Free guide

The AI readiness checklist

12 questions to answer before you spend money on AI. Ten minutes, yes or no, and you will know whether to start with training, consulting or a build.

The work

AI pays off on work that is frequent, repetitive and easy to describe.

01Can you name three tasks your team repeats every week that follow the same steps each time?YesNo
02Do you know roughly how many hours a week those tasks take?YesNo
03Is there a written process, or one person who can explain every step from start to finish?YesNo

An agent can only work with what it is able to read.

04Is the information those tasks need stored somewhere digital, such as email, a CRM, spreadsheets or shared files?YesNo
05Do you have ten or more real past examples of the task done well?YesNo
06Do you know which of that information is confidential, and who is allowed to see it?YesNo

Most AI projects stall on adoption, not on technology.

07Is there one person who will own the result and has the authority to change how the work is done?YesNo
08Have the people who do the task today been asked what slows them down?YesNo
09Does your team already use an AI assistant for something at work, even informally?YesNo

If you cannot say what better looks like, you will not know whether it worked.

10Can you state in one sentence what success looks like, with a number in it?YesNo
11Is someone available to check the AI's output for the first few weeks?YesNo
12Do you have budget and time set aside for a small pilot in the next three months?YesNo

9 to 12 yes

You know the work, the information is there and someone owns it. Pick one task and build an agent for it.

5 to 8 yes

The opportunity is there but the picture is incomplete. A short consulting sprint will map the work and choose the first pilot.

0 to 4 yes

Begin by getting your team comfortable using AI on their own work. The right first project will show itself.

Tell us where you are and what you need. In 30 minutes we will tell you where we would start.