AI Readiness Scorecard | Elite AI Advantage

MOFU Tool · Readiness Diagnostic

01How would you describe your customer / operations data right now?

Spread across spreadsheets and someone's inbox.In a CRM or system, but messy and incomplete.In a system, mostly clean, used regularly.Centralized, clean, and exported / queryable on demand.

02Pick the workflow you'd want AI to help with first. Is it documented?

It lives entirely in someone's head.There's a rough doc but it's stale or incomplete.Documented, but only one or two people follow it consistently.Fully documented, with inputs, outputs, and decision points.

03Could you describe what a successful month looks like for that workflow in numbers?

e.g. "100 quotes out, 30 closed, 8% conversion" not "things are going well."

No, we just feel it.We track one metric (revenue or volume), nothing else.We track 2-3 metrics but don't review them weekly.Yes, with weekly review, leading + lagging indicators.

01When you raise AI internally, what's the leadership reaction?

Skeptical or dismissive — "prove it works."Curious but unwilling to commit budget yet.Supportive in principle, willing to fund a pilot.Actively pushing to invest, with budget already allocated.

02Do the people who'd actually USE the AI tool know it's coming?

No, this is leadership-only at the moment.Mentioned vaguely but no real conversation yet.Discussed openly; some people are excited, some skeptical.Team is pulling for it, asking when it's happening.

03If a 90-day pilot shows the AI works, can you fund the rollout right away?

No, every quarter is a fresh budget fight.Maybe, with a detailed business case and approval cycle.Probably, if the numbers are clear.Yes, the rollout budget is already mentally earmarked.

01Do you have a written AI usage policy your team knows about?

No, people use whatever they want.Discussed informally, nothing written down.Drafted but not enforced or trained on.Yes, written, trained on, and audited.

02Where does sensitive data sit, and who can see what?

Customer PII, financial data, employee records, IP.

Mostly unclear, hasn't been mapped.Roughly known, but access controls are loose.Mapped, with role-based access enforced in main systems.Fully mapped, controls audited, change-tracked.

03If a customer asked which AI vendors handle their data, could you answer accurately today?

No idea, that's a research project.We could find out, but it'd take a couple days.We have a list, just need to confirm it's current.Yes, with vendor BAAs / DPAs on file.

01How does data move between your core systems today?

CRM, ERP, ticketing, email, billing.

Manual exports, copy-paste, occasional CSV uploads.A few integrations, mostly Zapier-style point connections.Most systems integrated; some manual reconciliation.Tight integration with API-first systems and an integration platform.

02Who in-house can actually configure / debug a software integration?

No one. We rely entirely on vendors.One person, sometimes, when they have time.A small ops or tech team, day-to-day.Dedicated ops engineering or RevOps function.

03When you've rolled out new tools in the past, how did adoption go?

Bought, never really used, slowly forgotten.Patchy adoption; some teams use it, others don't.Used by most, with periodic training to keep it sticky.Adopted fully with measurable behavior change.

Are you ready for an AI engagement?