AI sales readiness scorecard and work register
Assess research, outreach, follow-up and approval arrangements, then record the work, source evidence and next action.
The Business Fix · 006
Build Your First AI Sales Employee.
Sales preparation takes time. Giving AI permission to sell is not the answer.
Give AI a narrower job: organise approved account information, prepare outreach or draft a meeting follow-up. Use a readiness review and responsibility worksheet to keep the commercial decisions with a person.
£29one-off · digital toolkit · no subscription
Secure Stripe checkout. No account required.
What should change
An AI-assisted sales task with clear human control.
Unchecked drafts can turn a guess into a customer fact or a suggestion into a promise. The time saved in preparation is less useful if someone has to untangle the commitment afterwards.
By the time you finish, you should have:
- A review of which sales-support work is ready to test
- A written owner and approval approach for that work
- Research, outreach, follow-up or CRM-summary drafts prepared from sources you supplied
The tools to start with
AI sales responsibility worksheet
Write down decisions about the sales role, research, follow-up and human approval so responsibility is clear before you use a draft.
CRM summary prompt
Draft a summary from your sales notes for you to check and enter into your CRM. No CRM connection or automatic update is included.
Look inside the system
See the working tools before you buy.
These graphics use the matching product cover and selected previews from the real files in Business Fix 006. They show the structure and route without exposing the complete buyer pack.
Select any image for a larger view. Preview content is intentionally limited.
Is this the right fix?
Start with the problem you recognise.
You already have a sales process and approved customer information, but spend too much time preparing records and follow-up material.
Choose something else if...
You want a bot to find leads, send emails, update your CRM or agree prices without review. No software integration or autonomous salesperson is included.
The working method
Give AI preparation work, not commercial authority.
Define narrow sales-support jobs, verified inputs, acceptable outputs and human approval gates before using AI for prospect research, outreach or follow-up.
Worked example
AI can prepare an account brief and draft follow-up from approved notes; a person still checks the evidence, decides the offer and approves every material commitment.
Examples show the method; they are not a promise about your business.
Included
What the working files help you do.
- AI sales workflow starting guide — Choose sales preparation work for AI while keeping customer contact, pricing and commitments under human control.
- AI sales readiness scorecard and work register — Assess research, outreach, follow-up and approval arrangements, then record the work, source evidence and next action.
- AI sales responsibility worksheet — Write down decisions about the sales role, research, follow-up and human approval so responsibility is clear before you use a draft.
- Account-research prompt — Organise the account information you supply into evidence, unknowns and a draft summary. It does not find or verify new facts for you.
- Outreach preparation prompt — Prepare a customer approach from approved notes and expose missing information before it reaches a prospect.
- Meeting follow-up prompt — Turn meeting source notes into follow-up material, with promises and proposed actions held for human approval.
- CRM summary prompt — Draft a summary from your sales notes for you to check and enter into your CRM. No CRM connection or automatic update is included.
- AI sales workflow review — Check the evidence, approval boundary and owner of one AI-assisted sales change before deciding whether to keep it.
Also in the download: supporting files and notes
- Product cover artwork
The numbered product cover is included for identification. It is not an additional business tool.
cover-006.svg - File guide and opening instructions
Identifies the starting files and explains the order of work if the download is unpacked or separated.
README.txt
Additional blank working notes
These files share the same blank fields for facts, assumptions, owner, date, next action and evidence at review. Use them to record your own thinking on the named topic. They are not additional calculators, populated plans, scripts or software tools, even where a historic filename suggests otherwise.
- Sales process map — blank notes02-sales-process-map.txt
- Prospect research framework — blank notes03-prospect-research-framework.txt
- Account research prompt — blank notes04-account-research-prompt.txt
- Outreach preparation prompt — blank notes05-outreach-preparation-prompt.txt
- Personalisation framework — blank notes06-personalisation-framework.txt
- Outreach message library — blank notes07-outreach-message-library.txt
- Follow up sequence — blank notes08-follow-up-sequence.txt
- Objection preparation prompt — blank notes09-objection-preparation-prompt.txt
- Discovery call preparation — blank notes10-discovery-call-preparation.txt
- Meeting follow up prompt — blank notes11-meeting-follow-up-prompt.txt
- Proposal preparation framework — blank notes12-proposal-preparation-framework.txt
- Dormant lead reactivation — blank notes13-dormant-lead-reactivation.txt
- CRM summary prompt — blank notes14-crm-summary-prompt.txt
- AI sales manager review — blank notes15-ai-sales-manager-review.txt
- Human approval rules — blank notes16-human-approval-rules.txt
- Sales AI quality checklist — blank notes17-sales-ai-quality-checklist.txt
- 30 day AI sales implementation — blank notes18-30-day-ai-sales-implementation.txt
Related Business Fixes
An AI draft needs a credible customer and offer behind it. Start with the prospect and problem if those are still unclear.
For AI opportunities outside sales, compare recurring tasks and measure capacity value before deciding what to test next.
Questions before buying
Why buy this rather than use a free template or ChatGPT?
The point is not to collect more prompts. It is to connect sales preparation to source evidence and human responsibility. The workbook and worksheet help you define that control; four short task prompts give you starting instructions to customise. Your existing AI tool remains separate.
What does this Business Fix help me do?
Give AI a narrower job: organise approved account information, prepare outreach or draft a meeting follow-up. Use a readiness review and responsibility worksheet to keep the commercial decisions with a person.
What is included?
The main tools include AI sales workflow starting guide, AI sales readiness scorecard and work register, AI sales responsibility worksheet.
Is it a course?
No. These are downloadable files, not lessons or a subscription. You do the work in your own business.
When can I buy it?
It is available now through secure Stripe checkout. The listed price is the final customer price.
The Business Fix 006
Define a controlled AI sales task
£29 one-off payment. Digital download. No subscription.
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