Self-assessment for SMBs
The AI Readiness Checklist
Sixteen statements, ten minutes. Score what you want AI to do, and what it would sit on. Then find your box.
Part 1The moduleWhat you want AI to do
Repetitive work
- We know our repeat admin tasks
- We know the hours they take
- FAQs have written answers
- Reports take minutes, not hours
The AI task
- One task picked for AI
- We know what it costs us
- A person checks the output
- We know what good looks like
Part 2The systemWhat it would sit on
Processes
- Processes are written down
- New staff can follow them
- Every step has an owner
- We can see where work gets stuck
Info and tools
- Info lives in one place
- Tools share data, no re-typing
- Our data is accurate
- Anyone finds anything fast
Your box
Module 0/16System 0/16
0 of 16 answered. Answer all sixteen to see where you land.
Clear module, weak system
Nowhere to sit.
You know what you want built. It needs a system under it first.
Clear module, strong system
Ready to build.
Your base is solid. Modules can go straight on top.
Unclear module, weak system
Start with the map.
Map how the business runs before picking any tool.
Unclear module, strong system
Find your first module.
Good base. The question is where AI pays off first.
System: weakSystem: strong
Whatever your box, it starts with a Survey.
The Survey maps how your business runs, then scopes the system and the first module to build on it.
Want a second pair of eyes on your answers?
Send them over and I'll reply with what I'd look at first. Or skip straight to a call.