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The AI Placement Audit for Your Sales Process: Map Every Stage and Decide Where AI Belongs

AI works when it sits in the right place. Put it in the wrong stage and you automate mistakes or lose deals that needed a human.


This audit helps you map every stage of your sales process, mark what's currently automated, decide what should be, and identify where human checkpoints need to sit. Use the decision criteria when you're unsure and the handoff worksheet when you're ready to define the trigger.

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In this free guide, you'll be able to:

Audit each stage of your sales process from research to closing and mark whether it's currently automated, should be, and what human checkpoints are needed.

Use the decision criteria to answer whether a task is a good automation candidate or should stay human-led

Define your handoff triggers, ownership rules, and context handoff so reps know what the workflow learned and can pick up without gaps.
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