Assess Your Maturity

Your CRM, marketing automation, product usage, and revenue data should tell a consistent story. Consider how often you see mismatched numbers or have to reconcile dashboards manually.

Metrics like pipeline, ARR, churn, attribution, and stage definitions should be standardized. Think about whether Sales, Marketing, Finance, and RevOps use the same definitions.

Metrics like pipeline, ARR, churn, attribution, and stage definitions should be standardized. Think about whether Sales, Marketing, Finance, and RevOps use the same definitions.

When metrics go up or down, you should be able to identify true drivers quickly. Think about last quarter: how long did it take to reach a defensible explanation?

Teams should rely on one shared story, not competing dashboards. Recall the last performance review — did teams argue over different interpretations?

Granular insight is critical to identifying real opportunities and risks. Consider whether you can easily isolate changes by region, product line, or persona.

Trusted AI must reflect your economics, segments, rules, and terminology. If you're using generic copilots without business grounding, score lower.

AI should not produce answers that are unverified, ungrounded, or inconsistent. Consider whether you trust the outputs enough to present them to leadership.

Explainability is essential for defending decisions to executives and boards. If the AI gives answers without causal reasoning, score lower.

When executives need clarity, the system should provide it in minutes. Think about how long performance investigations take today.

Recommendations should be tied directly to your GTM economics and constraints. Consider whether AI outputs actually influence decisions or just create noise.

Execution should be consistent once clarity is established. Think about whether insights lead to aligned action across teams or stall in debate.