World Model Readiness
Engraved role-check instrument

For you

Role Checks

Module · Preps your calls, or flattens your outreach

The Seller's AI Check

AI can research a prospect, draft the email and summarise the call while you move to the next one. Used well it buys you time for the part that closes deals: listening and judgment. Used lazily it fills your prospect's inbox with personalised messages that are not, and your CRM with notes nobody trusts. This module checks the five habits that decide which one you are: real research, authentic personalisation, honest CRM data, listening over note-taking, and follow-up that actually happens.

Question 1 of 5 · You research before reaching out

Before you contact a prospect, do you actually know something real about them?

AI can pull a company summary in seconds, which is exactly why it is worth doing and worth checking. A generic insight the model gave everyone is not research; the prospect can tell the difference between homework and a mail-merge.

Question 2 of 5 · Personalisation is real

When your outreach says it is personal, is it, or is it a template with a name slot?

Prospects now receive dozens of AI-personalised messages a week and have learned the tells. Fake personalisation is worse than none: it signals you automated the appearance of caring without the substance.

Question 3 of 5 · Your CRM tells the truth

Does the data you and AI put in the CRM reflect reality, or optimism?

Forecasts, coaching and pipeline reviews all stand on what is in the CRM. AI-generated summaries and auto-logged activity can inflate it fast: lots of entries, little truth. A tidy CRM full of hopeful fiction is worse than an honest messy one.

Question 4 of 5 · You listen, AI takes notes

On a call, are you present with the prospect, or watching the AI notetaker?

An AI notetaker is a gift: it frees you from scribbling so you can actually listen. But only if you use the freed attention to listen. If you lean on the transcript instead of hearing the call, you gained a record and lost the read.

Question 5 of 5 · Follow-up actually happens

Do the commitments from a call turn into follow-up, or into a summary nobody acts on?

AI will summarise the call and list the action items beautifully. Whether you do them is still on you. A perfect recap that sits unread is the deal dying quietly, on schedule, with a paper trail.

For the statistics · one click each

Three questions for the public picture

These do not affect your score. They feed the anonymised, aggregated statistics; groups under 8 respondents are never shown.

Where does AI show up in your selling today?

Nowhere
Prospect research
Drafting outreach
Call notes and summaries
Across the whole cycle

How personalised is your AI-assisted outreach, honestly?

Mass template
Merge fields
AI-personalised, unchecked
Genuinely tailored
I do not use AI for outreach

Would you trust your own CRM data to build a forecast?

Not really
With caveats
Mostly yes
Yes, fully
I have not thought about it

Your context

Used to calibrate the report. Company size and sector remain in the anonymized dataset; your email does not.

What the five levels look like

Every dimension in this assessment is scored 1 to 5. This is what the levels mean, dimension by dimension. The graded report diagnoses where your own answers land and what to do about it.

You research before reaching out

  1. 1No research
  2. 2Whatever AI spits out
  3. 3Skim the summary
  4. 4Verify the key facts
  5. 5Real, specific insight

At the low end: Reaching out with no real knowledge of the prospect is a cold call wearing a name. Use AI to gather, then find the one specific thing that shows you actually looked. What good looks like: Real, specific insight per prospect is what earns the reply. Keep letting AI do the gathering so your time goes to the judgment about what actually matters to them.

Personalisation is real

  1. 1Mass template
  2. 2Merge fields only
  3. 3AI-personalised, unread
  4. 4Genuinely tailored
  5. 5Tailored and human-checked

At the low end: A template with a name slot reads as exactly that, and it burns the prospect for the next seller too. Cut the volume and make the ones you send genuinely specific. What good looks like: Tailored outreach that you have actually checked is the standard that still cuts through. Keep the human eye on it; the moment personalisation becomes automatic it stops being personal.

Your CRM tells the truth

  1. 1Fiction and optimism
  2. 2Inflated by auto-logs
  3. 3Mostly accurate
  4. 4Kept honest deliberately
  5. 5Honest, AI-assisted, verified

At the low end: A CRM full of optimism produces forecasts nobody should trust, including you. Log what actually happened and what the prospect actually said, not what you hope it means. What good looks like: An honest CRM, AI-assisted but verified by you, is what makes your forecast worth something. Keep the discipline; the value is precisely that people can trust it.

You listen, AI takes notes

  1. 1Distracted by the tool
  2. 2Trust transcript, half-listen
  3. 3Notetaker on, still present
  4. 4Fully present, AI captures
  5. 5Present, and I review the record

At the low end: If the notetaker pulls your attention off the prospect, it is costing you the very thing it was meant to protect. Let it run in the background and give the person your full attention. What good looks like: Being fully present while AI captures the record, then reviewing it after, is the ideal split. You get the human read live and the accurate detail later.

Follow-up actually happens

  1. 1Summaries, no action
  2. 2Follow up when I remember
  3. 3Manual, sometimes late
  4. 4Reliable follow-up
  5. 5Systematic, AI-prompted

At the low end: A summary with action items you never action is a record of the deal you lost. Turn every commitment into a dated task the moment the call ends. What good looks like: Systematic, AI-prompted follow-up on every commitment is what separates sellers who close from sellers who summarise. Keep the loop tight; speed of follow-up is itself a signal to the buyer.