Not every business is ready for AI. Success requires more than just buying a tool—you need processes to automate, people willing to change, and realistic expectations. Here's how to assess your readiness.

AI Readiness Checklist

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Process Readiness

  • ☐ You can point to specific tasks that take too much time
  • ☐ These tasks follow predictable patterns or rules
  • ☐ The processes are documented or could be documented
  • ☐ Tasks are repetitive and occur frequently

Organizational Readiness

  • ☐ Leadership supports exploring AI
  • ☐ Someone is willing to champion the project
  • ☐ Staff are open to change (not resistant)
  • ☐ You have time to invest in implementation

Financial Readiness

  • ☐ Budget exists for tools ($500-3,000/month)
  • ☐ Implementation budget available (if needed)
  • ☐ You can afford 3-6 months to see ROI

Data Readiness

  • ☐ You have data that could train or guide AI
  • ☐ Data is accessible (not in locked legacy systems)
  • ☐ You know what data should NOT be shared with AI

Readiness Score

Checklist Items MetReadiness LevelRecommendation
12+ReadyStart with quick wins
8-11Mostly ReadyAddress gaps, then proceed
4-7Not QuiteFocus on process documentation first
0-3Not ReadyBuild foundations before AI

Signs You're NOT Ready

  • "We should try AI": No specific problem to solve
  • Constant fire-fighting: No bandwidth to implement
  • Process chaos: Work happens differently every time
  • Zero budget: No funds for tools or help
  • Staff resistance: Team doesn't want change
  • Magic bullet thinking: Expecting AI to solve everything

Size Considerations

Solo
DIY tools only
2-4
Staff: Start small
5-50
Staff: Ideal size
50+
Staff: Enterprise options

Before You Start, Have

  • A specific problem to solve (not "we need AI")
  • Time estimate of what the problem costs you
  • Buy-in from whoever controls the budget
  • A realistic timeline expectation (weeks/months, not days)
  • Someone designated to champion the implementation

Unsure if you're ready?

We can assess your readiness honestly—telling you whether to move forward or what to fix first. No hard sell, just practical advice.

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