This checklist helps you quickly assess how ready your business is to implement AI, automation, or even just smarter systems.

You don’t need to be tech-savvy—just answer honestly and look for patterns.

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✅ Core Readiness Questions

1. Are most of your internal processes documented?

• [ ] Yes
• [ ] Somewhat
• [ ] Not really

2. Do you rely heavily on spreadsheets or manual data entry?

• [ ] Yes
• [ ] Occasionally
• [ ] Not at all

3. Is your team doing repetitive, low-value tasks daily?

• [ ] Yes
• [ ] Sometimes
• [ ] Rarely

4. Do your tools or platforms currently “talk” to each other (e.g., CRM → Email → Project Mgmt)?

• [ ] Yes
• [ ] Not sure