STRATEGY

An AI-readiness scan for B2B organisations that do not want to do everything at once.

In four weeks, an honest map of where AI genuinely makes a difference in your RevOps. Which agents (HubSpot Breeze, sales coaching, customer agent) fit your data and team, in what order to roll them out, and what the EU AI Act says about the risk classification.

Book a scan call Take the Maturity scan first

What do you get?

01
AI maturity position Where you stand per team, on a scale of 5 levels
02
Top-3 use cases With business case and risk classification
03
90-day roadmap Which agent first, which later, with budget per phase

Pilots without a business case

An AI tool purchased because a conference recommended it, no clear objective or measurement point. After six months, nobody knows whether it worked.

Poor data, poor agent

HubSpot Breeze or a customer agent runs on your CRM data. When the lifecycle is vague and properties are empty, the agent hallucinates or simply returns wrong answers.

No governance

Nobody knows which prompts are used, which data agents can see, or who is responsible if something goes wrong. The EU AI Act sets requirements that none of the pilots have addressed.

Adoption stalls on gut feeling

The sales team does not use the AI Copilot because it is faster to do it themselves. Or the opposite: over-enthusiastic use without review, with output sent to clients unchecked.

Approach

Four weeks to a well-founded AI roadmap.

A focused scan, not a year-long project. Interviews, data audit, use-case scoring and a 90-day roadmap with budgets.

01 Week 1

Discovery & data audit

Interviews with sales, marketing and service leadership. Data audit of CRM properties agents use as context: lifecycle, deal properties, customer records, content library.

Wat je krijgt Data-readiness report with top-5 risks for agent reliability

02 Week 2

Use-case scoring

Eight categories scored on fit with your situation. Per use case: impact (revenue or cost saving), feasibility (data and process ready) and risk (AI Act classification).

Wat je krijgt Use-case matrix with impact/feasibility/risk scores and top-3 priorities

03 Week 3

Governance & risk

EU AI Act classification per use case. Policy for prompt governance, output review and data access for agents. What is mandatory, what is nice-to-have.

Wat je krijgt Governance document on one page, AI Act classification per use case

04 Week 4

Roadmap & management presentation

90-day roadmap per use case, with budget, owner and success metric. One-hour management presentation to get decisions made. Hand-over to implementation or RaaS retainer.

Wat je krijgt 90-day roadmap, business case per top-3 use case, management presentation

What you walk away with

Five documents, ready for your management team.

No 80-page report. A data-readiness check, a use-case matrix, a governance one-pager and a 90-day roadmap. Everything on a Figma blueprint your RevOps or IT lead can pick up without a translation step.

We explicitly write which use cases are not yet mature and what needs to happen before they are. No "anything is possible", just an honest phasing.

What you get

Data-readiness report per CRM object
Use-case matrix with impact, feasibility, risk
Top-3 use cases with business case
AI Act classification per use case
Governance document on one page
90-day roadmap with budget and owner
One-hour management presentation

Who helps you

Three specialists with AI and RevOps experience.

AI-readiness is not a tool question. It is a combination of data, governance and people work. You work with people who know all three sides.

Carel Schrier

RevOps Lead / Strategist

Leads the interviews and sparring on use-case prioritisation. Twenty years of B2B commercial experience and the last two years in agent implementation.
Yoni Lammens

HubSpot Specialist

Handles the data audit and HubSpot Breeze fit analysis. Which use cases run natively on HubSpot and which require a different tool.
Carsten Huiskamp

CRM Architect

Assesses data readiness and governance. Which properties need cleaning before an agent works reliably, and how to manage access.

Case · B2B mid-market

From four separate AI pilots to a well-founded top-3 with business case

A B2B organisation in professional services had four AI pilots running: a Gong test, a Clay flow for outbound, a Breeze experiment for pipeline and a ChatGPT licence for content. None of the four had an owner, none had a measurable result after six months.

In four weeks we scanned the data readiness, scored all pilots against impact/feasibility/risk and applied the AI Act. Result: two pilots stopped, one scaled, one new one added that nobody had considered. With a governance protocol that reassured the board.

What clients usually ask.

Honest answers to the questions we hear before almost every engagement.

What is the difference with the Maturity scan?

The Maturity scan looks at your overall RevOps maturity (people, process, tech) across all teams and is a 15-minute self-assessment. The AI-readiness scan looks specifically at AI and agent readiness: data quality, governance, use-case identification. For clients without a Maturity scan we recommend doing that first, because AI builds on your RevOps foundation.

How long does the scan take?

Four weeks. Week 1 discovery and data audit, week 2 use-case scoring, week 3 governance and AI Act classification, week 4 roadmap and management presentation.

What does an AI-readiness scan cost?

Lighter than large strategy projects, but tailored depending on scope and number of teams. Book a call for an honest scope indication. Many clients connect the scan to a RevOps-as-a-Service retainer for execution.

How does the EU AI Act apply?

Per use case we score against the AI Act: unacceptable, high, limited, minimal risk. For B2B RevOps most fall in limited and minimal, but HR screening and some service use cases can become high risk. We write the governance protocol alongside it.

Ready to start?

Ready for an AI roadmap your management team supports?

Book a scan call. We take a brief look at your current AI experiments and biggest uncertainties, then provide an honest scope.