Stop guessing where
AI creates value.

Know exactly where AI drives business impact across Marketing, Sales, and Customer Success — with a continuous maturity loop that updates as you execute.

See Your GTM Model’s AI Readiness
Take our free 8-question benchmark to assess your GTM model’s AI value potential, execution readiness, and investment risk - surfacing key signals and priority areas for focus.
Question 1 of 8
Without ValueIX
68%
of AI initiatives fail to show measurable ROI McKinsey State of AI 2024 — most orgs lack a structured maturity framework
$2.4M
average wasted on misaligned AI tool spend per year Gartner — enterprise GTM teams, mid-market and above
9mo
average time before cross-team AI blockers surface By which point budget is spent and momentum is lost
ValueIX
With ValueIX
higher AI initiative success rate with structured maturity scoring Organizations using capability frameworks vs. ad-hoc AI adoption
40%
reduction in consulting spend replacing one-time assessments Continuous AI intelligence at a fraction of typical advisory costs
Day 1
cross-GTM dependencies visible before you invest Map blockers and readiness gaps before budgets are committed

AI Investment Intelligence for Go-To-Market

Align GTM investments to drive real growth

See how top executives use GTMbyDesign to prioritize spend and remove growth barriers.

For CMOs

Invest where marketing drives revenue.

  • Identify high-impact campaigns
  • Allocate budget to growth drivers
See Your Marketing Strategy

For CROs

Fix the system behind the number.

  • Uncover pipeline bottlenecks
  • Optimize sales conversion
Diagnose Revenue Gaps

For CCOs

Turn retention into a growth engine.

  • Spot churn risks early
  • Drive account expansion
Assess Customer Health

For COOs

Orchestrate GTM as a system.

  • Break down process silos
  • Scale execution efficiency
Unlock Operational Leverage

The full picture. All in one platform.

From maturity scores to roadmaps to cross-team dependencies — everything a GTM leader needs to invest in AI with confidence.

app.valueix.ai/dashboard
GTM AI Maturity Overview
Domains
Marketing
Sales
Customer Success
Platform
Maturity Assessment
Roadmap Builder
Dependencies
Initiatives
Reports
Executive Summary
QBR Reports
GTM AI Maturity Overview Q1 2026
Marketing
64%
↑ 8pts this quarter
Sales
51%
↑ 3pts this quarter
Customer Success
43%
2 blockers active
Top Capabilities — Marketing Domain
Lead Intelligence & Scoring
72% On track
Campaign Personalization
41% Blocked
Content & SEO Automation
58% On track
Pipeline Attribution
29% Critical
Predictive Revenue Analytics
65% On track
Domains
Marketing
Sales
Customer Success
Platform
Maturity Assessment
Roadmap Builder
Dependencies
Initiatives
Reports
Executive Summary
AI Roadmap — All Domains Wave 1 · Q1–Q2
Wave 1 — Foundation
Wave 2 — Acceleration
Wave 3 — Scale
📣 Marketing
Accelerate Lead Generation Growth
Improve Segmentation & Targeting Growth
Optimize Campaign Performance Growth
Strengthen Attribution & ROI Efficiency
💼 Sales
Improve Pipeline Visibility Growth
Improve Sales Forecast Accuracy Efficiency
Improve SDR Productivity Efficiency
Automate Lead Routing Efficiency
🤝 Customer Success
Establish Customer Health Scoring Retention
Optimize Customer Onboarding Retention
Improve Retention & Renewal Signals Retention
Enhance Customer Feedback Loop Retention
Domains
Marketing
Sales
Customer Success
Platform
Maturity Assessment
Roadmap Builder
Dependencies
Initiatives
Reports
Executive Summary
Cross-GTM Dependency Map 5 blockers
3
At risk
2
Blocked
5
Ready
From To Dependency Status
Marketing Sales AI lead scoring requires Sales CRM hygiene at 80%+ At risk
Sales CS Outbound automation needs CS handoff playbook defined Blocked
CS Marketing Renewal intelligence requires unified customer data layer At risk
Marketing CS Personalization engine needs product usage data from CS Ready
Sales Marketing Deal velocity AI requires marketing attribution signals Blocked
CS Sales Customer expansion model requires sales win/loss data Ready
Domains
Marketing
Sales
Customer Success
Platform
Maturity Assessment
Roadmap Builder
Dependencies
Initiatives
Reports
Executive Summary
Initiative Pipeline 14 active
14
Submitted
6
Approved
5
Pending
3
Blocked
92
AI-powered lead scoring model v2
Marketing OKR aligned High impact
Wave 1
Approved
87
Customer health score automation
CS OKR aligned Retention
Wave 1
Approved
78
Sales call intelligence & coaching
Sales OKR aligned Dep. risk
Wave 1
Pending
74
Optimize campaign performance AI
Marketing OKR aligned
Wave 2
Approved
61
Real-time pipeline decisioning
Sales Data gap Blocked
Wave 2
Blocked
Designed for forward-thinking GTM organizations
Enterprise PE Firms RevOps Teams GTM Consultants CMO Offices Sales Leaders
Capability 01 — Maturity Assessment

