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AI Readiness Pre-Check Checklist

Know exactly what to prepare before your AI Readiness Diagnostic. Walk in confident, save time, get sharper recommendations.

16Checkpoints
6Categories
10Minutes

What's inside

6 categories to assess your AI readiness

📋
Your Processes
💾
Data & Tools
👥
Key People
🔄
Previous AI Attempts
💰
Budget & Goals
📎
Nice to Have

Preview

I can name at least 3 tasks my team does repeatedly every week Even rough tasks like "checking invoices" or "updating the spreadsheet" count.
I know which tasks take the most time relative to their value Think: what eats hours but doesn't require deep thinking?
I know where our key business data lives CRM, spreadsheets, email, ERP, shared drives — where is it?
I can describe where our main bottlenecks or delays happenWhere do things slow down or get stuck?
I've identified who the key decision-makers areWho would need to approve a budget?
I can articulate 1–2 specific business problems I want AI to solveNot "we want to be more digital"
Plus 10 more checkpoints with fill-in fields...Including budget planning, team assessment, and optional extras

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