How much revenue is your CRM leaving on the table?
A 3-minute check to see where AI agents can change the game for your customer experience and commercial performance. Get an instant, personalised report — no technical knowledge needed.
Do you know what percentage of your revenue comes from existing customers?
This reveals how well you understand your retention economics.
Question 4 of 13
Do you know your customer churn rate — and what it costs you annually?
Most companies don't. The ones that do have a significant advantage.
Question 5 of 13
When you contact customers — is it based on their behaviour and history, or the same message to everyone?
Personalisation is the #1 driver of CX performance.
Question 6 of 13
Do you know who your top 20% of customers are — and do you treat them differently?
In most businesses, 20% of customers generate 80% of revenue.
Question 7 of 13
Where does your customer data live today?
This is the #1 hidden blocker for AI agent deployment.
Question 8 of 13
Are your CRM dashboards regularly used by the team for decisions — or does nobody open them?
A dashboard nobody looks at is a cost, not an asset.
Question 9 of 13
In the last 6 months, has your CRM data directly influenced a business decision?
Not a report — an actual decision that changed something.
Question 10 of 13
How confident is your team in acting on CRM data?
Technology is only as powerful as the people using it.
Question 11 of 13
If an AI agent were to handle your customer interactions tomorrow — what would break first?
This reveals your real AI readiness — be honest.
Question 12 of 13
When a customer issue escalates from AI to a human agent — what happens today?
The handoff moment is where most AI deployments break down.
Question 13 of 13 — Last one
Imagine an AI agent handling your customer interactions 24/7 — what's the one outcome that would change everything for your business?
More retention, faster response, better upsell — what matters most to you? This shapes your recommendations and is the perfect starting point for our conversation.
Analysing your responses...
Building your personalised report
→ Mapping your CRM maturity level
→ Identifying revenue opportunities
→ Assessing AI agent readiness
→ Generating recommendations
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Your CRM & AI Opportunity Report
Generating your personalised report...
Want to explore this further?
This report is a starting point. A 30-minute conversation with Elena will show you exactly which of these opportunities to act on first — and how.