MOFU Tool · Readiness Diagnostic

Are you ready for an AI engagement?

12 questions. 3 minutes. Most AI projects don't fail on the AI, they fail because the company wasn't ready. This scorecard tells you which dimension is the weakest link and what to fix before you spend a dollar.
Data + Process

Do you have clean accessible data and documented workflows AI can plug into?

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

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

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."

Leadership + Team

Is leadership aligned on what AI is for, and are the people who'd actually use it bought in?

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

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

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

Governance + Security

Do you have policies, compliance, and security guardrails so AI doesn't create risk?

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

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

Customer PII, financial data, employee records, IP.

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

Integration + Adoption

Can you actually integrate AI into the systems you already run, and will the team adopt it?

01How does data move between your core systems today?

CRM, ERP, ticketing, email, billing.

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

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

No email required to see your result. Honest tier (red/yellow/green) with the specific dimensions to fix first.

Four dimensions

Data + Process. Leadership + Team. Governance + Security. Integration + Adoption. Each scored independently so you see exactly where the gaps are.

Honest verdict

Red, yellow, or green. If you're not ready, we tell you straight and name the foundation work. We'd rather you do AI right in 6 months than wrong tomorrow.