The AI Readiness Audit: know what to build before you burn a credit.
Most AI projects in marketing and sales do not fail on the model, they fail on everything around it: dirty CRM data, no owner, and the wrong first agent. This hack scores your readiness across four pillars, then turns the score into a build roadmap. Score yourself free with the scorecard, or have us run the audit with you and leave with a ranked agent plan.
Which path gets you to a working agent?_
Four quick answers. We point you to the free scorecard or the guided audit instantly.
Two ways to run it_
Same 12 statements either way. The difference is evidence, and what you walk away with.
The AI-Readiness Scorecard
All 12 statements with scoring criteria, what a 3 actually looks like for each, score bands, and a pre-flight checklist for your first build. Score your team in 20 minutes, free, no sales call.
Get the free scorecard →The guided AI Readiness Audit
We score the 12 statements with your team against evidence, not vibes, map your stack and data, and hand you an agent roadmap ranked by ROI, with a fix-first plan for anything blocking it. Credited toward your first agent build.
See pricing →Where AI projects actually die_
The model is almost never the problem. These six things are.
Dirty data underneath
An agent trained on a portal full of duplicates and lifecycle drift automates the mess faster. Data readiness is pillar one for a reason.
No owner
AI bought by leadership, deployed by nobody. Without a named owner and a review loop, agents drift within weeks of launch.
The wrong first agent
Teams start with the flashiest use case instead of the highest-ROI one. The first build should be boring, measurable, and close to revenue.
Credits burned on tests
Platform credits (like Breeze credits in HubSpot) get spent on experiments with no plan. A budget model per agent stops the bleed.
No guardrails
No escalation rules, no tone constraints, no failure plan. One bad customer interaction and the whole program gets shelved.
Native vs custom confusion
Building custom what the platform does natively, or forcing native tools past their limits. The right split saves months.
Our approach_
Score against evidence_
We run the 12 statements with your team in a working session, and every score needs proof: show us the report, the owner, the process doc. You leave with an honest 0-36 score across data, process, people, and stack, not a self-graded pat on the back.
Map the stack and the gaps_
We inventory your CRM, data sources, and integrations, then draw the native-versus-custom line: what your platform’s built-in AI should own, what deserves a custom agent, and what needs fixing before either will work.
Roadmap ranked by ROI_
You get a ranked agent roadmap with a business case per build, a fix-first plan for blockers, a credit and cost budget per agent, and a 30-day pilot plan for the first one. If you build with us, the audit fee is credited toward that build.
Pricing_
Fixed price, fixed scope. The audit fee is credited toward your first agent build with us.
Scorecard_
For teams who want an honest self-assessment first.
- All 12 statements with scoring criteria
- What a 3 actually looks like, per statement
- Score bands: build now, fix first, foundations
- Pre-flight checklist for your first agent
AI Readiness Audit_
We score it with you and turn the result into a build plan.
- Evidence-based scoring session with your team
- Stack and data map with the native-vs-custom line
- Agent roadmap ranked by ROI, with budgets
- Fix-first plan for anything blocking a build
- Fee credited toward your first agent build
First agent build_
When the roadmap says build, we build it with you.
- Scoped from your audit roadmap, top-ROI agent first
- Native platform AI or custom, whichever the map says
- Guardrails, escalation rules, and owner handoff
- 30-day pilot with success metrics baked in
AI Readiness Audit, answered_
How much does the AI Readiness Audit cost?
Scoring yourself is free with the AI-Readiness Scorecard. The guided audit is $1,500 one-time, fixed scope, and the fee is credited toward your first agent build with us. Agent builds are scoped from the roadmap and start around $6,500.
What do the four pillars cover?
Data (is your CRM clean enough to automate), process (are the workflows an agent would run actually documented), people (is there an owner and a review loop), and stack (do your tools and integrations support what you want to build). Twelve statements total, each scored 0-3.
What if our score comes back low?
That is the audit working. A low score with a fix-first plan is far cheaper than a failed agent launch. Data fixes usually route through our RevOps Cleanup, and you re-score in weeks, not quarters.
Do we need HubSpot for this?
No. The scorecard and the four pillars apply to any CRM and stack. We are deepest in HubSpot (including Breeze agents and credit budgeting) as a partner, but the audit maps native-versus-custom for whatever platform you run.
How long does the guided audit take?
About a week: a working session to score with evidence, a few days for us to map the stack and build the roadmap, then a readout where your team leaves with the ranked plan, budgets, and the 30-day pilot plan for build one.
Tools that pair with an AI roadmap_
Deals from our marketplace that come up in almost every audit.
Score first. Build second. In that order.
Free scoping call: bring your gut-feel score, we will tell you what we would audit first and whether the guided version is even worth it for you.
Book my scoping call →