Azend's AI readiness assessment reviews your customer data, systems, teams and AI use cases, so leadership knows which AI investment to fund first and what it must deliver.
Who it is for.
Pilots that stalled
AI trials that never reached the CRM or the revenue number.
Data in many places
Customers spread across markets, systems and spreadsheets.
A board asking
Leaders who need a funded, ranked plan with an ROI case, not a list of tools.
Six dimensions, one readiness view.
Each dimension answers one question.
- 01DataIs customer data complete, owned and in one place?
- 02SystemsDo the CRM, ERP and messaging channels share data?
- 03TeamsDo teams work in the CRM, and who will own the agents?
- 04Use casesWhich AI use cases tie to a revenue number?
- 05GovernanceWho approves, monitors and measures each agent?
- 06Data protectionDo consent and transfers meet each market's law?
Rings are the five levels of the AI & RevOps Maturity Model, Organise at the centre to Agentic at the edge.
A model, not a result: this shows what we assess, not your scores; your report places each dimension with the evidence behind it.
What you get.
Five deliverables. Yours to keep.
Readiness score
Data, systems, teams and governance, scored per market.
Data and systems map
Where customer data lives today, and where it breaks.
Ranked use cases
Each tied to cost to serve, pipeline or win rate.
Data protection check
Gaps against each market's data protection law.
Roadmap
What to build first, and the number it must move.
Value against readiness.
Every AI use case lands in one quadrant. The top right gets funded first.
Fix the data first
Worth funding once the data and process beneath it are ready.
Fund first
The first agent or automation.
Park
Revisit when the business case or the data changes.
Quick wins
Small automations your team can switch on without a project.
A model, not a result: use cases are placed with your leadership, using evidence from the audit.
How it works.
Three steps, from first interview to a funded plan.
Listen
Interviews with leadership and team heads in every market in scope.
Audit
A review of your CRM, data, integrations and current AI use.
Rank and present
Findings presented to your CEO, CRO and COO.
Questions.
Do we need to be on HubSpot?
No. We assess whatever you run today. If HubSpot is the right platform, the roadmap shows how to get there.
Who should take part from our side?
A senior sponsor, plus the heads of marketing, sales, service and IT in each market in scope.
What happens after the assessment?
You keep the findings and the roadmap. If you want us to build it, the roadmap becomes the scope.
Is our data safe during the assessment?
We review only what we need, under an agreed confidentiality and access scope, handled to your market's data protection law. Trust
Start with the assessment.
Book a strategy call and we will scope the assessment to your markets and teams.