Free AI Readiness Check
Being asked for an AI plan? Start with what you already have.
A 20-minute check for growing companies that want AI to pay off without an enterprise budget. You get a one-page snapshot of where you stand and three things you can fix in the next 30 days, with or without us.
Request your free 20-minute checkFree. No pitch deck. No commitment.
Why start here
AI is only as good as what's underneath it
Most leaders being asked about AI aren't behind. They just haven't looked underneath yet. These are the gaps we see most often.
Systems that disagree
Your CRM and your ERP don't agree on how many active customers you have, or what counts as one.
Data typed twice
Sales enters the deal, someone re-keys it for billing, and a few months later the numbers drift apart.
A CRM the team works around
The real work happens in spreadsheets and inboxes, so the system never has the full picture.
Point AI at that and you get answers delivered with total confidence that don't match each other. The fix isn't more software. It's the foundation.
Built for growing teams
You don't need an enterprise AI budget to get started
Big AI programs are built for big budgets. For most growing companies, the value starts with the systems you already pay for.
- Use what you haveGet more out of your current CRM and data before buying anything new.
- Fix things in the right orderKnow which gaps matter now and which can wait.
- Spend when it will pay offPut money into AI once the foundation can support it.
What you walk away with
A one-page snapshot
Where you stand today across your processes, your data, and how your team uses Salesforce.
Three fixes for the next 30 days
Practical steps you can take with or without us.
A clearer answer for leadership
Something concrete to bring to the "what's our AI plan?" conversation.
How it works
Three steps. About 20 minutes on the call.
Reach out
Send us a quick note through our contact page and mention the AI Readiness Check. We'll set up a time.
A 20-minute call
We go through 12 quick questions about your processes, your data, and how your team actually uses Salesforce.
Get your snapshot
Your one-page snapshot and three fixes arrive within 48 hours.
Who you'll talk to
Nina DiMeglio
COO, Prolexity
Before she was a consultant, Nina was the one buried in broken processes and a CRM that didn't fit. She spent 25+ years running customer service and support operations, including as VP of Customer Support at New World Systems, and has spent 15+ years leading Salesforce and business-process delivery.
- 50+ end-to-end Salesforce implementations across manufacturing, financial services, and healthcare and life sciences
- 5 acquisitions integrated onto a single Salesforce platform
- You talk to her directly, from the first call. No junior hand-offs.
MMTC: five systems into one Salesforce org in 12 weeks, with zero downtime at go-live.
Read the MMTC story →Questions
Common questions
Is it really free?
Yes. The check, the call and the snapshot are free, and there's no commitment.
Is this a sales pitch?
No. You get the snapshot and the three fixes either way. Some teams take the fixes and handle them on their own, and that's fine.
Do we need to be on Salesforce?
Yes. The check is built around Salesforce. If you're not on Salesforce yet, send us a message and we'll point you in the right direction.
We don't have a big budget for AI. Is this still for us?
Yes. That's who it's built for. The point is to get value from what you already have and to spend on AI only when the foundation is ready.
How is this different from the Rapid Value Assessment?
The AI Readiness Check is a 20-minute snapshot for leaders being asked about AI. The Rapid Value Assessment is a free 60-minute session for companies whose CRM doesn't match how the business runs. Not sure which fits? Send us a message and we'll point you to the right one.
2027 budgets are being set now. Know where you stand first.
Twenty minutes, twelve questions, and a clear picture of what to fix before the AI line gets spent.
Request your free 20-minute check