AI Readiness Checklist

Assess your business's readiness for AI implementation

Your path to AI, made clear.
How to Use This Checklist:

Check each item that applies to your business. Your score will help determine your AI readiness level and next steps. Be honest in your assessment - this will help us provide the most relevant recommendations for your situation.

1. 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

2. 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/tablets for daily work
  • We're comfortable learning new software tools
    Team members can adapt to new technology with basic training

3. 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 (emails, documents)
    Templates or samples that AI could learn from
  • Our information is reasonably up-to-date and accurate
    Data isn't severely outdated or full of errors

4. 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 "tech champion"
  • 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

5. 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/money
  • We're willing to invest $3,000-$10,000 for significant improvements
    Budget available for meaningful automation projects
  • We think in terms of ROI for business investments
    Comfortable evaluating whether improvements pay for themselves

Your AI Readiness Score

0/20
Complete the checklist above to see your readiness level
Getting Started
0-8 points
Focus on basic digitization and process documentation before AI implementation
AI Ready
9-14 points
Good foundation for simple AI tools like chatbots or basic automation
AI Optimized
15-20 points
Ready for comprehensive AI solutions and advanced automation

Ready to Move Forward?

Get personalized AI recommendations based on your readiness level

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