How the assessments are scored

Both assessments use transparent, deterministic scoring. The same inputs always produce the same score. This page lists every question, weight, and formula so you can check the math or cite it.

AI & RevOps Readiness Assessment

Ten scored questions across five categories, two per category. Each answer maps to a maturity level from 1 (least mature) to 4 (most mature). Three profile questions (CRM, company size, role) tailor the report and never change the score.

Formulas

Overall score = round((sum of 10 answers − 10) ÷ 30 × 100), from 0 to 100.
Category score = round((sum of its 2 answers − 2) ÷ 6 × 100), from 0 to 100.

Example: answering 2 on every question gives (20 − 10) ÷ 30 × 100 = 33, which is the Developing tier.

Questions and answer levels

Data foundation

Whether your CRM data can be trusted, and whether your tools share it.

How much do you trust the contact and company data in your CRM?

1We don't: duplicates, gaps, and outdated records everywhere
2Usable for basics, but we clean it manually when problems surface
3Mostly reliable, with documented standards and periodic enrichment
4Highly reliable, with automated enrichment, deduplication, and ongoing governance

How connected are your marketing, sales, and service tools?

1Mostly disconnected; data moves by export and spreadsheet
2A few key integrations, with plenty of gaps
3Most tools sync to the CRM on a regular basis
4One connected platform with real-time data across teams

Revenue process

How leads move from marketing to sales, and whether you can tie activity to revenue.

How clearly defined is your lead lifecycle and the handoff from marketing to sales?

1No defined stages; handoffs happen ad hoc
2Stages exist but aren't followed consistently
3Documented stages and handoff criteria that teams follow
4Automated lifecycle with SLAs, routing, and tracked conversion rates

Can you tie marketing and sales activity to closed revenue?

1No, we report on activity, not revenue
2Partially, with last-touch or manual reporting
3Yes, with multi-touch attribution in regular reporting
4Yes, and we use it to forecast and reallocate budget

AI adoption

How your team uses AI today, from individual tools to agents in production.

How is your team using AI in day-to-day marketing and sales work?

1Not at all, or only a few people on their own
2Individuals use tools like ChatGPT, with no shared approach
3Specific teams use AI for defined tasks like content or research
4AI is built into shared workflows across teams

Have you deployed any AI agents (prospecting, support, content) inside your CRM or tools?

1No, and we haven't explored it
2We're exploring or piloting one
3One or two agents running in production
4Multiple agents in production, with measured results

Governance

AI usage policy, approved tools, and who owns the CRM and its permissions.

Does your company have an AI usage policy and an approved tools list?

1No policy or guidance
2Informal guidance shared verbally
3A documented policy and approved tools
4A documented policy, approved tools, and ongoing training

Who owns your CRM, and how are permissions and user access managed?

1No clear owner; most users have broad access
2Someone handles it part-time, and permissions are loosely managed
3A clear owner, with role-based permissions
4A dedicated owner or team, with role-based permissions and regular access reviews

Strategy & visibility

Whether buyers find you in AI answers, and how leadership funds AI work.

When buyers ask ChatGPT or Perplexity about your category, do you know whether your company shows up?

1We've never checked
2We've checked once or twice
3We check periodically and know roughly where we stand
4We track it regularly and actively work to improve it

How does leadership prioritize and fund AI initiatives?

1It isn't a priority right now
2Interested, but waiting to see proven ROI
3Dedicated budget for specific initiatives
4A leadership-sponsored roadmap with ongoing investment

Profile questions (not scored)

Which CRM do you use? HubSpot, Evaluating HubSpot, Salesforce, Another CRM, No CRM yet.
How many employees does your company have? 1 to 49, 50 to 199, 200 to 500, 500+.
What's your role? Marketing leader, Sales leader, RevOps or operations, Founder or executive, Other.

Tiers

Starter (0 to 25): The basics are not in place yet. Data, process, and ownership are informal, so AI tools would mostly automate the mess. The fastest gains come from fundamentals.
Developing (26 to 50): Some foundations exist, but they are uneven. Teams use AI on their own and the CRM works for day-to-day tasks, but reporting and handoffs still depend on manual effort.
Established (51 to 75): Solid, documented foundations. Data and process are reliable enough to support targeted AI use cases, and the next step is scaling what works across teams.
Leader (76 to 100): Connected data, governed AI use, and revenue reporting that leadership acts on. The work now is compounding: more agents, better measurement, and keeping governance current.

