AI · case study

Marketing Flight Planner — AI GTM Maturity → Roadmap Engine

Client: Portfolio Artifact
Industry: AI & Machine Learning
Year: 2025
Reporting Time Reduction75%
MVP Readiness100%
Pipeline Growth Potential15%

The challenge

Most maturity assessments stop at static scores and generic recommendations. Operators still need to decide what to fix first, what to defer, and where budget and team capacity create constraints. The objective was to build a practical decision tool that turns maturity findings into a sequenceable plan tied to business outcomes and implementation readiness.

Our methodology

1. Created a structured diagnostic framework across revenue strategy

Created a structured diagnostic framework across revenue strategy, operations, data, and channel execution, then mapped each score profile to recommended plays and stack priorities

2. Added weighted decision logic that accounts for impact

Added weighted decision logic that accounts for impact, effort, and dependency constraints so recommendations are ordered for implementation reality

3. Built scenario simulation to compare roadmap outcomes under different resource assumptions

Built scenario simulation to compare roadmap outcomes under different resource assumptions

4. Packaged outputs as an executive-ready action brief and operator-level workplan.

Packaged outputs as an executive-ready action brief and operator-level workplan.

Key decisions and why they mattered

Prioritize recommendation sequencing over score visualization

Users needed implementation order and dependencies, not another dashboard scorecard.

Impact: Produced roadmap outputs teams could execute immediately in planning cycles.

Use weighted impact-effort-dependency logic for recommendation ranking

Simple scoring over-prioritizes high-impact items that are blocked operationally.

Impact: Increased realism of recommendations and reduced planning churn after handoff.

Support scenario simulation for constrained-resource planning

Leadership needed to compare options across staffing and budget tradeoffs.

Impact: Enabled faster alignment on near-term roadmap commitments.

The execution

Created a structured diagnostic framework across revenue strategy, operations, data, and channel execution, then mapped each score profile to recommended plays and stack priorities. Added weighted decision logic that accounts for impact, effort, and dependency constraints so recommendations are ordered for implementation reality. Built scenario simulation to compare roadmap outcomes under different resource assumptions. Packaged outputs as an executive-ready action brief and operator-level workplan.

The outcome

Measurable impact across pipeline, efficiency, and growth.

Delivered MVP with production scoring and roadmap generation flows

Supports real-time GTM maturity diagnosis across REAO dimensions

Introduced scenario simulation for low, base, and aggressive execution paths

Impact trajectoryKey metrics
Delivered MVP with production scoring and roadmap generation flows

Portfolio Artifact

Outcome summary

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