Data Check
Duplicates, gaps and messy fields scored.
DATA & AI
AI Readiness Assessment
Is your CRM ready for AI? We check your data, processes and tools, then tell you exactly what to fix first.
- Data
- Processes
- Tools
- Risk
- Score
- Quick wins
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
WHAT WE DELIVER
What You Get
Process Review
Which workflows are ready for AI.
Tool Review
What your current tools can already do.
Risk Review
Access and privacy gaps flagged.
Readiness Score
A clear score with priorities.
Quick Wins
Three things you can do this month.
HOW IT WORKS
Our Process
Find the Time Sinks
Where does your team spend hours on repeat work?
Pick the Use
Choose the tasks where AI pays off fastest.
Clean the Data
AI is only as good as your CRM data.
Build & Connect
Build the agent and connect it to your tools.
Test
Real scenarios with guardrails in place.
Tune & Support
Watch results and keep improving.
FAQ
Common Questions
How long does it take?
About one to two weeks.
What do we get?
A readiness score, a fix list and quick wins.
How is this different from the Damage Report?
The Damage Report checks CRM health. This goes deeper on AI.
Most agencies try to upsell you on enterprise tools you don’t need. Ashton and the team took a look at our setup, showed us where we were overpaying, and consolidated our tech stack down to what actually generates revenue. They saved us money on software while making us more efficient.