AI Readiness Checklist for Small Business
12 checks across data, process and people that tell you in 10 minutes whether your business is ready for automation, and what to fix first if it is not. Free, printable, one page.
Section 1, Data: can a machine read your business? Customer, job and invoice records in one system. Any month exportable to CSV in under 10 minutes. Document formats known. Someone can say where each record type lives. Section 2, Process: do you know what you do? Lead-to-invoice flow written in 10 numbered steps. Top 3 time-eating steps known with hour estimates. One repetitive task happening 20+ times a week. Inquiry response time measured, not guessed. Section 3, People: will it stick? One named person owns operations. Staff log their week before automation starts. A written rule for what keeps a human check. Tolerance for a reviewed 1% error rate in exchange for 80% less typing.
Scoring: under 6, fix data and process first. 6 to 8, ready for one bounded pilot. 9 or more, fastest return profile, the first conversation is free. Get the checklist: enter your email at /checklist and the printable one-pager opens immediately.
12 checks across data, process and people that tell you in 10 minutes whether your business is ready for AI automation, and what to fix first if it is not. Free, printable, one page.
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