What you get
- CRM data quality and permissions review
- Up to 6 stakeholder interviews
- Up to 10 use cases scored on value and readiness
- Platform and model recommendation per use case
- Roadmap and priced SOW, credited within 60 days
Scope
Included
- CRM data quality and permissions review (Salesforce or HubSpot)
- Up to 6 stakeholder interviews
- AI policy and compliance requirements review
- Up to 10 use cases scored on value and data readiness
- Platform and model recommendation per use case (Claude, OpenAI, Agentforce, Breeze)
- Roadmap and priced SOW
Not included
- Configuration
- Proofs of concept
- Vendor contract negotiation
- Data remediation
Always outside a fixed-scope package
- Software licences, credits, add-ons, apps, connectors, and vendor support.
- Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
- Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
- Integrations not named in the package, and any work inside third-party systems.
- Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
- Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
- Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
- Administration after the 30-day hypercare (sold as Support).
- Additional UAT cycles caused by changes to approved requirements.
- Work outside business hours (US Central or EET by client region), on-site work and travel.
- Performance or load testing, penetration testing, and accessibility audits.
- Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.
What you provide
- Stakeholders for interviews
- Read access to the CRM and current AI tools
- Existing AI or acceptable-use policies
- A project owner with decision authority, available 2 to 4 hours a week.
- Licences in place, admin access, and a sandbox or test environment by kickoff.
- Subject-matter experts for each process in scope, available for workshops.
- Source data exported in the agreed format by the date in the project plan.
- Answers, design approvals and UAT sign-off within 3 business days of each request.
- Their own users' availability for training sessions.
- Compliance and legal review of any client-facing content, messaging or AI output.
Assumptions
AI engagement terms
- AI output is probabilistic; we test against agreed cases and do not guarantee answers.
- The client's compliance team approves controls, prompts and supervision rules before go-live.
- Client data is not used to train models; enterprise or zero-retention data terms are configured where the vendor offers them.
- Vendor model changes and retired features after go-live are handled under Support.
- Usage costs are the client's and are estimated, not guaranteed.
Done means
Acceptance: Roadmap and SOW delivered and walked through.
Price and change control
- The price is fixed for the scope above. It does not change unless you change the scope.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- EU and UK clients: euro pricing on request; VAT is added where applicable.
Frequently asked questions
How much does an AI readiness assessment cost?
$7,500 for two weeks of senior review, credited in full against an AI + CRM Jumpstart or AI Agent Build signed within 60 days. A free online self-assessment is also available.
Which AI platforms do you work with?
Claude (Anthropic), OpenAI and ChatGPT, Salesforce Agentforce and HubSpot Breeze. We are partners of all four and recommend the model per use case rather than one vendor for everything.