Sample CRM Audit Report

Sample Report

Below is a sample of the CRM Audit & Report you'll receive once your read-only review is complete. Every category is graded out of 100, with the overall score the average of all seven. Findings and grades here are illustrative, not tied to any specific business — your report will reflect your own CRM.

The AI Guyz — CRM Audit & Report

Report Card

Reviewed by Mark Stiles & Team
Sample findings — client identity withheld

Data Quality & Integrity 168 of 700 contacts missing a phone or email; 3,247 duplicates from a form re-submitting on every retry.

45/100

Task & Follow-Up System Follow-up tasks created inconsistently — several commitments never became a tracked task.

58/100

Lead & Opportunity Visibility Hot leads can't be pulled reliably; stage data is incomplete on roughly a third of open deals.

52/100

Automation & Integration One lead form dropped a required field before the CRM; opt-outs weren't syncing to the email platform.

40/100

Reporting & Forecasting Core reports exist but pull from fields that aren't consistently filled, so the numbers drift.

63/100

User Adoption The team uses the CRM, but works around it in a few spots where it's slower than a spreadsheet.

60/100

Documentation & Continuity Little written down about how the setup works — a risk if a key person leaves.

47/100

52/100

Fixable, and fast. The lowest scores above trace back to one broken form and one missing sync — not a system-wide rebuild. Close those and most categories climb together.

Reviewed & Signed Off. We use AI tools to move through records faster than manual review allows — every finding above is checked by a person before it reaches this page. 🔒 This review is 100% read-only — nothing in the CRM was changed, merged, or deleted.

Once you see your own report card, you'll know exactly what's broken — and exactly what it costs to have our team fix it. No guessing, no separate sales call required.

Get Your Own CRM Audit — $297 →

Read-only · report in 3–5 business days · $297 credited toward your fix within 30 days

Mark Stiles — Founder, The AI Guyz

TheAIGuyz.com is a service-based practice we run using AI tools for speed, efficiency, and cost savings on CRM and website rebuild work. A real team reviews every finding and every fix. No system runs unsupervised on the platforms we're working inside.

Questions people ask before they start

Straight answers to the things owners bring up most — on legality, on data, and on trusting AI at all.

Is this legally solid, or is this some experimental AI thing touching my systems?

We're not claiming AI replaces judgment, and we're not letting it run loose on your systems. AI tools help us move through the diagnostic work faster — finding duplicate records, broken automations, and misconfigurations in a fraction of the time manual review takes. The CRM audit is read-only, every finding is reviewed by a person before it reaches you, and every change to your live CRM or website is made and confirmed by a person, not a script acting alone.

Is my customer data safe with AI involved?

Nothing in your CRM or website is left to an unsupervised system. The audit connects read-only — we can't write to, merge, or delete a record during it. AI tools help us scan and organize what's there faster than manual review alone, but a member of our team reviews every finding before anything is changed, and no automation touches your live platforms without a person confirming it first.

I'm not a fan of AI. Why would I trust this?

Fair enough — a lot of people feel that way, and we'd rather you know exactly what you're getting than oversell it. You're hiring an experienced marketer who uses good tools to work faster, not a bot working alone. Every report, every recommendation, and every fix is something our team stands behind personally, with our name attached to it.

What if the fix costs more than I expect?

You won't be billed for open-ended work. The $297 CRM Audit gets you a full written report card and a fixed price for whatever repair work is actually needed. You approve that price before anything else happens, and your $297 is credited toward the fix if you move forward within 30 days — no surprises after the fact.

The AI Guyz is a service-based practice providing CRM and website diagnostic and repair work, operated by Mark Stiles Marketing, LLC. This site and our services do not constitute legal, tax, financial, insurance, accounting, or other licensed professional advice — if a situation touches one of those areas, please speak with a qualified professional. We use AI tools to move through diagnostic work efficiently, but every finding and every change made to a client's live systems is reviewed and approved by a member of our team before it is delivered or implemented. Findings shown as samples on this site are illustrative and drawn from patterns we commonly see; they are not a guarantee of what any specific business's CRM review will find.