Review resource downloads

A resource request gives your team context for a later conversation. Open Resource Downloads to see who requested a file and when, then inspect the related contact before deciding whether a follow-up is appropriate. The featured AI Readiness Assessment also records a transparent score, the visitor's main constraint and the recommended first pilot after they unlock the report.

Use the AI Readiness Assessment

The assessment asks about process, data, tools, team capacity and guardrails. Visitors can optionally add a public website URL for a bounded check of its homepage and up to three linked public pages. The check uses returned HTML to look for visible search, mobile, accessibility, trust and conversion signals; it may miss JavaScript-rendered content and does not inspect private pages. Visitors see a preview with the answers behind its recommendation before sharing contact details. After they unlock it, they receive a report with dimension scores, supporting answers, prerequisites, a first pilot, a 90-day action plan, website findings when requested and a branded PDF.

The score is a readiness signal. It is not a savings estimate or a promise of revenue. Treat the report as a conversation starter, confirm the baseline with the prospect, and use the linked contact and opportunity to record the next action.

The Resources screen shows assessment starts, step and question views, previews, unlocks, PDF downloads, website check outcomes, average score, common constraints, acquisition sources and recent unlocked reports. These counts use the selected reporting window and separate browser activity from server-confirmed lead capture. Event counts may be incomplete when event storage is unavailable or the reporting window exceeds its query cap.

Find a download

1. Search by the person's name or email address.
2. Use the resource filter when it is available to narrow the displayed records.
3. Read the resource name and download time on the matching row.
4. Check the related contact before deciding whether follow-up is appropriate.

Search and resource filtering apply to the loaded page of downloads in the current implementation. If an expected record is absent, clear the filters and check the other pages.

Read the counts correctly

Total Downloads counts recorded downloads. Unique Users reports distinct users according to the service's grouping. Neither number tells you whether someone read the file, qualified as a lead or agreed to receive marketing.

A repeat download can be a real second event. Do not merge people or remove records solely to make these counts match.

When a download is missing

Confirm the resource, email address and approximate time. Keep those details for the technical owner to compare with intake records. Use Leads and chat to inspect an associated inquiry and Troubleshooting if the page could not load.