Know exactly where you stand across all GTM functions.

Score your current AI maturity across dozens of Marketing, Sales, and Customer Success capabilities — giving executives and operators a clear, shared baseline before a dollar is spent.

Explore the assessment framework →
Maturity Scores — Sales Domain Live
Pipeline Intelligence 68%
Forecast Accuracy 44%
Outbound Automation 71%
Deal Velocity Tracking 32%
Win/Loss Analysis 55%
AI-Assisted Coaching 39%
Capability 03 — Cross-GTM Dependencies

The only platform that maps cross-team AI blockers before you invest.

Marketing can't accelerate pipeline if Sales isn't ready. Sales can't automate outbound if CS hasn't defined the handoff. ValueIX maps these dependencies on day one — before budgets are committed.

See how dependency mapping works →
Cross-GTM Dependency Map — Wave 1
Marketing AI lead scoring requires Sales CRM hygiene at 80%+ At risk
Sales Outbound automation needs CS handoff playbook Blocked
CS Renewal intelligence requires unified data layer At risk
Marketing Personalization engine needs product usage from CS Ready
Sales Deal velocity AI requires marketing attribution signals Ready
Ready
At risk
Blocked
Capability 04 — Roadmap Generation

A wave-based roadmap built on your maturity, not generic best practices.

ValueIX generates cross-GTM roadmaps organized by your activity groups and business objectives — staged by importance and dependencies specific to your organization's current state.

See the roadmap builder →
AI Roadmap — Wave 1 Summary 12 initiatives
Accelerate Lead Generation Marketing · Growth
Improve Pipeline Visibility Sales · Growth
Establish Customer Health Scoring CS · Retention
Optimize Campaign Performance Marketing · Growth
Improve SDR Productivity Sales · Efficiency

What GTM Leaders Are Saying

Built by operators,
validated by executives.

Coming Soon
"

We spent $1.8M on AI tools last year and couldn't tell the board which ones actually moved the needle. ValueIX would have given us that answer on day one.

SR
Sarah R.
Chief Revenue Officer · Series B SaaS
Coming Soon
"

The dependency map is unlike anything I've seen. We discovered three months of blocked work in our first assessment — before we committed another dollar to the roadmap.

MK
Marcus K.
VP Revenue Operations · Enterprise Software
Coming Soon
"

We use ValueIX across our entire portfolio. For the first time we can benchmark AI maturity company-to-company and prioritize where to deploy resources for maximum value creation.

JP
Jennifer P.
Managing Director · Growth Equity Fund

Who It's For

Built for every stakeholder
in the AI investment decision.

From C-suite executives setting direction, to operators executing daily, to PE firms benchmarking portfolio-wide AI readiness.

👔

Executive Buyers

CRO, CMO, CFO & CS Leaders

Replace consulting fees with a continuously updated AI intelligence platform. Board-ready reporting on where AI creates value and where budget is at risk.

  • Justify AI investments with data, not gut feel
  • Align leadership on priorities before spending
  • Track ROI across all GTM AI initiatives
  • Board-ready transformation reporting
⚙️

Operators & RevOps

Marketing, Sales & CS Operations

Run AI transformation like a program — with structured governance, prioritization frameworks, and maturity tracking that updates as your team executes.

