THE PROBLEM
Seventy percent of CMOs say becoming an AI leader is critical this year, and they are putting more than 15% of their marketing budgets behind it. Yet only three in ten say their organization is ready to scale AI (Gartner, 2026 CMO Spend Survey). That gap is where budgets get wasted and pipeline stalls.
Most founders and marketing leaders are stuck in the same place:
- You’re paying for AI tools but can’t tell whether they’re moving pipeline or just adding noise.
- Your team is experimenting with AI in scattered pockets. No strategy, no standards, no governance.
- You know competitors are getting faster, and you’re not sure where you’re falling behind or what to fix first.
Guesswork is expensive. You don’t need another tool. You need a clear read on where you stand and a plan you can act on.
WHAT IT IS
A focused, two-week diagnostic that scores your marketing’s AI readiness across seven dimensions and hands you a prioritized roadmap. It’s led personally by Jason Mundy, a CMO with 30 years in B2B technology marketing.
This isn’t a software scan or a generic checklist. It’s an executive-level read on your strategy, your stack, your team, and your governance, and a clear-eyed perspective on where AI will move your marketing and where it won’t.
What you get
- A clear AI Marketing Edge Score across all seven dimensions, with maturity bands from Aware to Leading so you know exactly where you stand
- A gap analysis that separates the high-value gaps from the noise
- Three quick wins you can start the week the audit ends
- A prioritized 90-day roadmap sequenced by impact, not by what’s trendy
- A board-ready findings report you can put in front of investors or your leadership team
THE SEVEN DIMENSIONS
Only one of the seven is about tools, intentionally.
- Strategy & Positioning: is your go-to-market clear enough for AI to amplify rather than scale the confusion?
- Customer & Data Foundation: ICP clarity, data quality, and the CRM hygiene AI depends on
- Martech & AI Stack: what you own, what’s integrated, and what’s actually being used
- Content & Creative Engine: production capacity, brand consistency, and AI-assisted workflows
- Demand Generation & Pipeline: channels, measurement, and attribution that hold up
- Team Skills & Adoption: capability, training, and readiness to adopt, not just access
- Governance & Risk: brand safety, data privacy, and a usable AI policy
Each dimension is scored as Aware · Exploring · Operational · Scaling · Leading.
HOW IT WORKS
→Intake & access (Days 1 and 2): you complete a short intake and grant a read-only look at your marketing assets, stack, and metrics
→Stakeholder interviews (Week 1): two focused conversations: one with you, one with your marketing lead
→Scoring & analysis (Weeks 1 and 2): We scores all seven dimensions and build your roadmap
→Findings & roadmap readout (End of Week 2): a 90-minute working session to walk through the report, align on the quick wins, and sequence the next 90 days
Cost
$3,500, fixed fee. No open-ended retainer, no surprises. If you move forward with a follow-on engagement within 60 days, the full $3,500 is credited toward it.
Get in touch to learn more
Frequently Asked Questions
Founders and CEOs of B2B SaaS and technology companies, and owners of professional services firms including marketing agencies and IT-services firms, who want a clear, honest read on where AI fits in their marketing.
No. Tools are one of seven dimensions. The audit looks at strategy, data, team, and governance because buying tools without those is how budgets get wasted.
Two weeks from intake to readout (dependent on your availability and access to your data).
A scored, executive-level report; three immediate quick wins; and a prioritized 90-day roadmap.
You can engage ONPOINT Business Advisors for fractional CMO support, and your $3,500 audit fee is credited toward it.
Access is read-only and used solely to produce your report. Data handling is covered before any access is granted.
ABOUT JASON MUNDY
Jason is a transformative leader, business coach and fractional CMO with three decades of B2B marketing leadership in technology that spans software, hardware, professional IT services, and SaaS. He has held executive roles in high growth start-ups as well as Fortune 100 technology companies including EMC and Dell Technologies. As a full-time and fractional CMO, operating advisor and certified FocalPoint Business and Leadership Coach, Jason has demonstrated exceptional capability in driving substantial growth, transformative change management and strategic initiatives. Jason holds an MBA with a concentration in General Management and Marketing from Boston University Questrom School of Business and a BS in Industrial Manufacturing Engineering from the University of Rhode Island.