AI Readiness Checklist

📋 How to Use This Checklist

Check each box that applies to your business. Your score will calculate automatically as you go.

SECTION 1: OPERATIONAL READINESS (10 points)

We have documented workflows for key business processes AI needs clear processes to automate

We spend 10+ hours/week on repetitive tasks Data entry, scheduling, reporting, email management

Our team complains about boring, manual work High candidate for automation

We have bottlenecks that slow us down Approval processes, data transfers, manual reviews

We struggle to keep up with customer inquiries Chatbots can help 24/7

We collect customer/client data systematically CRM, spreadsheets, database - AI needs data

Our data is mostly digital (not paper-based) AI can't read paper (yet!)

We use cloud-based tools (Google, Microsoft, etc.) Makes AI integration easier

We have stable internet and computers Basic infrastructure needed

We're comfortable trying new software Willingness to change is key

SECTION 1 SCORE: 0 / 10

SECTION 2: PAIN POINTS & OPPORTUNITIES (15 points)

Data entry takes significant time each week Copying info between systems

We manually schedule appointments/meetings AI can save 5-10 hours/week

Creating reports is time-consuming Automated dashboards

We spend hours on email management AI can categorize, summarize

Document filing is chaotic AI document management

We get the same questions repeatedly Perfect for chatbot

Customer response time is too slow AI responds 24/7

Phone calls interrupt work AI assistants help

We lose leads due to slow response AI automation

Customer onboarding is manual Automated workflows

We make decisions on gut feel AI analytics

Don't know which products are profitable AI analysis

Not sure where to focus marketing AI attribution

Can't predict busy periods AI forecasting

Can't identify at-risk customers AI prediction

SECTION 2 SCORE: 0 / 15

SECTION 3: RESOURCES & COMMITMENT (10 points)

We have $5,000-$10,000 available Entry-level AI projects

Willing to invest for 6-12 month ROI Realistic timeline

This is an investment, not expense AI pays for itself

Leadership is interested in AI Top-down support

Have 5-10 hours for implementation Meetings, training

Team is open to learning Change management

Have an AI champion Internal advocate

Planning to grow in 1-2 years AI enables scaling

Need to do more with same people AI augments team

Falling behind competitors AI advantage

SECTION 3 SCORE: 0 / 10

SECTION 4: TECHNICAL READINESS (5 points)

Use modern software (updated in 3 years) Easier to integrate

Have someone comfortable with tech Doesn't need to be expert

Internet is reliable and fast Cloud AI needs it

Willing to move to cloud Many AI tools are cloud

Have basic IT support For troubleshooting