Phase 1: Data Readiness & Unification
Is your customer data centralized in a primary System of Record (e.g., Salesforce, HubSpot)?
Are there active APIs or webhooks connecting your core marketing apps to your primary database?
Have you eliminated manual "spreadsheet copy-pasting" between departments (e.g., Sales to Delivery)?
Do you have a clean, documented taxonomy for your user events and lead statuses?
Phase 2: Customer Experience & Triage Automation
Do you receive more than 50 repeated customer inquiries per week that require identical responses?
Have you mapped out your "Top 5" customer support journeys from initial ticket to resolution?
Is your Knowledge Base / FAQ documented well enough that a human could solve 80% of issues just by reading it? (Crucial for AI Agent grounding).
Do you have clear "escalation rules" documenting when a bot must hand off a ticket to a human agent?
Phase 3: Sales Automation & Lead Scoring
Do you use an automated lead scoring model to qualify inbound constraints before sales reps make contact?
Is there an automated nurturing sequence (email / SMS) for leads that are "Not Yet Ready to Buy"?
Can customers book a meeting directly into your team's calendar without human email ping-pong?
Do you have an AI-driven or automated contract generation / quoting system?
Phase 4: Product Development & Custom Workflows
Are your internal tools (dashboards, admin portals) securely accessible in a modern cloud architecture?
Do your current legacy systems have REST or GraphQL APIs to integrate with modern web frameworks?
Is there a regular UX audit process in place to ensure new features don't increase cognitive load?
Are manual reporting tasks taking up more than 5 hours of your team’s time per week?
Phase 5: Agentic Readiness (Advanced AI)
Do you have clear "guardrails" defined (topics AI is not allowed to discuss with customers)?
Is your enterprise data structured in a vector database or accessible via secure retrieval frameworks?
Have you conducted a security / compliance review for automated data fetching (GDPR, etc.)?
Are you ready to test a 14-day Salesforce Agentforce Pilot to validate AI ROI in your live environment?
Ready to Operationalize AI?
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