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Research-Enabled AI Advisory Services

AI is changing how B2B revenue teams operate but most organizations are struggling to move from experimentation to impact. We help GTM teams operationalize AI across people, process, and platforms to accelerate execution and impact.

19%

of organizations have a clearly defined AI roadmap for Account-Based GTM

Source: ForgeX AI+ABM Inflection Point Report

52%

are satisfied with their organizations progress in adopting AI to support
Account-Based GTM

Customized Services to Fit Your AI Maturity

Most Organizations Are Here

AI is not
leveraged

Passive tools
(AI Search)

Prompt-based
LLMs
 (ChatGPT
Claude, Gemini)

Initial testing of
AI copilots of
agents within
select GTM tools

Isolated use
cases across
GTM tech stack

Implemented AI
workflows across
some GTM
functions

API-based AI
Integrations across
systems

Multi-agent
collaboration
orchestrating
GTM workflows
autonomously

AI agents and
automation span
across all GTM
functions

Custom AI
agents

ForgeX AI-GTM Maturity Model™

How We Help Enterprises Operationalize AI

Activate Your AI Potential

Assess Your AI Readiness & Maturity
  • Assess people, process, data, and tech

  • Benchmark AI maturity vs. industry peers

  • Identify capability gaps and operational risks

Technology and Vendor Selection and Integration Guidance
  • Evaluate tools & vendors

  • Provide expert, unbiased guidance

  • Optimize your tech stack for cost and scale

Al Council Governance and Implementation
  • Set governance and decision rights

  • Define council roles and structures

  • Operationalize ethics and compliance

Isolate and Identify the Use Cases that will Drive the Greatest Impact
  • Prioritize use cases by ROI and feasibility

  • Uncover high-leverage opportunities

  • Define success metrics and business value

Build an Al Roadmap & Implementation Plan
  • Turn strategy into phased execution

  • Align teams on timelines and goals

  • Map resources, risks, and sequencing

Measure the Effectiveness and ROI of Al Implementation
  • Build measurement frameworks

  • Link Al investments to KPIs and ROI

Establish a Scalable Al Center of Excellence (CoE)
  • Centralize Al capabilities

  • Define CoE roles & processes

  • Scale support across business units

Delivered By a Custom Scope Of

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Outcomes That Maximize Revenue
Growth and
GTM Efficiency

Empower your teams to execute with greater focus, speed,and scale

Al-literate teams on high-impact use cases

Clear Al deployment roadmap

Higher productivity & efficiency

Optimized headcount & resources

Lower tech debt & smarter vendor choices

Faster time-to-value

What Makes ForgeX Different

Research-Enabled

Proprietary benchmark data, and insight built into every engagement.

Practitioner-Driven

Work with senior experts who’ve operated at your level.

Outcome-Oriented

We don’t hand you static playbooks, we partner to drive measurable results.

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