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AI Marketing Readiness Scorecard

Answer 8 quick questions to see how ready your marketing is for AI, and exactly where to start. Takes about 2 minutes.

1. Do you have a documented marketing strategy?

No, it lives in our headsSort of, but it is not written down or followedYes, documented and used to guide decisions

2. Who owns marketing in your company?

No one really, it is spread across the teamSomeone handles it on top of another roleA dedicated marketing leader or partner

3. Can you tell where your leads come from?

Not really, we are guessingPartly, for some channelsYes, we track sources and ROI clearly

4. Is your marketing data and CRM organized?

No central system, data is scatteredWe have a CRM but it is messy or underusedYes, centralized and well maintained

5. Has your team used AI tools in marketing?

Not yetA little, ad hoc and inconsistentYes, regularly and with intention

6. Do you have repeatable systems for content and campaigns?

No, everything is built from scratch each timeA few, but not consistentYes, documented and repeatable

7. How often is your team stuck on low-value busywork?

Constantly, we never get to real strategySometimesRarely, the team focuses on high-value work

8. Do you have a plan for where AI fits in your marketing?

No plan at allWe are exploring it informallyYes, a clear and intentional plan

Please answer all 8 questions to see your score.

Your score is ready.

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Your readiness score

0/100

Tier

You are in reactive mode.

Right now marketing is happening, but without a strategy, a clear owner, or systems behind it. That is the most important thing to know about AI: it multiplies whatever system it sits on top of. Drop AI into chaos and you get faster chaos. The win here is building the foundation first, then letting AI accelerate it.

Start here:

Get one clear, documented marketing strategy and a single owner.
Centralize your leads and data so you can measure what works.
Use AI for the lowest-risk wins first: research, repurposing, and first drafts.

You have foundations to build on.

You have some structure: a bit of strategy, some tracking, maybe a CRM. That means AI can start creating real leverage, as long as you apply it to specific workflows rather than everywhere at once. The opportunity is to tighten your systems and let AI multiply the parts that already work.

Start here:

Document your top 3 marketing workflows so they are repeatable.
Pick 2 high-leverage tasks to automate or accelerate with AI.
Tighten your reporting so you can prove what AI is improving.

You are engine-ready.

You have strategy, ownership, systems, and measurement in place. That is exactly the foundation where AI pays off fastest. The opportunity now is to scale: use AI to multiply output, sharpen targeting, and free your team to focus on the work that actually moves the business.

Start here:

Build an AI implementation plan mapped to your existing systems.
Automate reporting and repetitive production end to end.
Reinvest the time saved into strategy, testing, and growth.

Want a plan built around your score?

Book a free discovery call and we will map exactly where AI and better systems will move your marketing fastest.

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