AI Readiness Audit for B2B SaaS

AI Readiness Audit for B2B SaaS Marketing Teams

A 50-point AI readiness scorecard for your GTM stack.

Engines covered ChatGPT Perplexity Gemini Copilot AI Overviews Grok

Every B2B SaaS marketing team is being told to ‘do more with AI’, without a clear sense of where they actually stand or what to invest in next. Our AI Readiness Audit gives you that clarity.

Two weeks. A 50-point scorecard. A prioritized 30/60/90-day roadmap. No fluff, no vendor pitching.

What you get

50-point readiness scorecard with weighted scoring
Pillar-by-pillar maturity rating (1-5)
Prioritized 30/60/90-day roadmap
Quick-win recommendations with ROI estimates
Risk assessment (governance, data, security)
60-minute findings workshop with your team

What's included

1. Marketing data maturity: How clean, integrated, and actionable is your data?

2. AI governance & attribution: Do you have policies for AI use in marketing?

3. Content infrastructure for AI search: Are you optimized for AI engines (ChatGPT, Perplexity, Google AI)?

4. Team competency & workflows: Where is AI making your team faster, and where is it slowing them down?

5. Tool stack integration: Is your stack AI-first or AI-bolted-on?

How it works

Kickoff (30 min)

We meet your team, scope the audit, and gather initial documentation.

Audit (1 week)

We interview key stakeholders, review your stack, and analyze your data and content.

Report + workshop (2 hours)

Delivered report and a live walkthrough where we discuss findings, recommendations, and next steps.

Pricing

We do not publish fixed prices. Every engagement is scoped to your goals, budget, and KPIs. Pick the tier that fits and request a personalized quote, and we will scope the details together on a quick call.

Flat fee

AI readiness audit

Custom

B2B SaaS marketing teams that want a defensible AI roadmap.

50-point scorecard across five pillars
Prioritized adoption roadmap
Findings workshop with your team
Two-week turnaround

Frequently Asked Questions

What is an AI readiness assessment?

It's a structured evaluation of how prepared your organization is to adopt and benefit from AI. Our version focuses specifically on B2B SaaS marketing teams across data, governance, content, team, and stack.

How is this different from Microsoft's free assessment?

Microsoft's tool is a generic 45-question self-assessment. Ours is a delivered diagnostic with stakeholder interviews, stack analysis, and a tailored roadmap, built specifically for B2B SaaS GTM teams.

Do you recommend specific tools?

Yes, and we're vendor-agnostic. We recommend what fits your stage, stack, and team capability, not what we resell.

Who should be involved on our side?

Marketing leader, ops/RevOps lead, and ideally the head of data or analytics. Total time commitment is about 4 hours across the two weeks.