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AI solutions · readiness assessment

AI Readiness Assessment: Find Out Where AI Pays Off First

Before you buy an AI tool or start a pilot, it helps to know what your business can actually support. Over two weeks we score how ready your data, processes, tools and team are, rank the use cases in sales, marketing and operations by what they would return, and give you a roadmap for the first ninety days.

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Quick answer

What Is an AI Readiness Assessment?

An AI readiness assessment is a review of whether a business is in a position to use AI well. It looks at how clean the data is, how clearly the processes are defined, which tools are in place, who on the team would own the work, and what rules exist for how AI may be used. At the end you have a score, a short list of use cases worth doing first, and a plan for the first ninety days.

What you get

What the Assessment Delivers

Every item below is a document you keep.

Scorecard

Readiness Scorecard

  • Five areas scored, with the evidence behind each score
  • A target score for ninety days out
Data

Data and Systems Review

  • A report on the quality of your CRM data
  • The gaps that would stop an automation from working
Process

Process Inventory

  • Where each team spends its hours
  • Which of that work could be automated or handed to an agent
Use cases

Ranked Use Cases

  • Ten to fifteen candidates ranked by value and effort
  • The top three written up in detail
Tools

Tool Recommendations

  • Whether to build, buy or configure for each use case
  • Which platform we would use and why
Roadmap

Ninety-Day Roadmap

  • Actions in order, each with an owner and a measure
  • A readout session for your leadership team

How it works

Two Weeks From Kickoff to Readout

We ask for about four hours of your team's time in total.

1
Week 1 · 01

Discovery

Short interviews with each team lead, plus read-only access to your CRM and the main tools around it.

2
Week 1 · 02

Scoring

We score data, process, tools, people and governance, and record the evidence behind each score.

3
Week 2 · 03

Use-case workshop

A two-hour session where we go through the candidates together and agree on the order.

4
Week 2 · 04

Roadmap and readout

We present what to fix first, what to build, which tool should run it, who owns it and how you will know it worked.

✓ ASSESSMENT DELIVERED · FIRST AUTOMATION SCOPED

Not sure where AI fits yet?

A thirty-minute call with one of our senior consultants is the simplest place to start.

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Pricing

One Fixed Price

If you go on to build the first use case with us within sixty days, the assessment fee comes off that invoice.

PLAN A · STARTING POINT
Assessment
$2,500 fixed for companies up to 200 staff. Larger companies are quoted.
Two-week engagementScorecard, ranked use cases and roadmapFee credited against your first build
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PLAN B
Assessment + Workshop
$3,500 fixed. Adds a half-day session with your team.
Everything in the assessmentTool walkthroughs and rules for safe use
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PLAN C
Then: build
Fixed scope. Your first use case built as an automation or an agent.
Built in the tools you already haveDocumented and owned by you
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Hear from our clients

What Our Clients Say

★★★★★✓ VERIFIED · REVOPS
3&Four was a helpful partner in building out our CRM infrastructure. Their team was responsive, easy to work with, and took a consultative approach throughout the process. They provided practical recommendations and best practices that helped us improve our setup and better leverage the platform.
Derrick, S. · “Responsive and Knowledgeable Partner”
★★★★★✓ VERIFIED · GROWTH
I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones, the communication is almost seamless which I very much appreciate.
Asif Rehmani · “Hard to find more reliable folks than these guys”
READ MORE ON HubSpot Marketplace · 5.0 ★Clutch · 5.0 ★

Evidence · accreditations

Assessed by the Team That Has Audited More Than 150 CRM Portals

Platinum Solutions Partner, accredited by HubSpot for Onboarding and Solutions Architecture.

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HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+
HubSpot clients served
100+
Onboardings and implementations
5.0 ★
HubSpot Marketplace rating
5.0 ★
Clutch rating

FAQs · for the record

Common Questions

Everything clients usually ask — on the record. If yours isn't here, the consultation is free.

Still have a question?

A senior consultant answers within one business day.

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01 What does an AI readiness assessment include?

We interview the people who run sales, marketing, service and operations, then look at your CRM, your data and the tools around them. You get a scorecard, a ranked list of use cases and a roadmap for the next ninety days.

02 How long does it take?

Two weeks from kickoff to the readout. We need about four hours of your team's time across that period.

03 What happens after the assessment?

The roadmap is yours. You can act on it with your own team or with anyone else. Most clients ask us to build the first use case on the list, and we credit the assessment fee against that work.

Get started · free consultation

Book your AI readiness assessment

Tell us a little about your team and the tools you use. We will confirm the scope and a start date within one business day.

  • Fixed fee · $2,500, credited against your first build
  • Two weeks · about four hours of your time
  • Yours to keep · scorecard, use cases and roadmap

We reply within 1 business day.