Is your CRM doing the basics?

Eight yes/partial/no checks. We'll score your sales pipeline out of 24, name the gaps, and estimate what they're costing you in conversion.

CRM workflow gap analyser hero illustration

Eight checks

For each one: Yes (works today) / Partial (sort of) / No (it doesn’t).

1. Every new lead is logged within 24 hours (auto or manual)

2. Lead source is tracked for every enquiry

3. Reminders fire automatically for follow-up tasks

4. You can pull a list of leads who went quiet 14+ days ago

5. New customers trigger an onboarding sequence

6. Quotes / proposals are tracked to outcome (win / lose / no-decision)

7. Lost-deal reasons are captured

8. Reporting is one click, not a manual export

Your score

CRM workflow score

8 / 24

Band: broken.

Estimated annual cost of these gaps

£19,000

Rough rule for an SME around £200k+ revenue — sense-check only.

Top 3 gaps to close first

PartialYou can pull a list of leads who went quiet 14+ days ago
PartialEvery new lead is logged within 24 hours (auto or manual)
PartialReminders fire automatically for follow-up tasks

What this means

Broken - this is costing you real money

Score below 10 means most lead-stage moments are unstructured. An Assessment maps the four CRM moves we make first, with named tools and a 7-day plan.

Book an Assessment £799

Optional

Get the four CRM moves we make first

A one-page follow-up: the four CRM/pipeline moves we recommend first inside an Assessment, with the exact UK-friendly tool stack we usually land on. No spam.

Free

Personal score + 3 quick wins to try

The 9-question AI readiness quiz. Two minutes, no sign-up. We send your score and three small things you can try this week.

Take the free quiz

From £799

AI workflow assessment

60-minute interview, 48-hour custom report with named tools, exact steps and a 7-day plan. Money-back if we don’t surface 5+ hours a week.

Book an Assessment £799

Done for you

Done-for-you Agent Build

We design, build, and hand over the AI agent. Scoped on a call, priced by complexity band. Best for owners short on time, not ideas.

See Agent Build

How this works

The eight checks are sales-pipeline behaviours, not tool features. A well-run spreadsheet can score 18+ if the discipline is there. A badly-configured Salesforce can score 6 if no-one actually uses it.

Each question scores 3 for Yes, 1 for Partial, 0 for No. Maximum score is 24. The bands are: 18+ Solid, 10-17 Patchy, under 10 Broken, under 5 Very broken.

The annual cost is a rough rule for an SME around £200k+ revenue. High-impact gaps (like not being able to pull a list of quiet leads) cost more than nice-to-haves (like reporting being one-click). Treat it as a sense-check, not a forecast.

Quick FAQ

Questions about this tool.

Answer No to most of these and use the score as your starting point. The eight checks are sales-pipeline behaviours, not tool features — a well-run spreadsheet can score 18+, and a badly-configured Salesforce can score 6.

Rough rule for a UK SME doing £200k+ revenue: each 'No' on a lead-stage question is about £3-8k a year in lost or delayed conversion. We use a sliding scale per question — high-impact gaps (like not being able to pull a list of quiet leads) score higher than nice-to-haves.

Partial means it works for some leads, some of the time. No means it doesn't happen at all. If a process happens but isn't consistent, that's Partial.

Only if you opt in to the email follow-up. The tool runs entirely in your browser otherwise.

A 60-minute interview, a 48-hour custom report with named tools, exact steps and a 7-day plan. £799, money-back if we don’t surface 5+ hours a week. See what’s in the report.