AI Adoption DiagnosticGlobal Sales Operations
A 2-week look at where AI is actually helping this sales team — and where it isn't. Built to answer five plain questions a sales leader can act on this quarter.
Most reps are trying it
Too much rework before client-ready
Unclear what's allowed vs. risky
Five questions, five answers
Click any question to explore the data behind it. Each one takes about 30 seconds.
Where is AI actually being used?
Mostly in CRM notes, meeting prep and proposal drafts.
4 in 10 reps also use unapproved AI tools each week.
The three biggest blockers
Each one is a thing a sales leader can recognize and fix.
AI drafts aren't trusted enough to send to clients
Reps don't know what's allowed vs. risky
Adoption is uneven across regions
Three things to do this quarter
Sequenced so each one makes the next one easier.
Add an AI review step before proposals go out
Less rewriting. More trust.
Replace the policy PDF with a 1-page playbook
Reps know what's allowed.
Coach managers to review AI work the same way
One quality bar across pods.
Seven numbers, re-checked in 30 and 60 days
One scorecard for the monthly sales leadership review. Each number has an owner and a clear next checkpoint.
Adoption
% of the team using AI weekly
Quality
% of AI drafts sent without major rewriting
Speed
Time saved per proposal, QBR, follow-up
Trust
Are we over- or under-trusting AI output?
Workflow fit
% of priority use cases built into normal selling
Clarity
% of reps who know what's allowed, risky, off-limits
Business impact
Pipeline support, cycle time, doc quality
Day 30 is a quick pulse — are we moving? Day 60 is the full score — are we hitting the target? One page, reviewed monthly by sales leadership.