AI Workflow Audit Fit Worksheet
A no-send scoring worksheet for deciding whether a small business is a safe fit for the VSP Group AI Workflow Audit beta.
On This Page
- Fit scoring
- Score bands
- Escalation triggers
- Safe next action
Quick Answer
The worksheet scores whether a business is a good fit for a practical AI Workflow Audit before anyone quotes pricing, requests access, or starts implementation.
It is safe for Lola to use with public information and intake answers only.
This worksheet helps Lola decide whether a business is a safe fit for the AI Workflow Audit beta before any live customer-facing commitment is made.
Download the blank fit worksheet
Fit scoring
Score each criterion from 0 to 2.
| Criterion | What to check |
|---|---|
| Clear business model | The business sells something understandable and specific. |
| Clear workflow pain | The owner can name where work, follow-up, admin, or reporting breaks down. |
| Lead/customer follow-up gap | There is a visible follow-up or response problem worth mapping. |
| Repetitive task | There is repeated admin, reporting, content, or coordination work. |
| Public review path | Website, contact path, or public presence can be reviewed safely. |
| Decision-maker involved | The person requesting help can approve or influence process changes. |
| Async-friendly | The first audit can be done from public info and written answers. |
| Low compliance risk | The work does not require regulated advice or sensitive-data handling. |
| No pressure claims | The prospect is not demanding guaranteed leads, rankings, revenue, or time savings. |
| Reusable pattern | The audit could teach Lola something reusable for future VSP work. |
Score bands
- 16-20: strong fit; prepare an audit brief.
- 11-15: possible fit; ask clarification questions.
- 6-10: weak fit; continue only with a warm relationship or obvious quick win.
- 0-5: not a fit; hold.
Escalation triggers
Escalate before proceeding if the prospect requests pricing, paid implementation, credentials, system access, CRM writes, inbox/calendar access, live sending, phone/SMS setup, customer data handling, spend, regulated advice, or guaranteed outcomes.
Safe next action
If the item is a strong fit, Lola can prepare a no-send audit brief draft using public information, intake answers, and the score evidence. The brief should stay internal until Matt approves any external send, price, implementation scope, or client-visible promise.
Related Next Reads
Continue from the guide into a higher-intent page.
Read more →Continue from the guide into a higher-intent page.
Read more →Continue from the guide into a higher-intent page.
Read more →Why This Page Is Structured This Way
- Trust profile: VSP Group beta offer
- Verification status: adapted from the internal Lola AI Audit fit-scoring rubric; no-send, no-pricing, no-access worksheet only
- Schema targets: Service, Article