Know which AI bets to fund, fix, or stop before you spend.
In three weeks, we identify the three AI opportunities most likely to improve your revenue performance, confirm whether your data and workflows can support them, and leave you with a 90-day action plan and a 12-month roadmap.
Top 1% HubSpot Accredited CRM Partner
Where Most Companies Get Stuck with AI
Every leadership team is being asked the same question: are we moving fast enough on AI? Moving slow is a real risk. But moving wrong costs more. AI is only as reliable as the data beneath it, and most organizations find out their data wasn't ready only after a failed deployment.
This assessment shows you exactly where AI will create value in your revenue system; from marketing to sales, to customer service, and the data and technology infrastructure that your revenue operations are built on, so you invest in the right things in the right order.
AI is already in play. Just not yet by design.
If any of these sound familiar, this assessment is built for you:
- Your leadership or board is asking whether you're moving fast enough on AI
- Your team is already using AI on their own, in ad hoc, uncoordinated ways
- You haven't identified where AI should run consistently across your revenue system to drive real ROI
- You suspect your data isn't clean or connected enough to support AI
- Competitors are moving on AI and you can't tell if you're keeping pace
What's inside your assessment
Your AI Opportunity Map
Five to ten potential AI use cases for your revenue system, ranked by value and feasibility. Three of them prioritized with value, effort, risk, and feasibility estimates, so you know exactly where to start.
Your Data-Trust Audit
A review of your CRM data and your marketing, sales, service, and RevOps workflows. We surface the attribution gaps, duplicate records, and broken handoffs that would otherwise make AI surface confidently wrong answers.
Your 90-Day Activation Plan
A clear, sequenced set of first moves. What to fund, what to fix, and what to stop, so your team knows exactly where to focus once the assessment ends.
Your Roadmap Workshop
One facilitated executive session, informed by up to six stakeholder interviews, that turns the findings into your prioritized 12-month roadmap and investment ranges for each initiative.
Your Momentum Metric Score
One score for the health of your revenue system. No dueling metrics, just a single, clear read on where you stand, built from four pillars:
Built for one primary revenue system or HubSpot portal.
What a decision-ready roadmap looks like
Every roadmap prioritizes your opportunities into clear calls: fund, fix, or stop. Here's a sample excerpt.
Sample roadmap excerpt. Yours is built from your data.
Three weeks to a decision-ready roadmap.
Assessment
In three weeks, we map where AI will create value in your revenue system, confirm whether your data and workflows can support it, and score your Momentum Metric.
Roadmap Workshop
In a facilitated session, we co-create your 90-day activation plan and 12-month roadmap.
Move Forward
Start a qualifying engagement within 45 days and receive a $4,000 Activation Credit toward Performance Partnership work of $40,000 or more.
Founding-Client Price · First 5 Clients
$9,500Open to the first five qualified clients in exchange for structured feedback, measured outcomes, and permission to develop an anonymized case study.
Standard Price
$12,500Our standard fee once the founding-client cohort is filled.
Organizations with multiple business units, CRMs, or regulated data get a custom scope starting at $18,500.