  • Structured capability assessments across functions
  • Identify cross-team dependencies before they block
  • Submit, score, and govern AI initiative ideas
  • Track maturity improvements as initiatives ship
📈

PE Firms & Consultants

Portfolio Managers & GTM Advisors

Deploy a consistent AI maturity framework across your portfolio. Benchmark performance, compare readiness, and accelerate value creation at scale.

  • Standardized AI maturity across portfolio companies
  • Cross-company benchmarking and comparison
  • White-label option for consulting firms
  • Volume pricing for portfolio-wide deployment

Pricing

Self-serve simplicity.
Enterprise depth.

Start free for 14 days. No credit card required. Scale to enterprise when you're ready.

Basic

Individual

$49 / mo per domain

Monthly · 20% off annual

  • 1 GTM domain
  • AI maturity assessment
  • Blocker identification
  • Basic roadmap generation
  • Free viewer & approver accounts
Start Free Trial
Most Popular

Pro

Power Users

$149 / mo per domain

Monthly · 20% off annual

  • All Basic features
  • Cross-GTM dependency mapping
  • AI-powered roadmap generation
  • Initiative capture & OKR scoring
  • Continuous maturity loop
  • Priority support
Start Free Trial

Team

Small Company

$1,999 / month

All 3 domains · Up to 5 users

  • All Pro features · 3 domains
  • 5 full user seats included
  • Unlimited viewers & approvers
  • Guided onboarding session
  • Dedicated success manager
Start Free Trial

Enterprise & Partners

PE Firms & Consultants

Custom

From $2K/mo per portfolio company

  • Portfolio-level benchmarking
  • White-label option
  • Custom onboarding & training
  • API access & integrations
  • Enterprise SLA
Book a Call

14-day free trial · No credit card required · Cancel anytime · Annual billing saves 20%

Ready to make AI investments measurable?

Join GTM leaders replacing AI guesswork with structured, data-driven roadmaps and continuous maturity tracking.

Start Free — 14 Days Book Executive Walkthrough →

Frequently Asked Questions

Everything you need to know
about ValueIX

Can't find your answer? Talk to our team →

What is ValueIX and what problem does it solve?

ValueIX is an AI value intelligence platform designed for B2B GTM (Go-to-Market) leaders. It solves the core problem of AI investment uncertainty — most organizations deploy AI tools without a clear framework for measuring where those tools create real business impact across Marketing, Sales, and Customer Success. ValueIX replaces one-time consulting assessments with a continuously updated, structured operating model that scores AI maturity, identifies blockers, maps cross-team dependencies, and generates prioritized roadmaps — all in one platform.

How is ValueIX different from a traditional AI consulting engagement?

Traditional AI consulting engagements produce a one-time snapshot report — typically costing $50,000–$500,000 — that quickly becomes stale as your organization evolves. ValueIX is a continuous intelligence platform: as your team executes AI initiatives, maturity scores update automatically, blockers are re-evaluated, and roadmaps adjust in real time. This creates a living operating model rather than a static deliverable, at a fraction of the consulting cost. Organizations using ValueIX typically reduce consulting spend by 40% while gaining ongoing visibility that no one-time engagement can provide.

What GTM domains does ValueIX cover?

ValueIX covers three core GTM domains: Marketing, Sales, and Customer Success. Within each domain, the platform assesses dozens of specific capabilities — from lead intelligence and campaign personalization in Marketing, to pipeline visibility and forecast accuracy in Sales, to customer health scoring and retention signals in Customer Success. Each domain can be purchased and assessed independently, or organizations can deploy all three for a complete cross-GTM view. The platform also maps dependencies between domains, which is critical because AI initiatives in one function often require readiness from another.

What is the ValueIX Continuous Maturity Loop?

The ValueIX Continuous Maturity Loop is the core operating model that differentiates the platform from point-in-time assessments. It works in four stages: first, the platform assesses your current AI maturity across GTM capabilities; second, it generates a prioritized, wave-based AI roadmap aligned to your OKRs; third, your team executes and tracks approved initiatives; and fourth, maturity scores automatically update to reflect real progress — triggering a new cycle at a higher baseline. This means ValueIX gets smarter and more accurate as your organization improves, rather than becoming irrelevant after a single assessment.

What makes the Cross-GTM Dependency Map unique?

