Pipeline Health Diagnostic
8 quick questions. Real read on where your pipeline bleeds.
No form fills, no email gating, no calculator gymnastics. Just yes-or-no answers about how your revenue engine actually runs today. We'll give you a colour-coded health score, the top three things to fix, and a recommendation for which AI agent to start with.
1. Do you have a written list of your top 50 named accounts — and is your team actively working those accounts (not just hoping)?
2. Are 90%+ of your inbound enquiries (form fills, demo requests, partner intros) replied to within 1 hour during business days?
3. Do you have a clear, documented Ideal Customer Profile (ICP) — specific industry, role, company size — that everyone on the team can recite?
4. Is your CRM up-to-date — less than 5% of contacts missing email, title or company — and free of duplicates?
5. Do you know exactly which campaigns sourced your last 5 closed-won deals — and can your CFO see this without asking marketing?
6. Are you tracking which content (case studies, articles, decks) actually moves deals forward — not just download counts?
7. Do you get notified when key buyers change jobs at target accounts — or when competitors lose renewals at companies you sell to?
8. Can your CFO see a real-time pipeline number from your CRM — not a spreadsheet assembled the night before the board meeting?