AI Cycle Pitch Sheet – Excel Template

Why download it

• Standardise how ideas are proposed across the organisation.
• Compare pitches side-by-side in your Growth Driver Audit.
• Keep focus on business value and what’s achievable in 30 days.

How it’s structured

1. Driver Name — clear title (e.g., AI for Lead Qualification).
2. Problem Statement — the business issue.
   Example: “Sales reps spend 30% of time chasing unqualified leads.”
3. Proposed AI Solution — short description of the tool/approach.
   Example: “Use AI to score inbound leads and prioritise likely converters.”
4. Expected Business Impact — how revenue/cost/time moves.
   Example: “+15% conversion by focusing on qualified leads.”
5. Feasibility (30-day Cycle Test) — why it’s doable now.
   Example: “Vendors offer out-of-the-box models; no custom build.”
6. Data Requirements — what’s needed and availability.
   Example: “CRM deals with outcomes for last 12 months.”
7. Measurement Metric — one number to track.
   Example: “% of qualified leads converted to meetings.”
8. Cycle Scope — where/how to test.
   Example: “One sales team of 5 reps over 30 days.”
9. Next Steps if Successful — how it scales.
   Example: “Roll out to 4 teams with CRM integration.”

Inside the file

• Pitch sheet — fields for all 9 sections with examples and helper text.
• Checklist — quick feasibility ticks (data, access, owner, metric set).
• Review — side-by-side table for comparing multiple pitches.

Why it works

This sheet forces clarity. Instead of vague enthusiasm, every pitch is a business case that can be scored and selected quickly.