A one-page audit for founders and operators evaluating AI workflow automation and custom CRM development. Use it before your next build or HubSpot renewal.
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- Map one week of sales ops — circle repetitive, rules-based steps.
- List data objects (leads, deals, accounts) and who owns each field.
- Score automations: impact × feasibility (1–5 each).
AI Automation Audit Checklist
- Document current CRM / stack and monthly tool cost.
- Define pipeline stages in plain language (no tool jargon).
- Identify top three leaks: slow follow-up, bad data, manual reporting.
- Pick one AI automation pilot: triage, summaries, or next-best-action.
- Set success metrics: time-to-first-response, conversion, hours saved.
- Decide build vs buy: custom CRM vs HubSpot for your motion.
- Plan data residency and access roles before agents touch production data.
- Run a 30-day pilot with a kill switch if metrics do not move.
- Schedule weekly review with engineering + sales in the same room.
- Book a second opinion if scope touches compliance, billing, or multi-tenant portals.