FREE READINESS AUDIT

Is your marketing
ready for AI?

AI tools make good marketing faster and messy marketing messier. These 20 plain statements check whether your data, tools, team, and measurement are ready. Each one comes with a quick way to check it.

How to use this

Tick a statement only if it is true today, not if it is planned.
Use the grey "How to check" line when you are unsure. Still unsure? Leave it unticked.
Get your score out of 100, a breakdown by section, and the first things to fix. Nothing is stored or sent.

01 Clean data

AI tools are only as good as the numbers you feed them.

The revenue in your CRM and the revenue in your website analytics (such as Google Analytics) match within about 5%.How to check: Compare last month's revenue from marketing in both tools. If nobody knows, leave it unticked. Tracking is tested and working on every page where someone can buy, book, or enquire.How to check: Submit your own contact or checkout form and confirm it shows up as a conversion in your analytics and ad accounts. There is a written rule for which channel gets credit for a sale or lead, and it is used for all paid channels.How to check: Ask: "If a lead clicked a Google ad and later a LinkedIn ad, which one gets the credit?" A written, agreed answer counts. Reports update automatically. Nobody has to download and clean spreadsheets to produce them.How to check: Ask how long the monthly marketing report takes to prepare.

02 Customer understanding

AI can personalise only what you already understand about your buyers.

Your stages for a contact (lead, marketing-qualified lead, sales-qualified lead) are defined by what the person did, such as booking a demo, not by guesswork.How to check: Ask sales and marketing to explain, separately, when a lead becomes "qualified". Tick only if the answers match. You group customers by what they bought or did, not only by age, city, or company size.How to check: Check your email or CRM segments. Are any based on purchases, product usage, or engagement? You track, every month, the signs that a customer is about to leave (for example falling usage, fewer orders, or unanswered emails).How to check: Is there a list or report of at-risk customers that someone looks at every month? Answers customers give you directly (surveys, preferences, feedback forms) are stored in your CRM against their record.How to check: Open a customer record in your CRM. Can you see their survey answers or stated preferences?

03 Connected tools

AI works best when your tools share data automatically.

Your marketing and sales tools pass data to each other automatically, without anyone copying or re-typing it.How to check: Ask whether anyone exports data from one tool and imports it into another every week. Leadership looks at one shared dashboard that everyone trusts, not different numbers from different people.How to check: At the last leadership meeting, did everyone quote the same numbers? In the last year you have reviewed your software subscriptions and cancelled the ones you do not need.How to check: Check when someone last listed every marketing and sales tool you pay for. When something changes in one tool (for example, a new lead), the other tools see it within minutes.How to check: Fill in your own website form and time how long it takes to appear in your CRM and email tool.

04 Team and process

Tools do not help if the team has no way of using them well.

Your team has written, step-by-step guides for using AI tools on common tasks, and for checking the results.How to check: Ask to see the guide. A shared document with prompts and review steps counts. One named person in marketing is responsible for keeping data clean and accurate.How to check: Ask: "Who fixes it when the CRM data is wrong?" A name counts; "everyone" does not. At least a fifth of routine admin work (data entry, report building, follow-up reminders) is now done automatically.How to check: List your team's weekly admin tasks and tick the ones that run on their own. Your team has had proper training on using AI tools, not just trying things on their own.How to check: Has everyone who uses AI at work attended a course, workshop, or structured session?

05 Measuring results

You need to see whether AI is making a difference to revenue.

Your main marketing numbers are revenue and customer lifetime value (how much a customer is worth over time), not clicks and impressions.How to check: Look at your last marketing report. Is revenue or pipeline the first number? You know how much it costs to win a customer through each channel (customer acquisition cost).How to check: Can you say how much you spent to win one customer from Google Ads, from LinkedIn, and from referrals? You move marketing budget every month towards the channels that bring the most customers.How to check: Did last month's budget change based on results, or stay the same as the plan? You track how long it takes a new customer to get real value from what they bought.How to check: Do you know the typical number of days from signing to a new customer's first success?

Is your marketing
ready for AI?

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Is your marketing ready for AI?

How to use this

What your score means

Score by section

Fix these first

Ready to fix the gaps?

Is your marketing
ready for AI?