Peer comparison

Reports do not compare you to other companies yet. Peer benchmarks will appear once at least 50 real assessments have been completed, so any comparison is based on real data rather than estimates.

AEO Snapshot

The AEO Snapshot estimates how visible a company is to AI assistants. It is a 5-prompt sample and a homepage-level technical check, not a full audit. Results can vary between runs because AI answers change over time and with each search.

Components

Component	Weight
AI crawler access and rendering	30
Structured data and llms.txt	20
AI answer mentions (share of 5 prompts)	35
Directory presence (G2, Capterra, Clutch)	15

The preliminary technical score shown before the email step is the first two components (50 points) scaled to 0 to 100. If the AI visibility test cannot complete, the report shows the technical score and says so.

AI crawler access and rendering (30)

AI answer crawlers (12 points). Split evenly across the crawlers that fetch pages for live AI answers. Blocking them removes you from those answers.
AI training crawlers (3 points). Blocking training crawlers is a legitimate choice, so it carries little weight and is never listed as a top fix.
Content visible without JavaScript (7 points). Full credit at 2,000 or more characters of readable text in the raw homepage HTML, none at 300 or fewer, scaled in between. Most AI crawlers do not run JavaScript.
Title, meta description, H1 (2 points each), HTTPS (1), canonical tag (1).

Crawlers checked against robots.txt (verified September 2026):

User agent	Operator	Type
`OAI-SearchBot`	OpenAI	Answer / retrieval
`ChatGPT-User`	OpenAI	Answer / retrieval
`Claude-SearchBot`	Anthropic	Answer / retrieval
`Claude-User`	Anthropic	Answer / retrieval
`PerplexityBot`	Perplexity	Answer / retrieval
`Perplexity-User`	Perplexity	Answer / retrieval
`GPTBot`	OpenAI	Training
`ClaudeBot`	Anthropic	Training
`Google-Extended`	Google	Training
`CCBot`	Common Crawl	Training

Structured data and llms.txt (20)

llms.txt present (5), valid XML sitemap (4, or 2 if found but invalid).
JSON-LD on the homepage: Organization (3), WebSite (2), FAQPage (2), Service or Product (2), Article (1), BreadcrumbList (1).

AI answer mentions (35)

Claude writes 5 questions a buyer in your market would ask, based on your one-line description, without naming you. Each question is then answered by Claude with live web search, prompted to recommend specific providers the way it would for a buyer. An extraction step records which companies each answer recommends and which sites it cites. Your score is 35 × (answers that mention you ÷ 5). Competitors you enter are tracked the same way.

Directory presence (15)

A web search restricted to G2, Capterra, and Clutch looks for your company's own profile. Each profile found is worth 5 points.

Tiers

Starter (0 to 25): AI assistants have trouble reading your site or are not recommending you yet. Technical fixes come first, because they are fast and unblock everything else.
Developing (26 to 50): AI crawlers can mostly reach you, but structured data, third-party presence, or mentions in AI answers are thin. You are findable, not recommended.
Established (51 to 75): Your site is readable by AI crawlers and you appear in some AI answers. Gains now come from broader prompt coverage, directory profiles, and citations.
Leader (76 to 100): Strong technical foundations and consistent mentions in AI answers. The work is defending share across more prompts and more assistants.

How we fetch your site

Our checker identifies itself as AspectAEOSnapshot/1.0 (+https://assessment.thisisaspect.com/methodology), fetches only your homepage, robots.txt, llms.txt, and sitemap, uses short timeouts, and never runs JavaScript. An unreachable site is reported as a finding rather than an error.

How AI is used

Scores are never calculated by AI. They come from the fixed formulas above. AI (Anthropic's Claude) is used in two places: writing the RevOps report's analysis from your answers, and running the AEO visibility test. The report prompt requires every statement to tie back to your answers and forbids invented statistics or benchmarks. If the AI service is unavailable, the RevOps report uses Aspect's own written playbook instead, so it always renders.

Data and privacy

Answers and results are stored so your report link keeps working and so Aspect can follow up. Report links use long random tokens, show company-level results only, never display your email, and are excluded from search engines. See theprivacy policy.