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AI Readiness Assessment
Know exactly where AI will pay off, in weeks, not months.
The AI Readiness Assessment is a fixed-scope review of your workflows, data, marketing technology, team skills and governance. You get a scored readiness report, a prioritized list of AI use cases and a 90-day roadmap, so you can invest with confidence.
01 Fixed scope and fixed fee
02 Scored readiness report
03 Prioritized use-case list
04 90-day AI roadmap
Why it matters
Don’t start with a tool. Start with a clear picture.
Many companies buy AI tools before they understand where AI can help, what data it needs or what risks to manage. The result is wasted licenses, stalled pilots and frustrated teams.
The assessment gives leadership a shared, objective view of readiness and opportunity. It identifies quick wins, the bigger bets worth planning for and the foundations, such as data, governance and training, that need attention first.
Who the assessment is for
- Mid-market and growing companies starting or restarting their AI journey.
- Leadership teams that need an objective view before investing.
- eCommerce and marketplace sellers looking for efficiency gains.
- Marketing and sales teams already using AI informally.
- Companies worried about data privacy or client information.
- Boards and owners asking “what’s our AI plan?”
How we work
How the assessment works.
A focused engagement with clear deliverables.
01
Kickoff
We agree on goals, scope, stakeholders and the teams and workflows to review.
02
Discovery
We interview key people, review workflows, data, systems, current AI use and policies, and run a short team survey.
03
Analysis
We score readiness across key dimensions and identify and rank AI use cases by value, effort and risk.
04
Readout
We present the report, use-case list and 90-day roadmap to leadership and agree on next steps.
What we deliver
What we review and what you get.
01
Workflows
How work gets done today in marketing, sales, eCommerce, finance and operations, and where time is lost.
02
Data
Where key data lives, its quality and accessibility, and what AI tools can safely use.
03
Martech & systems
Your CRM, marketing, commerce and ERP stack, and the AI features you already pay for.
04
Team skills
Current AI use, confidence and training needs across roles.
05
Governance
Policies, data handling, vendor risk and human review, measured against practical good practice.
06
Deliverables
A scored readiness report, a prioritized use-case list and a 90-day roadmap with owners and measures.
Why Strategiza
A practical assessment from experienced operators.
We’ve run marketing, sales, eCommerce and channel organizations, and we use AI in our own work every day. Our recommendations are practical, sized for your business and focused on results you can measure.
- Fixed scope. Clear deliverables, timeline and fee before we start.
- Objective. We don’t resell AI software or licenses.
- Actionable. A roadmap your team can start on immediately.
- Risk aware. Privacy and governance included, not an afterthought.
- No obligation. Use the roadmap with us, on your own or with another partner.
Engagement models
A fixed-fee first step.
The AI Readiness Assessment is delivered as a fixed-scope, fixed-fee project. Pricing depends on company size and the number of teams in scope. See how pricing works.
Done with you
We run the assessment with your leadership team and hand over the roadmap for your team to execute.
Done for you
After the assessment, we can lead implementation of the roadmap for you.
FAQ
Assessment questions.
How long does the assessment take?
It depends on the size of your business and the teams in scope. We agree on the timeline at kickoff, and it’s designed to be quick and focused.
How much time do our people need to give?
Mainly short interviews with key people and a brief survey. We keep the time burden low.
Do we need to be using AI already?
No. The assessment is useful whether you’re just starting or already have tools and pilots in place.
What happens after the readout?
You can implement the roadmap yourself, with our help or with another partner. Many clients continue with AI Strategy & Roadmap or a Claude rollout.
Is our information kept confidential?
Yes. We handle your information confidentially and follow your data-handling requirements.
Related services
Let’s scope your assessment.
Book a free 30-minute call. Tell us about your business and goals, and we’ll outline an assessment that fits.
info@strategiza.com
+1 480 215 5282 · Irvine, California