What it evaluates
Three dimensions that determine whether AI will actually work in your business
Data & Infrastructure
Whether your CRM data is clean and structured enough to power AI tools effectively
Workflow Readiness
Which of your current processes have the right inputs and outputs to be automated or AI-assisted
Team & Adoption
Whether your team has the context and process maturity to implement and sustain AI changes
What you get
Your personalized AI readiness report
Overall readiness score
A single score (0–24) that tells you where your business stands across all four dimensions
Dimension breakdown
Scores across Data Quality, Workflow Automation, Tech Stack, and AI Readiness — so you know exactly where the gaps are
Prioritized recommendations
The highest-leverage AI opportunities for your specific business, ranked by ROI and feasibility
Next step
A specific recommendation for where to start — whether that's a strategy call, an implementation engagement, or something you can do yourself
How it works
From question to roadmap in 10 minutes
- 01
Answer 10 questions about your data, workflows, and tech stack
- 02
Get your personalized readiness score and dimension breakdown
- 03
Review your prioritized AI opportunity map and recommended next step
Ready to find out where you stand?
It takes 10 minutes and you'll have a clearer picture of your AI opportunity than most companies get from a full consultant engagement.