1️⃣ Create a Notion account (if you don’t have one yet) → notion.so/signup
2️⃣ Duplicate this checklist into your workspace → click “Duplicate” in the top-right corner.
3️⃣ Work on your own copy: tick the boxes, add notes, and track your progress.
🎯 In less than 10 minutes, you’ll get a clear view of your AI & Execution maturity and the priorities to address before the audit.
This document helps you prepare for your AI & Commercial Execution Audit with JBSCALE.
Before the call, please review this checklist and reflect on your processes, your data, and your priorities.
🎯 Objective: arrive at the audit with a clear understanding of your strengths, blockers, and first automation opportunities to explore together.
☐ Our sales process (lead → closing) is well defined and documented.
☐ Our CRM data is reliable and regularly updated.
☐ We have clear visibility on key pipeline stages.
☐ Our performance indicators are tracked and shared.
☐ We can export or connect our data to other tools (API, Zapier, Make).
💡 Prepare one concrete example where your current data doesn’t allow fast action or clear decisions.
For example: a pipeline with no visibility on risks, slow reporting, or customer signals that are hard to exploit.