How the audit makes a decision

A process diagnostic, not a forecast

The audit asks about one main source of opportunity, response time, qualification, ownership, follow-up and contact basis. The six stages use maxima that match the questions actually asked. An unknown primary source is 0/2, a named source is 2/2, and B2B target specificity can reach 3/3. Reported response speed and stated contact basis each reach 2/2 because the audit does not verify timestamps or legal status. Qualification, ownership and follow-up can reach 3/3 when the answer includes review of outcomes. The displayed readiness number is the sum of stage points divided by the sum of their maxima and scaled to 100. It is a self-reported workflow score, not a conversion prediction or industry percentile.

Rule version 2026.09.27.3 controls the current tool. Results can change when answers change; the downloaded plan includes the version used.

Priority order

Missing or informal ownership comes first. If the main source is unknown, the next step is to map it before selecting a channel. An incomplete contact basis blocks social automation, B2B outreach and opt-in email recommendations. A low-volume path with timely human response can receive a no-tool result. Missing qualification and an unowned next action come before a social or B2B software category.

Only after these gates do channel-specific rules consider social response, B2B account research, phone handling, opt-in email and content production. If a social trigger or B2B target, sample or outreach process is not ready, the result gives a channel-specific preparation plan without a product category. The site shows at most one optional category in a result. It does not rank products by commission.

• Manychat-type social automation needs a clear supported trigger, documented contact basis, enough relevant social volume and an implementation owner.
• Apollo-type B2B research needs a specific target, considered sale, sample validation, defined outreach process and an owner.
• Phone, email and content categories require a real workflow in the corresponding channel.

Limits and corrections

Answers are self-reported and use broad bands. The tool cannot inspect your actual messages, software settings or legal obligations. Recheck the plan against real conversations and current vendor documentation.

If you find an unclear rule or outdated product claim, email [email protected] with the page and source. We review corrections and date material changes.