AI Sales & Marketing Scorecard

Discover your AI maturity and unlock exponential growth opportunities

Questions

Core Areas

Minutes

💼
Sales AI Capabilities

How does your team currently use AI for lead generation and prospecting?

Manual prospecting only - no AI tools Basic AI tools for lead research (LinkedIn Sales Navigator, etc.) AI-powered lead scoring and prioritization Fully automated AI prospecting with personalized outreach

What level of AI assistance do you use for sales conversations and follow-ups?

No AI assistance - all manual communication Basic email templates and scheduling tools AI-generated personalized emails and call summaries Real-time AI coaching during calls plus automated follow-ups

How do you currently analyze and optimize your sales performance?

Manual reporting and gut-feel analysis Basic CRM reporting and dashboards AI-powered sales analytics and forecasting Predictive AI with real-time coaching and optimization

📢
Marketing AI Capabilities

How do you use AI for content creation and marketing campaigns?

All content created manually by team Occasional use of AI writing tools (ChatGPT, etc.) Regular AI content generation with human oversight Fully integrated AI content strategy with personalization

What's your approach to AI-driven customer segmentation and targeting?

Basic demographic segmentation only Behavioral segmentation using analytics tools AI-powered predictive segmentation and lookalike audiences Real-time AI personalization across all touchpoints

How do you measure and optimize marketing ROI using AI?

Basic attribution reporting only Multi-touch attribution with some automation AI-driven attribution and budget optimization Predictive ROI modeling with automated campaign optimization

⭐
Customer Experience AI

What AI tools do you use for customer support and engagement?

All customer support handled manually Basic chatbot for simple inquiries Smart AI chatbot with escalation to humans Advanced AI with sentiment analysis and proactive support

How do you use AI to predict and prevent customer churn?

React to churn after it happens Basic retention campaigns based on usage patterns AI-powered churn prediction with targeted interventions Proactive AI-driven customer success programs

📊
Data & Analytics AI

How integrated is AI in your data analysis and business intelligence?

Manual data analysis and basic reporting Standard BI dashboards with some automation AI-powered insights and anomaly detection Advanced AI analytics with predictive modeling across all functions

What's your current approach to AI governance and data privacy?

No formal AI governance or policies Basic data privacy compliance only Established AI governance framework and policies Comprehensive AI ethics, governance, and security program

out of 50 points

Sales AI

/ 15 points

Marketing AI

/ 15 points

Customer Experience

/ 10 points

Data & Analytics

/ 10 points