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35 questions across seven areas of your business. Use it online, share it with your team, or print it as a PDF for your next planning session.

How to Use This Assessment

  1. Answer each question with Yes, No, or N/A. Every “Yes” earns one point toward your total score of 35.
  2. Use the notes fields to capture names, examples, current tools etc. The more detail you add, the more useful this becomes in your first call with us.
  3. Bring it to your assessment. A completed form shortens your discovery session and gets us to concrete recommendations faster.
  4. To share or file it, use the Print / Save as PDF button below. Your browser’s print dialog lets you save directly to PDF.
Your score
0 / 35
Part 1

Current State

Where are you now?

Section score: 0 / 5

1.1

Do we currently use any AI tools or platforms?

Answer for 1.1
1.2

Have we experimented with AI in the last six months?

Answer for 1.2
1.3

Is there a dedicated person or team responsible for technology and AI decisions?

Answer for 1.3
1.4

Do we have clear documentation of our core workflows?

Answer for 1.4
1.5

Have we identified repetitive tasks that consume significant time?

Answer for 1.5
Part 2

Goals & Objectives

What do you want to achieve?

Section score: 0 / 5

2.1

Have we set a primary business goal for AI adoption?

Answer for 2.1
2.2

Are we looking to augment existing roles or create new ones?

Answer for 2.2
2.3

Do we have a timeline for implementation?

Answer for 2.3
2.4

Have we determined what success looks like in 90 days?

Answer for 2.4
2.5

Are we prepared to invest time alongside money?

Answer for 2.5
Part 3

Workflow Analysis

Where is the friction?

Section score: 0 / 5

3.1

Have we determined which tasks take up more than 20% of your team’s time?

Answer for 3.1
3.2

Are there manual processes that could be automated?

Answer for 3.2
3.3

Do we have clear handoffs between departments or roles?

Answer for 3.3
3.4

Is information siloed across tools or platforms?

Answer for 3.4
3.5

Have we mapped our customer journey end-to-end?

Answer for 3.5
Part 4

Team Readiness

Can people adapt?

Section score: 0 / 5

4.1

Is there genuine willingness to learn new tools and processes?

Answer for 4.1
4.2

Do team members understand why we’re adopting AI?

Answer for 4.2
4.3

Are we prepared for role evolution and reskilling?

Answer for 4.3
4.4

Is leadership aligned on the vision and timeline?

Answer for 4.4
4.5

Do we have a feedback loop for continuous improvement?

Answer for 4.5
Part 5

Governance & Control

How will you manage it?

Section score: 0 / 5

5.1

Do we have clear decision-making authority for AI projects?

Answer for 5.1
5.2

Is there a process for reviewing AI outputs before use or publication?

Answer for 5.2
5.3

Do we track costs associated with AI tools?

Answer for 5.3
5.4

Do we have data security or compliance requirements to meet?

Answer for 5.4
5.5

Is there a plan for auditing AI decisions and outcomes?

Answer for 5.5
Part 6

Technical Infrastructure

What tools exist?

Section score: 0 / 5

6.1

Do we have a primary content management or operating system?

Answer for 6.1
6.2

Do we have APIs available for integration between systems?

Answer for 6.2
6.3

Is our data stored in a centralized location?

Answer for 6.3
6.4

Have we considered cloud vs. on-premise solutions?

Answer for 6.4
6.5

Do we have backup and recovery protocols for critical systems?

Answer for 6.5
Part 7

Risk Assessment

What could go wrong?

Section score: 0 / 5

7.1

Have we identified potential failure points in our workflows?

Answer for 7.1
7.2

Do we have a rollback plan if an AI implementation fails?

Answer for 7.2
7.3

Is there budget for ongoing maintenance and support?

Answer for 7.3
7.4

Have we considered the ethical implications of automating key decisions?

Answer for 7.4
7.5

Do we have a communication plan for internal and external stakeholders?

Answer for 7.5

Your Score

Total
0 / 35
Part 1
0/5
Part 2
0/5
Part 3
0/5
Part 4
0/5
Part 5
0/5
Part 6
0/5
Part 7
0/5
28–35 High Readiness

You’re well-positioned. The focus now is governance and execution, not preparation.

14–27 Moderate Readiness

Good foundation. Workflow mapping or team alignment work needs to happen before you scale anything.

0–13 Early Stage

Start with the basics: process documentation, leadership buy-in, and a single pilot. That’s not a setback — it’s the right sequence.

Recommended Next Steps

28–35

Book a free AI Readiness call to refine your implementation plan. You’re ready to move fast — our job is to make sure you move in the right direction.

14–27

Consider starting with one high-impact workflow, content creation or customer support are often the fastest wins, before expanding. Talk to us about where to start.

0–13

Begin with process mapping and team alignment. Revisit this assessment in 60–90 days. The gap between where you are and where you want to be is smaller than it looks from the outside.

What Happens After You Submit This?

  • We identify your top one to three priority workflows for automation based on where you scored lowest and where the impact is highest.
  • We determine whether custom builds or off-the-shelf tools are the right fit for each area.
  • We design a lightweight governance framework that fits your team size and risk tolerance.
  • We map out a timeline shaped around your team’s actual capacity, measured in weeks, not quarters.
Your score
0 / 35