Systems and integrations
How your CRM, billing, support and product tools exchange data, and how much of it people still copy by hand.
- How do your main tools share data?
- How often does someone copy data between tools by hand?
Free · 5 minutes · no sign-up
Is your company ready for AI and automation?
Ten questions about your systems, data, workflows and documents. You get a summary of where you stand and where we would start.
Your answers stay in your browser.
Ten questions · about 5 minutes
Ready when you are.
One question per screen. You can go back at any time, and your answers stay in this browser.
What the check looks at
Four areas, ten questions
Each area scores from 1 to 3. The lowest area is where we would start.
Data
Whether there is one source of truth for customers and revenue that every team trusts and reports from.
- Is there one source of truth for customers and revenue?
- Do marketing and sales report the same numbers?
Workflows
How leads, deals and tickets move between teams, whether anyone notices when an automation fails, and who owns each one.
- How do leads, deals and tickets move between teams?
- When an automation fails, how do you find out?
- Does every agent and automation in your company have one named owner?
AI readiness
Whether the documents an AI system would answer from are in one place, current and owned, and what earlier pilots taught you.
- Are procedures, policies and product docs in one place and up to date?
- Does each content area have a named owner?
- Have you run an AI pilot?
FAQ
Frequently asked questions
Who is the check for?
Teams at companies of 20 to 300 people who are planning automation, AI or a CRM change and want to know where to start.
What happens with my answers?
They stay in your browser. If you share your snapshot, the link contains only the four scores, not your answers.
Is this the same as the Technical Diagnostic?
No. The check is a quick self-assessment. The Diagnostic is a 2–3 week review of your actual systems, data and workflows. See the Technical Diagnostic
Want a second opinion on your result?
A 30-minute call. We’ll tell you what we’d build first.
What happens next
- 130-min callWe look at your situation and tell you what we would build first.
- 2Technical Diagnostic2–3 weeks, fixed scope: audit report and roadmap.
- 3Build in sprints4–6 weeks each, documented and handed over.