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THE DOOD REVENUE SYSTEM AUDIT

How connected is your business?

12 quick decisions. A clearer view of what to fix next. No email required.

Capture the opportunityQuestion 1 of 12

01 / Lead capture

Where do new enquiries first appear?

Choose the closest match to your team today.

AScattered messages with no register✓BCopied into a spreadsheet✓CRecorded in one CRM by the team✓DCaptured automatically with duplicate checks✓EAutomatic capture, monitored failures and a tested retry path✓

02 / Lead response

How do you know a new enquiry received a reply?

Choose the closest match to your team today.

AWe cannot tell✓BSomeone checks inboxes✓CAn owner and response target are recorded✓DReminders flag overdue responses✓EActual reply times and missed targets are reviewed✓

03 / Lead qualification

How is fit assessed?

Choose the closest match to your team today.

ANo agreed criteria✓BEach person uses their own judgment✓CA shared checklist guides decisions✓DRules flag fit and missing information✓ERules are reviewed against accepted and rejected leads✓

04 / Lead routing

How does an enquiry get an owner?

Choose the closest match to your team today.

AOften unassigned✓BAssigned through messages✓CA shared queue has a named dispatcher✓DRules assign owners automatically✓EFallback owners and failed assignments are monitored✓

05 / CRM usage

Where does your team record the next action?

Choose the closest match to your team today.

APersonal notes only✓BIn a spreadsheet✓CConsistently in the CRM✓DTasks and reminders use CRM data✓EAdoption and missing next actions are reviewed✓

06 / Follow-up

What stops a promising enquiry from being forgotten?

Choose the closest match to your team today.

AMemory✓BPersonal reminders✓CA shared task list✓DScheduled tasks with reply stop rules✓EOverdue work and sequence outcomes are reviewed✓

07 / Sales pipeline

How do deals move between stages?

Choose the closest match to your team today.

ANo shared stages✓BStages vary by salesperson✓CShared stages have entry and exit rules✓DRules flag aging and missing evidence✓EStage conversion and loss reasons guide improvements✓

08 / Automation

How are repetitive tasks managed?

Choose the closest match to your team today.

AEntirely manual✓BA few individual shortcuts✓CA documented repeatable process✓DAutomations have named owners✓EFailures, retries and change history are monitored✓

09 / Integrations

How do systems exchange important records?

Choose the closest match to your team today.

ARepeated retyping✓BOccasional CSV imports✓CDocumented mappings and scheduled imports✓DConnected systems with duplicate protection✓ESync failures and record totals are reconciled✓

10 / Reporting

Can you explain the numbers on your dashboard?

Choose the closest match to your team today.

ANo regular reporting✓BManually assembled numbers✓CShared definitions and sources✓DReports refresh from connected data✓ETotals are reconciled and decisions are recorded✓

11 / Data quality

How are duplicate or incomplete records handled?

Choose the closest match to your team today.

ANot reviewed✓BCleaned when a problem is noticed✓CRequired fields and a review owner✓DValidation and duplicate alerts are active✓EQuality trends and merge outcomes are monitored✓

12 / AI readiness

What safeguards exist for an AI-assisted workflow?

Choose the closest match to your team today.

ANo agreed use case or data boundary✓BIndividual experiments✓CA bounded use case and data permissions✓DHuman review and a test set✓EQuality, exceptions and access are monitored✓

YOUR SYSTEM, AT A GLANCE

0 of 12 answered

Your three next steps

See your business automated →

Capture↓Connect↓Improve

Small changes.
Better handoffs.

Finish the assessment to see your score, a visual breakdown and three practical improvements.

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Self-assessment, not an independent audit or revenue forecast. All 12 areas carry equal weight.

CONTINUE WITH A RELATED RESOURCE

Useful next steps.

Lead management audit
CRM health check
AI automation readiness
Automation opportunity checklist

MAKE IT PART OF YOUR WORKFLOW

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Bring your customer, inventory and accounting workflows together. Tell us where the handoff gets difficult.

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