AI Readiness Lead Magnet Playbook

The self-scoring survey (15 questions across Technology, Data, Team, Strategy, Risk) and the interactive 4-pillar checklist are live. Both calculate a score client-side and present results instantly, no backend needed for the scoring logic.

To extend into a full self-led course: Use the Hub's native Course/Membership builder (or AI Studio to generate the course pages). Break the 5 survey dimensions into 5 short modules, each with a video, a knowledge check, and a progress tracker. Gate the course behind the same lead-capture form so every enrollee enters the CRM.

Six custom fields are registered in the CRM and wired into both funnels' submit handlers:

• • Lead Source (Snapshot vs Checklist)
• • AI Readiness Score (0–100)
• • AI Readiness Tier (Foundation / Ready / Advanced / Optimized)
• • Business Type (10 verticals)
• • Employee Count
• • Current Tech Stack

Every submission creates a contact with these fields populated, so you can segment and prioritize leads by score, tier, and vertical.

Inside the Hub, create a Workflow triggered by Form Submission (filter by formId: ai-readiness-snapshot or ai-readiness-checklist). Recommended sequence:

1. 1. Add contact to pipeline stage "AI Readiness Lead" (new pipeline stage).
2. 2. Send instant SMS: "Thanks for taking the AI Readiness Snapshot! Your score: [AI Readiness Score]. Your action plan is on the way."
3. 3. Send email with personalized action plan template (use the AI Readiness Tier field to branch content).
4. 4. Branch by score: Score ≥ 70 → assign to sales rep for priority call within 4 hours. Score 40–69 → nurture sequence. Score < 40 → educational content + strategy session invite.
5. 5. Create a task for the assigned rep: "Call AI Readiness lead, [Business Name], score [Score], [Business Type]."
6. 6. Wait 3 days → if no meeting booked, send follow-up email with calendar link.

Build a 5-email nurture sequence in the Hub's email builder (use Content AI / Ask AI to draft each email in your Brand Voice):

1. Email 1 (Day 0): Action plan delivery + score recap + calendar link.
2. Email 2 (Day 2): "Your AI Readiness Tier explained", what [Tier] means and the top 3 actions to take.
3. Email 3 (Day 5): Case study / vertical-specific success story (use Business Type field to personalize).
4. Email 4 (Day 9): "The cost of waiting", competitive pressure + NIST governance framing.
5. Email 5 (Day 14): Final CTA, free strategy session + limited onboarding slot.

In the same workflow, add SMS touchpoints (use the Hub's SMS builder with your telephony configured):

• • Instant SMS on submission (score confirmation)
• • Day 3 SMS: "Still thinking about AI? Book a 15-min call: [calendar link]"
• • Day 7 SMS: Vertical-specific tip (e.g., "Restaurants using AI receptionists capture 100% of missed calls")

Create tasks at each stage so no lead goes cold. Assign by round-robin or by vertical specialization.

Create a dedicated pipeline: "AI Readiness Lead Funnel" with stages:

1. 1. AI Readiness Lead (entered via snapshot/checklist)
2. 2. Contacted (SMS/email sent)
3. 3. Strategy Session Booked
4. 4. Strategy Session Held
5. 5. Proposal Sent
6. 6. Won, Onboarded
7. 7. Lost / Nurture

Use the AI Readiness Score custom field to sort and prioritize the lead list, high-score leads get called first.

To turn the snapshot into a full self-led course (higher-value lead magnet), use the Hub's Membership/Course builder or AI Studio:

1. 1. Create 5 modules (one per survey dimension): Technology, Data, Team, Strategy, Risk.
2. 2. Each module: a 3–5 min video (use AI Studio to generate or record), a 1-page PDF action guide, and a 3-question knowledge check.
3. 3. Gate access behind the lead-capture form (same formId). Course enrollment = CRM contact creation.
4. 4. Award a "AI Readiness Certified" badge on completion, triggers a final workflow that books the strategy session.
5. 5. Track progress in the CRM with a custom field (Course Progress %) updated by workflow at each module completion.