AI Audit. Every field helps.
Explains what matters in each area and why the AI weighs it. Removes the guesswork.
See what "good" looks like. Edit the examples or replace with your actual data.
Every field has a fallback note: estimate your best guess or write "not tracked yet" — partial data still helps.
Each section shows exactly how it maps to the AI Audit dimensions and what data improves your score accuracy.
ICP clarity, segmentation, buyer personas — who you're selling to and how well-defined they are.
Lead generation, qualification criteria, funnel health, conversion rates — how deals flow in.
Defined sales stages, follow-up cadence, consistency of execution — how deals move forward.
Go-to-market approach, direct vs indirect channels, channel mix — how you reach the market.
Team structure, role clarity, capacity, training and onboarding — who executes the strategy.
CRM usage, automation, sales content quality — the infrastructure behind your sales motion.
The AI reads your uploaded documents to calibrate your report. More context = more accurate findings = more actionable output. The template is the fastest way to give the AI exactly what it needs.
Download the free template, fill it in, then use it as your starting point for a full AI Audit. The AI reads your uploaded docs to give you a sharper, more personalized 10-page report.