Free Tool

Is Your Business Ready for AI?

Take our 5-minute AI Readiness Checklist and find out exactly where you stand — and where to start. No tech background required.

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How to use this checklist

Check off each item that applies to your business. Your readiness score updates in real time. At the end, you'll see a personalized summary of where AI can have the most impact — and you can request a free strategy call to dive deeper.

⚙️ Workflows & Processes

We have repetitive tasks that happen weekly or daily Data entry, report generation, scheduling, follow-up emails — if it's repeated, it can likely be automated.

We have documented how our key processes work AI works best when there's a clear process to replicate. If it's in someone's head, start there.

Our team spends significant time on low-value admin work If skilled employees are doing work a bot could handle, that's recoverable capacity and real money.

We have customer-facing touchpoints that could be faster or more consistent Response times, FAQs, onboarding steps — these are prime automation candidates.

📊 Data & Information

We collect data about our customers or operations Sales data, customer info, support tickets, web traffic — any structured data is an AI asset.

We use software tools to run our business (CRM, accounting, email, etc.) Modern tools have APIs. AI can connect them, move data between them, and trigger actions automatically.

We make decisions based on gut feel more than data This is actually a great AI opportunity — AI can surface patterns your data already contains.

We have documents, FAQs, or knowledge we want AI to reference Product specs, SOPs, policies — these can power a custom AI assistant for your team or customers.

👥 Team & Culture

Leadership is open to trying new approaches The biggest barrier to AI adoption is culture, not technology. If leadership is on board, the rest follows.

At least one person on our team is excited about AI Every successful AI rollout has an internal champion. They don't need to be technical — just curious.

We're willing to test, adjust, and iterate AI implementations that work are rarely perfect on day one. The best results come from quick iteration.

🎯 Goals & Business Case

We have a specific pain point or bottleneck we want to solve The clearest AI wins start with a concrete problem, not a vague desire to "use AI."

We know what success would look like (time saved, costs reduced, revenue up) If you can define the metric, you can measure the ROI — and build the business case.

We've felt pressure from competitors who are moving faster AI is an asymmetric advantage. Early movers build compounding advantages — speed, cost, and quality simultaneously.

We have budget allocated (or could allocate) for a strategic technology investment You don't need a massive budget — but some commitment is required. The ROI typically arrives within 90 days.

Your AI Readiness Score 0 / 15

Check the items above that apply to your business to see your score.

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Enter your email and we'll send you a personalized breakdown of your top 3 AI opportunities based on your checklist results — plus a free strategy call offer.

Ready to Talk Through Your Results?

Book a free 30-minute strategy call with Jack. We'll review your checklist results and map out your highest-ROI AI opportunity.

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