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.

Company size Sector (optional)

Your corporate email required

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Anonymised answers feed aggregated public statistics (groups under 8 respondents are never shown); your email is deleted after confirmation. Details: Datenschutz.

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