AI Readiness Checklist · AI‑Celerates Business

Section 1

Follow‑up & communication

Leads or customer inquiries sometimes sit for a day or more before anyone responds.
Follow‑up happens manually, and it depends on someone remembering to do it.
Customer questions get answered differently depending on who on the team responds.
There's no simple way to see which leads or inquiries have gone cold.

Section 2

Someone on your team spends hours each week on data entry or copying information between systems.
Scheduling, reminders, or basic paperwork take up more time than they should.
The same manual task gets done the same way, by hand, every week or every day.
Reporting is pulled together manually rather than generated automatically.

Section 3

Your CRM, calendar, inbox, and other tools don't share information with each other.
You or your team keep information in more than one place, and it's not always in sync.
You've added a tool or subscription in the past year that didn't fix the underlying problem.
Nobody on your team is confident using the AI tools you already pay for.

Section 4

There's no documented process for a task that multiple people handle differently.
New hires take longer to get up to speed than they should, because processes aren't written down.
Your team has expressed interest in using AI but doesn't know where to start.
You've thought about AI adoption but aren't sure what to prioritize first.

Results · Meaning

Score

0 – 3

AI may still help in specific areas, but this isn't an urgent priority right now.

Browse Services →

Score

4 – 8

A focused workflow audit would likely identify one or two high‑impact fixes.

Score

9+

Your team is likely losing meaningful time to manual work and disconnected systems. A full Discover step would give you a clear, prioritized plan.

Optional

A one‑page summary of what you checked, what it likely means for your operations, and where a Discover step would start. No sales sequence.

Next step

A Discovery Call to talk through what you checked, and what's worth fixing first. It's a conversation about your operations, not a sales pitch.