AI readiness checklist: is your business ready for automation?
Twelve short questions across your processes, data, team and risk controls. You get a score, the three areas to work on first, and links to the pages that help.
What the checklist asks
Your processes
How many repetitive tasks does your team do by hand each week? Are those tasks written down or clearly repeatable? Do delays in these tasks cost you leads, customers or revenue?
Your data and tools
Where does your business information mostly live? Do your main tools connect to other software (integrations or an API)? How consistent is your customer and lead data?
Your team
Who would own an automation project inside your business? How ready is your team to change how they work? Do you already have a clear first process in mind?
Risk and control
Do you have clear rules on what can and cannot be automated (privacy, compliance)? Would a person approve anything involving money or legal commitments? Have you measured how the process performs today?
What your score means
Early stage
You are at the start. That is a good place to be: a short planning conversation will save you from automating the wrong thing. Focus on the areas below before you buy or build anything.
Ready to pilot
You have enough in place to try one small, well-chosen automation. Fix the weakest areas below in parallel and keep the pilot narrow.
Ready to scale
Your foundations are strong. You can plan several automations across teams, starting with the highest-value process.
Frequently asked questions
What is an AI readiness checklist?
A short set of questions that shows whether a business is ready to use AI and automation: whether its processes are repeatable, its data and tools can connect, its team can own the change, and it has clear rules for what must stay with people. This one has twelve questions in four areas and takes about five minutes.
Is there a template I can use with my team?
Yes. The template section on this page lists the same twelve questions grouped by area. Copy it into your own document or work through it together on screen.
Is this checklist for a business or for an AI product?
It is for a business deciding where AI and automation could help its own work. It does not assess whether a software product is ready to launch AI features.
What happens after I get my score?
You see your score, the three areas to work on first and links to the pages that help. You can also leave your email for a short written recommendation, or book a free AI consultation.