THE AI READINESS CHECKLIST

Less busywork.
More business.

Where is your team still doing work a system could own? Ten practical checks to find the gaps — and your next step.

Check your AI readiness
About 3 minutes 10 practical checksNo technical knowledge needed
01

Ownership & control

Give your people their time back.

AI or automation handles your routine admin — your team isn’t the system.
Your business data lives in one place a machine can read, rather than across inboxes and spreadsheets.
02

Lead flow

Keep opportunities moving, even when you’re offline.

AI or automation captures leads 24/7 — not just when you’re available.
Follow-up sequences run without you touching them.
03

Systems & automation

Make the repetitive work take care of itself.

Repetitive client communications are handled by automation.
Your CRM updates itself — you’re not entering data manually.
04

Revenue visibility

Know where the next sale is coming from.

You have a dashboard that shows your pipeline without building a spreadsheet.
AI flags when a lead goes cold — you don’t have to remember to check.
05

Bottlenecks

Understand what’s slowing the business down.

You know whether your biggest bottleneck comes from people, processes or systems.
You’ve identified at least one task your team repeats daily that a machine could own.

YOUR NEXT STEP

Make the gaps useful.

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Adapted from the Commandeur Consulting AI Readiness Checklist.

AI Readiness Checklist | WhiteHorse AI