The sales process lives in people's heads.
Qualification and follow-up vary by rep, so AI has nothing consistent to speed up.
The diagnostic that comes before the build
AI Sales Readiness Assessment.
Before you train the team or buy another tool, find out where your sales process and AI use actually stand. Clevette Coombs Consulting runs a structured diagnostic for owner-led B2B companies and delivers a prioritized roadmap: what to fix first, what to train, what to build, and what to leave alone.
FoundersSales leadersOwner-led B2B companiesNon-technical teams welcome
20+years corporate sales
$250M+career sales
$7Msold in one year
3+years building with AI
Why start with a diagnostic
Most AI spend fails at the workflow, not the tool.
Teams buy licenses before they agree on qualification, follow-up or what good AI use looks like. The assessment finds the real gap before money goes into training or software.
The CRM cannot answer leadership's questions.
Scattered notes and missing context make pipeline reviews slow and forecasts soft.
AI use is individual, invisible and ungoverned.
Some reps use it well, some not at all, and nobody can name the return or the risk.
What the assessment covers
Five lenses. One roadmap.
Each area is reviewed against how your team actually works, not against a generic maturity chart.
Leadership interviews
Short conversations with the people who own revenue, to surface where deals stall and what leadership cannot currently see.
Sales process maturity
How qualification, discovery, follow-up and deal inspection run today, and how much depends on individual habits.
Pipeline and workflow review
Where information lives, how it moves between people and tools, and where revenue loses momentum between steps.
AI use and governance
A map of how the team already uses AI, where quality and risk are unmanaged, and which use cases are worth standardizing.
Prioritized roadmap
A written recommendation ordered by revenue impact: what to fix, train and build, with a clear first step. Yours to keep either way.
After the assessment
The roadmap leads somewhere real.
The findings point to a concrete next step, and you choose who executes it.
Train the team
Role-based sales and AI training built on live deals. See AI sales training for B2B teams.
Strengthen the founder
For owner-led firms where the founder still carries revenue. See B2B sales training for founders.
Build the system
CRM structure, follow-up workflows, shared prompts and reporting, built from the agreed standards.
Run it yourselves
Some teams take the roadmap and implement internally. That is a legitimate outcome, and the roadmap is written so they can.
Assessment FAQ
Before you book.
A structured diagnostic that maps how sales work moves through your business today, where revenue loses momentum, how your team currently uses AI, and what to fix first. It ends with a prioritized implementation roadmap.
It is scoped to team size and tool stack after a complimentary 15-minute fit call. It is not a flat-rate package because no two pipelines carry the same work.
Timeline is set during scoping and depends on team size and how many people need to be interviewed. The fit call establishes both.
No. The roadmap is yours whether or not the engagement continues. Some clients implement it internally, others ask Clevette to train the team or build the systems it calls for.
Clevette Coombs, a sales and AI trainer with 20+ years in corporate sales, more than $250 million in career sales, and 3+ years building AI automations, CRMs and business systems with ChatGPT, Codex, Claude, Claude Code, Perplexity, n8n and Make.
Find the real gap before you spend on tools or training.
Book a 15-minute fit call. Bring the sales problem or the AI question, and Clevette will tell you whether the assessment is the right first step.