SBI GTM AI Assessment

Build a data-driven AI strategy that accelerates revenue.

Secure a structured baseline before annual planning to invest accurately in high-leverage areas and commit only to executable initiatives.

The SBI GTM AI Assessment scores your organization across 70 capabilities on a zero-to-five maturity scale. The evaluation spans sales, marketing, customer success, revenue operations, and enablement, benchmarking your results against a proprietary database of more than 40 B2B companies. This two-week assessment uses a defined scoring methodology tied to specific operational criteria. The rigorous process produces comparable, repeatable, and defensible data for board conversations. Simply provide your current tech stack, and strategic planning purposes and existing AI strategy documentation to begin.

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10

Domains

70

Capabilities

6

Maturity Levels

How The Assessment Works

The assessment tells you exactly where you stand, where your peers are ahead of you, and which three moves will close the gap fastest, before your budget is set.

1

Inputs

  • GTM tech stack audit
  • GTM process documentation
  • Team structure & roles
  • Data infrastructure overview
  • Strategic growth objectives
  • Stakeholder interviews

2

Assessment

  • Two-week GTM engine deep-dive analysis
  • Evaluation of 70 capabilities on a zero-to-five maturity scale
  • Benchmarking against 40+ verified B2B companies
  • Rigorous data generation for board-level planning

3

Outputs

  • GTM AI maturity scorecard
  • Executive summary
  • Priority sprint roadmap
  • Make vs. buy POV
  • Workflow sprint definition
  • Executive readout deck

 The SBI GTM AI Maturity Scale 

The SBI GTM AI Maturity Scale delivers a precise, evidence-based diagnosis of your current operations. The rigorous framework demands specific operational criteria at each level to accurately measure true capabilities and drive concrete GTM AI results. 

 L0 Absent

Capability is not on the team’s radar. No plans, no owner.

L1 Manual

Work happens but inconsistently, ad-hoc, dependent on individuals.

L2 Foundational/Repeatable

Process documented; data in system of record; can report on activity.

L3 Defined/Structured

Process standardized; data clean and ready for predictive layer.

L4 Managed / Integrated

Production at scale; measured against KPIs; accountable owner.

L5 Optimized / Mastery

Continuous improvement; unified data; real-time activated workflow. 

What You Get After The Assessment is Complete

Establish your exact starting point before finalizing AI investments during planning season. The assessment outputs empower leadership to make funded, sequenced AI investment decisions in a matter of days. Enter the planning phase equipped with a prioritized roadmap tied directly to your specific revenue goals.

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Build an AI-Powered GTM Engine

The first step towards an AI strategy that drives predictable revenue is understanding your current baseline. Secure your personalized GTM AI assessment, gain full access to the maturity scale definitions, and start planning your next revenue sprint with data, not guesses. Stop reactive planning and start driving executable growth.

Request Your Personalized
GTM AI Assessment

Tell us about your organization to begin the four-week benchmarking process.