Process and AI maturity
Where AI helps your revenue process, and where the process is not ready for it.
Every board now asks for an AI plan. We score process and AI maturity, look at what is in use today, test whether the data and process could support an agent, and rank what to build, buy or skip.
Fixed fee, 5 working days
- For
- A CEO or fund asked for an AI plan, or a fund's platform team looking for a repeatable answer across companies.
- When
- A board request for an AI plan, a pilot that never reached production, or a budget line with no owner.
- Boundary
- We recommend. We do not sell a platform. If you want something built, it is quoted separately.
- Coverage
- Process and AI maturity in depth, plus the six functions that depend on it: presales, customer, SDR, AE, enablement and marketing.
- Your time
- 4 to 8 hours of your team's time in total, depending on size and data: a 30-minute kick-off, three to five conversations of 45 to 90 minutes by role, and a 60-minute readout. Plus one to two hours to pull the data.
- Your data
- A read-only export, not access to your systems, under your NDA. Data, AI and independence
Where AI helps the revenue process, where the process is not ready for it, and what to do in the first 100 days.
What you get
- Also: A 60-minute readout call
- Also: A short board-ready summary of the AI plan
We need from you.
- A list of the GTM tools and AI tools in use, and who uses them
- A read-only CRM export, four quarters, or a sample if that is all there is
- The org chart
- Three to five conversations across sales, marketing and customer success
- If data is missing, the affected scores are capped and listed under "not tested"
Five working days from kick-off to plan.
Kick-off and inventory
A 30-minute call. You list the AI tools in use and who uses them, and send a sample of CRM data.
You getTool and process inventory
AI crunches the data
Data quality, process documentation and tool usage checked against what an agent would need.
You getData and process readiness
Three conversations
Sales, marketing and customer success, 45 minutes each. What is in use, what changed, what is blocked.
You getNotes on use and blockers
Gap scoring
Process and AI maturity scored 1 to 5, plus the functions that depend on it.
You getScorecard and gap list
Readout and plan
A 60-minute readout and the 100-day action plan: what to build, buy or skip, and in what order.
You getAction plan and benchmarks
Ten areas, each scored 1 to 5.
Forecasting
What the numbers showForecast against actual by quarter (accuracy and bias) over 4 to 8 quarters, from forecast snapshots and closed-won records.
What experience addsHow does a deal get into commit, and when did a committed deal last fall out? Who challenges the number?
Pipeline management
What the numbers showCoverage after removing stale (no activity in 60 days) and overdue deals.
What experience addsWalk me through a deal that sat in one stage for three months. What did you do about it?
Sales process rigour
What the numbers showStage definitions and exit criteria in the CRM.
What experience addsShow me the last lost deal. At which stage should it have been disqualified, and who decided?
Talent evaluation
What the numbers showQuota attainment by rep over 8 quarters (distribution and concentration), ramp time for reps hired in the last 24 months, regretted and non-regretted attrition, win rate by rep and by stage..
What experience addsWho would you rehire tomorrow, who would you not, and what does the next hire need that the last one lacked?
Sales and marketing tech stack
What the numbers showTool inventory with cost, owner and renewal date.
What experience addsWhich tool would you cancel tomorrow, and which number on the dashboard would you not trust?
Outbound
What the numbers showPipeline and opportunities by source for 8 quarters.
What experience addsIf you doubled the outbound budget, where would the money go and what would you expect back?
Process and AI maturity
What the numbers showInventory of AI tools in live use (users, frequency, measured effect).
What experience addsWhat AI is in production today, who uses it daily, and what changed because of it?
GTM operating model
What the numbers showWin rate and deal size by segment.
What experience addsWho owns pipeline, who owns the forecast and who owns retention, and do they agree?
Function assessment
What the numbers showPer function, from the records: presales win contribution and technical win rate.
What experience addsInterviews with each function lead and one practitioner. What do they need that they do not have?
Planning
What the numbers showPlan against capacity: headcount, quota, ramp and attainment history.
What experience addsHow was this year's number set, who challenged it, and what would you cut if the first quarter missed?
The AI Gap Analysis goes deepest on Process and AI maturity and Function assessment. The other areas are read lightly for context.
Questions about the AI Gap Analysis.
Do you sell a platform or build the agents?
How is it different from a generic AI readiness audit?
Can it be combined with the Health Check?
How is it different from the Health Check, which also scores AI maturity?
Contact
Tell us the company and the date that matters.
A short note is enough: sector, rough revenue, and for a deal, when exclusivity ends. We reply within one working day.