Bring inputs
CRM fields, forms, calls, messages, reports, examples, current owner, tool stack, and the weekly task your team repeats.
AI System Tools
AI System Scorecards
Use these quick checks to inspect repeated work, messy handoffs, CRM visibility, human review, and the first AI system for growth worth planning.
Direct answer
Score the work, not the hype
These tools help you decide whether a repeated business workflow is ready for an AI agent or custom AI system. A useful scorecard should name the work, the source material, the owner, the review step, the handoff, and the operating outcome. It should not pretend a calculator can prove results.
Choose a path
The answer may be an agent, a custom workflow, a dashboard, a cleanup task, or no build yet.
Keep review
AI should prepare and route work. Sensitive customer communication, pricing, plan, and approvals stay human.
Use the plan
If a scorecard shows real fit, the AI System Plan turns the facts into a focused build decision.
Choose by workflow
Start where the handoff breaks
The right scorecard is the one closest to the repeated work your team can inspect. Pick the page that matches the current gap, then use the AI System Plan only if the facts show a build is worth doing.
Broad build decision
Use the AI measurable movement scorecard
Best when the question is whether any AI agent, workflow, or custom system has enough value to plan.
Demand handoff
Use the automation scorecard
Best when forms, CRM fields, follow-up timing, lifecycle stages, or routing are slowing qualified pipeline.
Intake quality
Use lead, chat, or readiness checks
Best when buyer intent, qualification, conversation handoff, or readiness needs a focused pass before planning.
AI Build-Case Scorecard
Check whether automation, faster follow-up, and cleaner handoffs can improve one measurable outcome.
Best starting point
Teams comparing AI agents, custom AI systems, and cleanup work before they buy another tool.
Marketing Automation Scorecard
Find whether forms, CRM handoffs, and follow-up create a repeated workflow worth fixing.
Best starting point
Teams with demand capture, follow-up, routing, attribution, or lifecycle-stage problems.
Lead Qualification Scorecard
Pressure-test fit, urgency, authority, CRM signal, and follow-up rules before handing leads to sales.
Best starting point
Teams that need cleaner lead routing and fewer vague handoffs between marketing and sales.
New
AI Chat Scorecard
Decide whether AI chat should qualify buyers, hand off conversations, confirm the build decision, or stay out of the workflow.
Best starting point
Teams deciding whether chat should capture intent, enrich records, or simply stay out of the way.
Workflow Assessment
Check the repeated-work gaps that decide whether an AI System Build is worth planning.
Best starting point
Teams that want a broader readiness pass across workflow, data, urgency, owner, and review path.
Coming soon
Sprint Build-Case Score
A tighter scorecard for budget, urgency, CRM quality, and lead volume.
Questions answered
Scorecard questions
What are the scorecards for?
They help you inspect whether a repeated workflow has enough signal, owner clarity, review steps, and value to become an AI system.
Do they replace the AI System Plan?
No. A scorecard is a quick self-check. The AI System Plan uses the actual context to recommend the first useful agent, custom system, cleanup step, or wait decision.
Is the AI measurable movement calculator a financial projection?
No. It is a build-case scorecard. It helps identify the facts needed for a financial projection: baseline, workflow volume, operating metric, owner, review path, implementation cost, and measurement window.
Which scorecard should I start with?
Start with the page closest to the work your team repeats: broad AI build-case scoring, marketing automation, lead qualification, AI chat, or readiness.
AI System Plan
Find the gap before planning the build
The AI System Plan evaluates your business across the numbers that decide whether a sprint is the right next move.