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?
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