AI Readiness Checklist

Use this quick checklist to evaluate your small business’s readiness to implement AI tools. Score yourself in each section and calculate your total readiness score to see where you stand!

Business Readiness

Section 1/2

1. Do you have repetitive tasks that could be automated? *

Yes

Business Readiness

Section 1/2

2. Are you collecting customer data that’s not being used? *

Yes

Business Readiness

Section 1/2

3. Is your website currently converting leads effectively?

Yes

AI Readiness

Section 2/2

4. Do you use any AI tools like ChatGPT, Zapier, or AI-integrated CRMs? (Please Check Each If Yes)

ChatGPT?

Zapier?

AI Integrated CRMs?

AI Readiness

Section 2/2

5. Are there systems in place for sales, marketing, or customer service? (Please Check Each If Yes)

Sales

Marketing

Customer Service

AI Readiness

Section 2/2

6. Are you open to changing workflows to save time and reduce costs?

Yes

Your Readiness Level Score

Your total number of YES's to check your readiness level: *

- 0–4: Needs foundational systems
- 5–7: Some readiness, AI can help
- 8–10: Ready to scale with AI

Want a free review of your score?

Reply ‘REVIEW’ to get personalized insights and a free strategy session!

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