The Cross-GTM Dependency Map is a capability exclusive to ValueIX that no competing platform offers. It maps the readiness dependencies between GTM functions before you invest in AI initiatives. For example: a Marketing team may want to deploy AI-driven lead scoring, but that initiative may depend on Sales CRM data quality being at 80% or higher. Without this visibility, organizations discover these blockers only after budgets are committed and timelines have slipped. ValueIX surfaces these dependencies on Day 1, allowing executives and operators to sequence investments correctly and avoid costly execution failures.

How does ValueIX generate AI roadmaps?

ValueIX generates AI roadmaps using your organization's specific maturity scores, identified blockers, cross-GTM dependencies, and stated business objectives (OKRs). Unlike generic best-practice frameworks, every roadmap is unique to your organization's current state. Initiatives are organized into waves — typically Wave 1 (Foundation), Wave 2 (Acceleration), and Wave 3 (Scale) — and are drawn from your activity groups across Marketing, Sales, and Customer Success. Each initiative is scored by business impact, OKR alignment, and dependency risk. The result is a structured, board-ready plan that shows exactly where to invest AI resources and in what sequence.

Who is ValueIX designed for?

ValueIX serves three primary buyer groups. Executive buyers — including CROs, CMOs, CFOs, and CS leaders — use ValueIX to justify AI investments with data, align leadership on priorities, and deliver board-ready reporting on AI transformation progress. Operators and RevOps teams use it as a daily operating framework to run structured capability assessments, track cross-team dependencies, submit and score AI initiative ideas, and monitor maturity improvements as initiatives ship. Private equity firms and GTM consultants use it to deploy a standardized AI maturity framework across portfolios or client bases, enabling cross-company benchmarking and white-label delivery.

How much does ValueIX cost?

ValueIX offers four pricing tiers. The Basic plan starts at $49 per month per GTM domain and includes AI maturity assessment, blocker identification, and basic roadmap generation with free viewer and approver accounts. The Pro plan at $149 per month per domain adds cross-GTM dependency mapping, AI-powered roadmap generation, initiative capture with OKR scoring, and the continuous maturity loop. The Team plan for small companies is $1,999 per month and covers all three GTM domains for up to five users including guided onboarding. Enterprise and partner pricing for PE firms and consulting organizations starts from $2,000 per month per portfolio company, with white-label options and custom implementation support. All plans include a 14-day free trial with no credit card required, and annual billing provides a 20% discount.

How do PE firms and consultants use ValueIX?

Private equity firms use ValueIX to deploy a consistent AI maturity assessment framework across their entire portfolio of companies. This enables portfolio-level dashboards that benchmark AI readiness company-to-company, identify where AI investment would create the highest value creation for growth, and track transformation progress across the portfolio in a standardized format. GTM consultants use ValueIX as a white-label platform to differentiate their advisory offerings — replacing one-time assessment reports with a continuous intelligence platform that clients access directly, generating recurring revenue and deeper client relationships. Volume pricing applies per portfolio company or per client account.

What is the Guided Discovery feature in ValueIX?

Guided Discovery is ValueIX's AI-powered interview engine for assessing capability maturity. Instead of requiring operators to manually fill out complex spreadsheet scorecards, Guided Discovery conducts a structured conversation that walks teams through targeted questions across four dimensions: People, Process, Data, and Technology. The AI generates live maturity scores in real time as answers are provided, significantly reducing the time and subjectivity involved in capability assessment. It works across each capability group — such as Lead Management, AI-Driven Orchestration, or Customer Health Scoring — and produces a Discovery Score Card that can be reviewed, adjusted, and saved as a formal assessment report.

How long does it take to get started with ValueIX?

Individual users on the Basic or Pro plans can complete their first AI maturity assessment within a single session of 60 to 90 minutes using the Guided Discovery feature. No implementation, IT involvement, or consulting engagement is required — ValueIX is fully self-serve for individual and team plans. The platform provides immediate, actionable output after the first assessment: a scored maturity baseline, identified blockers, and an initial roadmap recommendation. For Team plans, a guided onboarding session is included to help configure domains, invite team members, and align the assessment framework to your specific OKRs. Enterprise and partner deployments include dedicated implementation support with timelines agreed during the sales process.