AI Literacy & Readiness Checklist

for Sales and Support Teams

Answer a few quick questions and we'll recommend

the right training pathway for you.

Where is your organisation primarily based?

AI Region *

UK + EU customers / operations

Other / not sure

Is AI used in customer research, profiling, or lead scoring activities?

AI customer research in Sales *

Yes, approved and documented

Yes, limited controls

Likely in use without oversight

Are AI tools used to generate customer outreach messages or sales scripts?

AI tools for sales outreach *

Yes, with clear guidelines and review

Yes, informal use by teams

No visibility or control

Are automated responses or workflows used in sales or customer support?

Automated AI responses *

Yes, monitored and human-reviewed

Yes, limited monitoring

No oversight of automation

How confident are you that AI-driven customer interactions are accurate and appropriate?

Customer interactions in Sales *

Very confident - quality controls in place

Moderately confident

Low confidence

Are sales and support staff trained on AI limitations and escalation requirements?

AI training for sales *

Yes, documented training

Some informal guidance

No training

What's currently the biggest blocker to adopting AI effectively?

What outcome would help the most in the next 90 days?

AI 90-day priority *

Train staff to use AI safely and productively

Build an executive governance model

Create an AI policy + departmental playbooks (HR / legal / IT/Marketing)

Identify priority use cases and implement safely

Partner with a training platform / referral programme

Share your details and we will email you the results and details of how we can support you with your AI Literacy needs.

First Name *

Last Name *

Email *

Phone

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