Your customer is asking about AI. You're not in a position to audit their readiness — and you shouldn't be. We do the strategic assessment, you stay the trusted advisor. Everybody wins.
You've heard these before. Now you have somewhere to send them.
They're interested in HubSpot but "need to figure out their AI strategy first." The deal stalls because they don't know what they need — and neither do their partners. Give them a structured path forward that leads back to you.
"Before you invest in any platform, it's worth getting an independent assessment of where your operations actually stand. I work with a team that does AI readiness audits specifically for firms like yours — no vendor bias, just a clear picture of what to fix first. Want me to make an intro?"
They bought HubSpot but adoption is low, data is messy, and they're blaming the tool. The real issue is operational — and they'll churn if nobody names it. An external audit gives them the honest assessment you can't deliver without risking the relationship.
"It sounds like there's a gap between what the platform can do and how the team is set up to use it. I know someone who specializes in diagnosing exactly that — they audit the operational foundation, not the software. Would it help if I connected you?"
A decision-maker on the buying committee keeps pushing back: "We're not ready for AI." They're probably right — but that doesn't mean the deal is dead. An independent readiness audit validates their concern and turns it into a plan. The plan includes HubSpot.
"That's actually a smart instinct. The firms that succeed with AI are the ones that assess readiness before buying tools. There's a group that runs exactly that kind of audit — vendor-neutral, executive-level. I can introduce you if it's useful."
Use this template to make the introduction. Swap the brackets, hit send. Takes 30 seconds.
Hey [Prospect First Name],
I wanted to connect you with Josh Harcus from ReadinessAudit.com. His team runs AI readiness audits for professional services firms — it's a structured, vendor-neutral assessment of how prepared your operations, data, and team are before deploying AI.
Given our conversation about [AI concerns / operational challenges / platform strategy], I thought this could be a useful step before making any big decisions.
Josh — [Prospect First Name] is [brief context: role, firm type, what they're working through]. I thought you two should connect.
I'll let you both take it from here.
The best referrals feel like a favor, not a pitch. This email positions you as the person who connected them with the right resource at the right time.
Have someone in mind right now?
Make the IntroductionThe audit produces six deliverables over 8 weeks. Everything they need to make an informed AI investment — including whether to invest at all.
Scored 1–5 across six pillars: culture, operations, data, revenue, tech stack, and use case fit.
Plain-language brief for leadership. What's working, what's broken, what's at stake.
Quick wins at 30 days. 90-day plays. 6–12 month strategy. Sequenced by ROI and readiness.
What stays. What goes. What needs to be built. With integration requirements and cost ranges.
Stakeholder mapping, resistance mitigation, and adoption sequencing — the part most firms skip.
Recorded walkthrough of findings. Reusable for board meetings, partner retreats, or internal buy-in.
We built this to be the kind of referral that makes you look good — not the kind you have to worry about.
We don't sell CRM, marketing automation, or platform licenses. We assess readiness. The recommendation almost always includes HubSpot.
Josh built HubSpot's education programs. He knows the ecosystem, the language, and the buyer journey. This isn't a cold vendor — it's a known quantity.
A readiness score and roadmap give the buying committee the clarity they need. Stalled deals un-stall when someone else validates the strategy.
Your prospect meets with senior operators, not junior consultants. The experience reflects well on whoever made the introduction.
Send them our way. We'll handle the assessment, keep you in the loop, and make sure the experience reflects the relationship you've built.
Refer a Customer Now