AI WORKFLOW AUDIT FIT WORKSHEET
VSP Group beta audit scoring sheet

Use this as a no-send intake review worksheet only. Do not use it to quote
pricing, promise outcomes, request credentials, write to client systems, or
start implementation.

BUSINESS SNAPSHOT

Business name:
Website:
Primary offer/service:
Owner or decision-maker involved:
Current tools mentioned:
Main workflow pain:

SCORE EACH CRITERION 0 TO 2

0 = missing or high risk
1 = partly true or unclear
2 = clearly true and low risk

1. Clear business model
Score:
Evidence:

2. Clear workflow pain
Score:
Evidence:

3. Lead/customer follow-up gap exists
Score:
Evidence:

4. Repetitive admin, reporting, or content task exists
Score:
Evidence:

5. Public website/contact path can be reviewed
Score:
Evidence:

6. Owner or decision-maker is involved
Score:
Evidence:

7. Can be improved asynchronously
Score:
Evidence:

8. Low compliance/regulatory risk
Score:
Evidence:

9. No guarantee or pricing pressure
Score:
Evidence:

10. Likely reusable for future audits
Score:
Evidence:

TOTAL SCORE

Total:

16-20: strong fit; prepare an audit brief.
11-15: possible fit; ask clarification questions.
6-10: weak fit; continue only with warm relationship or obvious quick win.
0-5: not a fit; hold.

ESCALATE BEFORE PROCEEDING IF

- Pricing is requested.
- Paid implementation is requested.
- The prospect is relationship-sensitive.
- The workflow is regulated or compliance-heavy.
- The prospect expects guaranteed leads, revenue, rankings, or time savings.
- External access, credentials, customer data, CRM writes, inbox/calendar access,
  phone/SMS setup, spend, or live sending is required.

NEXT SAFE ACTION

Recommended action:
Why:
Missing proof:
Stop condition: