B2B AI Marketing Readiness Assessment

This short assessment helps you understand where your organization stands in applying AI to B2B marketing — and where the biggest opportunities are.

It covers six areas: adoption stage, current usage, content, data, team readiness, measurement, and strategy. It takes less than 5 minutes.

Step 1 of 7

AI Adoption Stage

Let's start with a high-level view of where your organization is today.

How would you describe your organization's current stage of AI adoption in marketing? *

Actively using AI across multiple marketing functions Experimenting with AI tools in select areas Still evaluating AI or have not yet started

Step 2 of 7

Current AI Use

Tell us which marketing activities you currently use AI for.

Where does your team use AI today? (Select all that apply) *

Content creation and drafting Research and competitive intelligence Data analysis and reporting Audience segmentation and personalization Chatbots and conversational lead nurturing Campaign optimization and ad targeting SEO and content distribution We are not using AI in marketing yet

Step 3 of 7

Content & Messaging

How AI factors into the way your team creates and distributes content.

How does your marketing team use AI for content creation and messaging? *

AI generates first drafts across formats; humans refine and approve AI assists with ideation, research, or editing — not full drafts Content is created manually without AI involvement

Step 4 of 7

Data & Personalization

How your data infrastructure supports AI-driven targeting and personalization.

How mature is your use of data for AI-driven audience targeting and personalization? *

We use AI to segment audiences and personalize outreach at scale We have data pipelines but personalization is limited or manual We rely on manual segmentation with little or no personalization

Step 5 of 7

Team Readiness

How prepared your marketing team is to adopt and leverage AI tools.

How would you describe your marketing team's AI literacy and day-to-day adoption? *

Most team members actively use AI tools in their daily workflows Some team members use AI, but adoption is inconsistent AI adoption is minimal; most work is done without AI tools

Step 6 of 7

Measurement & ROI

How your team tracks the business impact of AI in marketing.

How does your team measure AI's impact on pipeline and revenue? *

Step 7 of 7

Strategy & Investment

Whether your organization has a clear AI marketing direction and dedicated resources.

Does your organization have a defined AI marketing strategy with dedicated budget and leadership support? *

Yes — formal strategy, executive sponsorship, and dedicated budget Informal plans exist, but no formal strategy or committed budget No formal AI marketing strategy has been defined