Use it when
Leads arrive from several channels, follow-up quality is uneven, or management still relies on screenshots and spreadsheets.
Answer honestly. The result shows whether you need a small fix, data cleanup, automation, or a growth audit.
This diagnostic is a quick proxy for whether leads, follow-ups, sources and forecasts are visible enough to manage. A low score means revenue may be leaking before the team can see it.
Leads arrive from several channels, follow-up quality is uneven, or management still relies on screenshots and spreadsheets.
Most answers are yes, every deal has an owner and next step, and source data can explain where recent revenue came from.
If the score is weak, start with a growth audit, data cleanup, or one lead-to-CRM n8n workflow.
If the result shows leakage, the next step is usually an audit, data cleanup or one n8n workflow.