Guide
AI assessment for sales teams: the free version vs. the AI Opportunity Assessment
By Carlos Bueso · CEO & Co-founder · · 2 min read
Before buying AI tools, it pays to know where the real impact is in your commercial operation. We offer two ways to find out: a free one in minutes and an in-depth one in two weeks.
The free version: your AI Sales Readiness Score in minutes
- 14 quick questions, mostly multiple choice, about your company, scale, tools, process and where you stand with AI.
- A 0–100 score instantly, broken down into five dimensions: data & CRM, documented sales process, proposals & quotes, response speed and AI maturity.
- A personalized diagnostic by email within one business day, with your top automation opportunities and a starting plan, reviewed by our team.
| Score | Level | What it means |
|---|---|---|
| 0–30 | Manual / Starting point | Almost everything depends on human effort; big opportunities are ready to capture. |
| 31–50 | In motion | The foundations exist, but they don't run together yet. |
| 51–70 | Building momentum | Several pieces work; AI connects and scales them. |
| 71–100 | AI-ready | You're ahead of the pack; the focus is sharpening and keeping your edge. |
The AI Opportunity Assessment: two weeks, an actionable plan
It's a two-week engagement with our team to identify, prioritize and quantify AI opportunities across your commercial operation. Here's how it works:
- Intake: a 16-question questionnaire in 5 blocks (your company, your sales operation, tools & tech, AI & automation, decision context). Several people on your team can answer it together.
- A context call with your team to understand how you sell today.
- A map of your current commercial process.
- An AI Opportunity Map: 3–5 prioritized areas, split into quick wins and strategic projects, with recommended tools, timelines and estimated costs per initiative.
- Senior CTO review and a realistic feasibility check of every proposed solution.
The deliverable is a 10–12 page report with an executive summary you can take to leadership to decide on budget.
| Free | AI Opportunity Assessment | |
|---|---|---|
| Duration | Minutes | 2 weeks |
| Format | Self-serve | With our team |
| Outcome | Score + emailed diagnostic | 10–12 page report + plan |
| Opportunities | The main ones | 3–5 prioritized, with timelines and costs |
| Best for | Exploring where you stand | Deciding what to invest in |
Which one is right for you?
If you're exploring, start with the free assessment: in a few minutes you'll know where you stand and what to tackle first. If you already know AI matters and need a credible plan before committing budget, the two-week AI Opportunity Assessment is the next step.