AI readiness diagnostic
Find out if your revenue data is ready for AI.
Two to three weeks. A straight answer on where your sales, customer and reporting data stands, and exactly what it takes to put AI agents to work on it.
Book an AI readiness diagnosticWhy start here
Most AI projects stall on the data, not the AI. An agent is only as good as what you feed it. Point it at three versions of the truth and it'll pick one, confidently. The diagnostic tells you which version is real before anyone spends money on agents.
How it runs
Three weeks, start to readout.
From $7,500, fixed fee. Fully credited toward the integration if you move ahead within 30 days.
Week 1
We talk to the people who run sales, marketing, success and finance, and get read access to every system.
Week 2
We audit the data, map how it flows between systems, and score your AI readiness.
Week 3
You get the plan, the agent shortlist and a 60-minute readout with your leadership team.
Our promise: a launch timeline, not a made-up revenue number. Results depend on your data, and honestly, nobody knows your data until we've looked at it.
What we look at
Four places AI projects break.
We check each one against what your AI plans actually need.
Systems
Every tool touching sales, marketing, customer success and billing.
Data
Duplicates, gaps, conflicting definitions, and who owns what.
Funnel
How a lead becomes revenue, and where the numbers stop agreeing.
AI use cases
Which agents would pay off first on your data, and which would just automate the mess.
The deliverable
What you walk away with.
A plan your leadership team can act on the week after the readout, whether we do the work or not.
- An AI readiness score across systems, data, funnel and use cases
- A map of your systems today and a target design with one system of record
- An integration plan with timeline and cost, plus a ranked agent shortlist
- A 60-minute readout with your leadership team
Sample readout · composite example, not a real client
AI readiness score: 38 of 100.
B2B services company, about $40M revenue, one acquisition last year. Two CRMs, with 14% of accounts duplicated across them. "Customer" defined three different ways. Pipeline report off from finance by 11%. Zero of five proposed agents viable on the data as it stood. The plan: one system in 9 weeks, three agents live by week 10.
Free guide
The RevOps Book
A field guide to getting your revenue data AI-ready. Coming soon.
Get it at revopsbook.com →Contact
Tell us what you're trying to connect.
30 minutes, no deck. Tell us what you're working with and we'll tell you straight whether we're the right fit.
Prefer email? info@weldfield.com