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ai-gtm-transformation-audit

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Use this skill when a GTM leader (CRO, CMO, VP Sales, RevOps, CS leader, founder) wants to know where their organization really stands on its AI GTM transformation, what is holding it there, and what to do in the next 30 days to move up. It runs a short structured interview, places the org on one of four levels (Mostly manual, AI as an answer engine, AI as an action engine, Shared AI layer), shows where People, Process, Systems and Data each sit against a concrete picture of what good looks like, and writes a one-page readout a leadership team can act on. Also answers "AI readiness assessment", "AI maturity audit for sales and marketing", "where are we on AI in GTM", "why isn't AI moving our numbers".

skills/amos-bar-joseph/ai-gtm-transformation-audit/SKILL.md

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Nov 11, 2026

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Oct 20, 2026
License
MIT

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Applies when a leader asks "where are we on AI in go-to-market, and what is stopping us from getting more out of it?" Produces a level placement, a picture of where each part of the org sits against what good looks like, and a 30-day plan.

Most teams overrate their level. They have connected AI to their CRM and call it transformation, yet the numbers have not moved. The audit separates three things leaders tend to blur together: using AI, connecting AI to your data, and having AI do the work in a way the whole team can build on.

The point of the audit is to show the leader what good looks like, concretely, next to where they are today. Every placement, gap and move in the readout carries an example. There are no scores: a number invites false precision, and two leaders with the same number can be in completely different places. Evidence and examples do not have that problem. It is a diagnostic, not a pitch: no vendor recommendations unless the leader asks for them.

## The four levels

Classify against these definitions exactly, and use these names, in this order, everywhere: in the interview, the placement and the readout.

| # | Level | Definition |
|---|---|---|
| 01 | Mostly manual | Research, list building and outreach are done by hand or in traditional tools. |
| 02 | AI as an answer engine | AI is connected to some systems and answers questions when someone asks. |
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