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AI agent for chief sales officers

Sales Tool Adoption Evaluation Agent

Sales tools that are used and deliver value

Sales Tool Adoption Evaluation Agent: what goes in, what the agent does and what you get

What it does

Sales teams buy tools for calling, email and forecasting, then keep paying for licenses nobody uses. Each month this agent pulls usage for every tool and compares active users with licenses paid for. It looks at links to outcomes, such as meetings booked by reps who use the tool against those who do not, and surveys reps for feedback. It checks whether usage is above target. If a tool falls below 50 percent use, it looks at why: a training issue, a setup problem or a tool that does not fit the work. It then suggests action, such as a training session or fewer licenses. At renewal, it drafts a keep, reduce or cancel recommendation with the evidence. The sales leader approves every renewal decision. Edge case: a tool used by only one team gets a suggestion to cut licenses to that team's size.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Monthly review 2 USES A TOOL Pull usage and licenses 3 DOES Compare with outcomes 4 USES A TOOL Survey reps 5 CHECKS THE RESULT Is usage above target? If not: identify cause and suggest action. Back to step2. 6 YOU APPROVE Sales leader approves keep or cancel 7 RESULT Tool log updated
Read the steps as a list
  1. Monthly review
  2. Pull usage and licenses
  3. Compare with outcomes
  4. Survey reps
  5. Is usage above target?If not: identify cause and suggest action. Back to step 2.
  6. Sales leader approves keep or cancelThe agent waits here for your OK.
  7. Tool log updated

How it decides

It compares usage and outcomes and identifies causes of low use.

  • Below 50% use triggers review
  • Licenses matched to users
  • Value linked to outcomes

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Targets
  • Tools
  • Survey
  • Review cycle

What keeps you in control

It always asks you first

  • Renewals
  • Cancellations

Hard limits

  • No contract changes
  • Survey anonymous

It stops when

  • Done: log
  • Stop: contract locked

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the June review the agent finds 120 licenses for a call recording tool at $45 each, and only 52 reps used it in the past 30 days. It compares outcomes and sees users have a 6% higher win rate. A survey of reps shows setup is confusing. The usage check fails against the 75% target. The agent suggests cutting 40 licenses and running training. The sales leader approves both.

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