AI Readiness

How ready is your business for AI?

Work through this checklist honestly. Your score will tell you where you stand and what to do next.

How to use this checklist Check each item that applies to your business. Be honest — the more accurate your answers, the more useful your results. Your score updates as you go.
01

Business Process Clarity

  • We have documented standard operating procedures Your key business processes are written down and standardized
  • We can identify repetitive, time-consuming tasks You know which activities take the most time and happen regularly
  • We track how much time is spent on different activities You have a rough idea of time allocation across business functions
  • We have identified our biggest operational pain points You know what slows down your business or causes frustration
02

Technology Infrastructure

  • We use cloud-based software for most business functions Email, file storage, or business apps are accessible from anywhere
  • Our data is digital and organized Customer info, documents, and records are stored electronically
  • We have reliable internet and devices Stable internet connection and computers or tablets for daily work
  • We're comfortable learning new software tools Team members can adapt to new technology with basic training
03

Data Quality & Availability

  • We maintain customer contact information Names, emails, phone numbers are collected and stored
  • We track business metrics and performance Sales, leads, productivity, or other key numbers are monitored
  • We have examples of communications we could use as templates Emails, documents, or samples that could inform AI outputs
  • Our information is reasonably up-to-date and accurate Data isn't severely outdated or full of errors
04

Team & Culture

  • Leadership is open to trying new approaches Decision-makers are willing to invest in efficiency improvements
  • We have someone who can learn and manage new tools At least one person can be the point person for new technology
  • Team members are generally positive about automation Staff see automation as helpful rather than threatening
  • We can dedicate time for initial setup and training Business can handle a brief learning period
05

Financial Readiness

  • We budget for business improvement tools Some funds allocated for software, training, or efficiency improvements
  • We understand the cost of our current inefficiencies You know roughly what manual processes cost in time and money
  • We're open to investing in tools or services that pay for themselves over time Comfortable evaluating whether improvements deliver real returns
  • We think in terms of ROI for business investments Comfortable evaluating whether improvements pay for themselves
Your Readiness Score
0 / 20
Complete the checklist above to see your readiness level.
0 to 8 points
Getting Started

Focus on basic digitization and process documentation before AI implementation.

9 to 14 points
AI Ready

Good foundation for simple AI tools like automation, drafting, and basic workflows.

15 to 20 points
AI Optimized

Ready for comprehensive AI solutions and more advanced automation.

Recommended Next Steps

    Want to talk through your results?

    A 30-minute discovery call puts your score in context. We'll look at your specific situation and tell you honestly where to start.

    Schedule a Free Discovery Call