Resources
Field notes on revenue systems, data infrastructure, and AI that reaches production. Written from client work, not theory.
All Resources >

Guide
The AI Readiness Health Check: 36 checks to run on Salesforce or HubSpot before any AI goes live
An open checklist of 36 concrete, verifiable checks across data quality, data model, ownership, integrations, process, permissions, reporting lineage and AI prerequisites — with what to measure, why it matters for AI, and a scoring rule.

AI transformation
Five ways to make sure your organization is actually AI-enabled
Buying AI tools is the easy part. Five structural tests separate companies where AI ships from companies where it stalls — and most mid-market firms pass two.


