01 / Foundation
Data Foundation
Weight 20%
Field completeness, picklist discipline, deduplication, and data ownership. AI is only as good as the records it queries.
A diagnostic for the AI era
You bought the AI.
You bought the AI.
The data isn't ready for it.
AI-Ready RevOps is a diagnostic and remediation methodology for the modern revenue stack. Six weighted dimensions. Twenty-four scoring criteria. One number — the Readiness Index — that tells you whether your AI investments will produce ROI or compound technical debt.
The thesis
Most teams aren't debating AI strategy. They're debating whether the data is trustworthy.
By early 2026, three out of four RevOps teams had embedded AI into their go-to-market stack. The conversation in board rooms has shifted. The new question isn't which AI — it's whether the foundation underneath can support what's already running on top of it.
73%
of RevOps teams had AI embedded in their GTM stack by early 2026.
7–10
tools the average B2B sales rep juggles every day.
15–20%
of an AE's OTE consumed by per-seat tool costs alone.
$1.8M+
revenue at risk from forecast error on a typical $20M ARR plan.
"The companies seeing the biggest AI gains are the ones that already did the boring work: clean data, defined processes, integrated tooling." — Revenue Operations Consulting, Q1 2026
The framework
Six dimensions. One Index.
Each dimension contains four scoring criteria, rated 1 to 5 against a published rubric. Dimension scores are weighted into a single 0–100 Readiness Index that decomposes cleanly into the underlying drivers.
02 / Architecture
Integration Architecture
Weight 15%
System-of-record clarity, sync health, and data lineage. Without one truth, every AI agent inherits the conflict.
03 / Process
Process Standardization
Weight 15%
Lead-to-cash, stage exit criteria, MQL/SQL alignment, handoff SLAs. AI cannot infer process — it can only execute it.
04 / Stack Fit
AI Stack Fit
Weight 20%
Tool inventory, ROI tracking, adoption, data pipeline quality, use-case discipline. Where wasted spend hides.
05 / Governance
Governance & Access
Weight 15%
Connected apps, OAuth grants, profiles, audit trails. Post-breach, governance is a revenue concern, not just an IT one.
06 / Trust
Forecasting Trust
Weight 15%
Accuracy, pipeline hygiene, methodology, and whether leadership actually believes the number. The integration test for everything below.
The free assessment
Get your Readiness Index in under four minutes.
Fifteen behavioral questions. A weighted score across six dimensions. A personalized email with your top three remediation priorities. No demo, no sales call required.
Start the assessment
When you need more than a score
Three productized engagements.
Most companies start with the free self-assessment. When you need evidence-backed scoring, a 90-day roadmap, and a Phase 2 the buyer can fund — there's a paid audit for that.
Tier 1
Diagnostic
$4,995
fixed price · no procurement required
- 2 stakeholder calls
- Read-only system access
- Self-assessment validation
- Scorecard, 1 page
- 8–10 page summary
- 30-min readout
Tier 2 · Most popular
Full Audit
$12,500
flagship engagement
- 6 stakeholder interviews
- Full system analysis
- Integration & connected app inventory
- AI tool ROI math
- 15–20 page findings report
- 90-day remediation roadmap
- Cost-of-inaction analysis
- Executive readout + Loom
Tier 3
Audit + Workshop
$25,000
for PE-backed and growth-stage
- Everything in Tier 2
- 8–10 stakeholder interviews
- Half-day virtual workshop
- Scoped Phase 2 SOW
- 30-day post-delivery check-in
- Executive coaching session
Who's behind the framework