AI sales assistant setup guide
Set up your AI sales assistant: quiz to prospecting pipeline
A visitor answers the AI sales assistant readiness quiz, enters their name and email, and their score flows straight into your AI lead generation pipeline as a prospect card. Zero manual work, no tokens to paste.
The six steps from lead capture to won deal
- 1
Visitor answers the quiz
Five weighted questions measure process maturity, current AI use, data centralisation, admin load, and internal ownership.
- 2
Contact gate collects details
Before any score is shown, the visitor enters full name and email (business name optional) and presses “See My AI Readiness Score”.
- 3
Lead is captured automatically
Name, email, business, score, tier, full Q&A, source and timestamp are written to the pipeline with the stage “New Lead”. If capture fails, the score still shows.
- 4
Score page is revealed
The visitor sees their score out of 10, their tier — Ready (8–10), Guided (4–7) or Not Ready (0–3) — and the honest next step.
- 5
Prospect card appears in the pipeline
Sign in and open the dashboard. Every lead arrives as a card, grouped by AIOS stage, ready to move forward.
- 6
Run the KAI AIOS diagnostic
Open a card to review answers, add notes, and advance the stage: Contacted → Diagnostic → Proposal → Onboarding → Won.
Lead scoring reference for AI readiness tiers
| Tier | Score | Meaning |
|---|---|---|
| Ready | 8 – 10 | Deploy now |
| Guided | 4 – 7 | Guided rollout |
| Not Ready | 0 – 3 | Foundations first |
Common questions from prospects
What an AI sales assistant is, what AI lead generation costs, and how to tell if a business is ready — answered in plain language you can reuse on calls.
Read the AI sales assistant questions →Share the quiz
Send the readiness quiz to a colleague, or post it where your prospects already are.
Embed
Put the readiness quiz on any website
Paste this snippet into a blog post, partner page or newsletter landing page. The embed keeps the attribution link back to KAI AIOS, so every placement earns a backlink, and every lead it captures is tagged “Quiz embed” in your pipeline.
<iframe
src="https://prospect-buddy-82.lovable.app/embed/quiz"
title="AI Sales Assistant Readiness Quiz by KAI AIOS"
width="100%"
height="720"
loading="lazy"
style="border:1px solid #232a3a;border-radius:12px;max-width:640px"
></iframe>
<p><a href="https://prospect-buddy-82.lovable.app/">AI Sales Assistant Readiness Quiz</a> by KAI AIOS</p>Resources
Download the PDFs
AI Sales Tools Research Brief
Market demand, backlink landscape and regional interest, with source data.
Customer Explanation Guide
How to explain the readiness quiz, tiers and pipeline to your customers.