Welcome to the Revenue Automation Assessment

Click Next below to take your Free Automation Assessment and see how you stack up in AI-driven revenue automation!

🕑 Survey takes 2 minutes

What is your company's industry?

What is your company's current revenue range?

How many sales reps does your company (or department) have?

How many marketers does your company (or department) have?

Do you use a marketing automation platform (e.g., HubSpot, Marketo, Pardot)?

Yes

Do you use a sales automation platform (e.g., Outreach, Salesloft, Apollo)?

Yes

How do you generate and nurture leads?

Manual outreach

Basic automation

Fully automated lead nurturing

Do you use automated LinkedIn or email sequences for lead nurturing?

Yes

Do you have a CRM in place?

Yes

How automated is your lead qualification process?

Manual

Partially automated

Fully automated

Do your sales reps receive automated alerts or reminders for follow-ups?

Yes

Do you use predictive analytics for sales forecasting?

Yes

Is your proposal or contract creation process automated?

Manual

Partially automated

Fully automated

Have you implemented AI-driven chatbots for prospect questions or customer service?

Yes

How do you track customer feedback?

Manual surveys

Automated tools

Both

We don't

Do you have automated workflows for onboarding new customers?

Yes

Do you have a centralized dashboard for tracking revenue-related KPIs?

Yes

How automated are your reports?

Manually on demand

Scheduled reports

Real-time automated reporting

We don't generate reports

Is your data integrated across marketing, sales, and customer support platforms?

Partially

Fully integrated

Do you use automation tools to streamline internal workflows (e.g., Zapier, Make, Power Automate)?

All workflows automated

Some workflows automated

No workflows automated

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