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Jeremy Krystosik
Oct 30, 2025

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Seamless Lead Generation and Assessment Process

This document provides a comprehensive overview of how to generate leads and assess AI readiness using a streamlined process. The steps detailed below will guide you through utilizing ready links for lead generation, gathering client input, and delivering a thorough AI readiness report, complete with actionable insights and a dynamic ROI calculator.

Step 1

Navigate to the dashboard and access the lead generation section through the ready links available. A few ready links can be observed here.

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Step 2

Utilize a link that can be shared on any social media platform or sent directly to prospects. Proceed with creating a sample to understand the process.

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Step 3

Verify that all information is accurate and complete. Begin filling out the questionnaire, answering any business-specific questions.

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Step 4

This step involves the client-facing aspect and results in the generation of a report. The report provides an AI readiness assessment with various score breakdowns. It includes specific use cases, quick win recommendations, and a detailed analysis of their current AI position. It identifies the primary tools as the largest time consumers.

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Step 5

Review the 90-day implementation roadmap, which is broken down into actionable steps. Utilize the dynamic ROI calculator based on the collected information to evaluate implementation costs. The report also includes role-based scenarios to enhance competitive positioning and outlines next steps. You can download the complete report here.

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