Downloadable

AI readiness checklist

How to assess your business's AI readiness: answer these eight questions before a vendor demo. If you cannot answer three of them, start with an assessment — not a license.

1. 01Which 3–5 workflows consume the most hours each week?
2. 02Where do errors or rework currently show up in those workflows?
3. 03Is the source data complete, owned, and accessible?
4. 04Who will use the system on Monday morning — and who owns it?
5. 05What existing tools (CRM, ERP, email, sheets) must this connect to?
6. 06What would a 90-day win look like in hours, errors, or revenue?
7. 07What is off-limits: systems, data, or processes that cannot change yet?
8. 08If AI is the wrong answer, are we willing to hear that?