Access-controlled diagnostic tool · Ready for limited customer use
Apps and tools

SMB Sales Flow Check: Interactive diagnosis and AI reporting

Interactive diagnosis and AI reporting to uncover sales friction and prioritise next steps.

SMB Sales Flow Check is built for leaders and commercial environments that want to map friction and bottlenecks in sales flow — across ten commercial dimensions, with AI-supported reporting and an admin console.

Request access codeOpen access-controlled solution

The solution is access-controlled and developed as a portfolio project / closed test environment — not presented as a finished commercial product.

The challenge the project addresses

Many organisations have invisible friction in their sales function: unused CRM systems, unstructured proposal processes and weak lead follow-up. The challenge is to uncover root causes systematically and make improvement areas visible before further prioritisation.

The project's model and core logic

The diagnosis maps sales friction across ten commercial dimensions — from lead capture and CRM use to follow-up, proposal processes and AI maturity.

  1. Main assessment

    20 multiple-choice questions across ten dimensions produce dimension and total scores.

  2. Deep dive

    The weakest areas trigger follow-up questions on root causes, duration and historical missteps.

  3. AI analysis

    Gemini interprets scores and free text and generates a customer report and internal sales assessment in parallel.

  4. Follow-up

    Responses are collected with contact details, score, lead quality and recommended follow-up.

What has been built or developed

  • Access-controlled diagnostic app with structured question flow
  • Tailored PDF report with concrete actions
  • Admin console for follow-up

Core modules and functional areas

The solution is built for SMB sales, but can be adapted to other commercial environments.

Main assessment

Built

20 multiple-choice questions across ten commercial dimensions.

Deep dive

Built

Follow-up questions in the weakest areas about root causes, duration and historical missteps.

Gemini AI analysis and PDF report

Built

Gemini generates a customer report and internal sales assessment, while the customer receives a PDF report when the diagnosis is complete.

Admin console

Built

Collects responses with contact details, score, lead quality and recommended follow-up.

How the solution works

The diagnosis is completed in four steps and takes under ten minutes.

  • Main assessment and deep dives provide scores and root-cause insight across ten dimensions.
  • Gemini generates a customer report and internal assessment; PDF and admin console support follow-up.

Application and relevance

For SMB leaders and commercial teams

Provides a structured diagnosis of sales friction, CRM use, follow-up and proposal processes.

For advisors

Can provide faster qualification of potential clients and a better basis for prioritisation and follow-up.

Immediate value

The respondent receives a tailored PDF report with concrete actions when the diagnosis is complete.

Possible application format

  1. Agreement and access

    Brief clarification of purpose, target group and follow-up. The respondent receives an access code for the survey.

  2. Diagnosis

    The respondent completes the survey across ten commercial dimensions — typically in under ten minutes.

  3. Deep dive

    The weakest areas trigger follow-up questions on root causes, duration and historical missteps.

  4. Reporting

    AI generates customer report and internal sales assessment in parallel — with score, lead quality and recommended follow-up. The customer receives a tailored PDF report as soon as the diagnosis is complete.

  5. Follow-up

    Debrief and recommended next step — for example prioritisation of commercial initiatives, CRM improvement or further workflow work.

Status, maturity and limitations

SMB Sales Flow Check is an access-controlled diagnostic tool · ready for limited customer use. The solution has scoring, AI analysis and an admin console, and the full process takes under ten minutes.

The solution is a diagnostic and qualification tool, not a CRM implementation or finished sales strategy. It uncovers friction and maturity, but does not replace follow-up advisory work, process design or systems work where needed.

Further development and scalable application

Further development of the solution

  • CRM integration
  • Industry-specific diagnostic questions
  • Pipeline management
  • Follow-up logic
  • Reporting for different commercial teams

Adaptation to organisations, industries and sales models

  • Other organisations and industries
  • Other commercial environments
  • Different sales models

Marius Ottesen

Commercial leader and AI strategist

Develops business-oriented solutions and concepts at the intersection of commercial leadership, people, workflow, technology and practical AI.

Explore the project further

Get in touch for professional dialogue on how a structured sales diagnosis can provide a basis for prioritisation, follow-up and further workflow.

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