The AI Prioritization Roadmap
Assess AI readiness

Every AI use case is a link in a chain that runs from a signal, to an action, to proof it worked.

The keep-and-grow chain
Signal
Churn and expansion signals
Score it in the assessment
Customer Success · Churn Prediction, Expansion Propensity, Customer Health Scoring
Action
The save or expand play
Score it in the assessment
Customer Success · Renewal Management
Foundation · Identity Resolution, Orchestration / Agent Platform
Proof
Retention and NRR
Score it in the assessment
Customer Success · QBR / EBR Automation, Voice of Customer / Sentiment AI

Complete chains turn AI spend into pipeline, win rate, and retention. Broken chains just add cost.

The six chains

Six chains carry your revenue. Open each one to see both frameworks attached.

The use cases from the journey map connect to SBI's AI readiness assessment areas.

A conditional seventh, for partner-led models
Where chains break

Most organizations own mature signals and break at the action step.

The foundation layer sits under all five revenue chains, so skipping it fails everything at once. The most common break point in each chain:

1Find demand

Intent signals fire and the outreach never changes. The list stays the list.

2Win the deal

Deal risk surfaces in a dashboard the rep opens after the deal slips.

3Trust the forecast

Hygiene erodes quietly until the commit is a guess with a decimal point.

4Keep and grow

The churn model is mature. The save play routes to nobody, and the score watches the account leave.

5Make reps better

Call intelligence records everything and changes nothing in the 1:1.

6Foundation

Skipped because it is unglamorous. When it fails, all five chains above leak at once.

Most revenue teams overestimate their GTM AI readiness by two full levels.

SBI scores your go-to-market across 70 AI capabilities in 10 domains, marketing through the data foundation, each benchmarked against 40+ B2B companies. It is vendor-neutral, and it answers one question: are you ready to invest and execute in AI?

  • Heat-mapped scorecard. 70 cells across 10 domains, scored 0–100.
  • Benchmark comparison. Where you lead, match, or lag B2B peers.
  • Make vs. buy matrix. Build, buy, or evaluate, with vendor short-lists.
  • Opportunity map. Where AI creates value, sized for your case.
  • 12-month roadmap. Wave-by-wave plan, memos for the top three moves.
Explore the AI Readiness Assessment
Acme Cloud34Lagging
Beacon Score, 0–100Best-in-class B2B SaaS 65–75
Marketing37-35
Inbound29-33
Outbound34-26
Sales Execution43-25
Forecasting29-31
Customer Success31-29
Pricing26-22
Enablement34-24
Channel17-25
Cross-Cutting AI Foundation46-12
L0 AbsentL1 InitialL2 FoundationalL3 DefinedL4 ManagedL5 Optimized
Illustrative example, not a real company. Red figures show the gap to best-in-class B2B.