The 12-point AI Readiness Checklist
The exact checklist we use internally to identify which businesses are best positioned to see value from AI — and which need to fix fundamentals first.
Used by 500+ local operators · No spam · Instant download
- 12 questions covering foundation, lead capture, and operations
- Self-scoring rubric (0-12) with clear next steps
- Used to qualify 500+ businesses across 7 industries
What's inside
A preview of the 12 checks. The PDF includes scoring guidance + the recommended next action for each.
- 1
Working phone number that rings somewhere
Not a forwarded cell on Do Not Disturb.
- 2
Clear one-sentence pitch
AI needs scope to qualify leads accurately.
- 3
Known average ticket + close rate
Required to measure ROI in week one.
- 4
A calendar where appointments live
Google Calendar counts. Whiteboards don't.
- 5
You miss calls today
If >10% of calls go unanswered, AI can create value quickly when workflow, volume, and implementation are aligned.
- 6
You spend money on lead generation
Every missed call is wasted ad spend AI plugs instantly.
- 7
Basic SEO + clear CTA on website
AI amplifies traffic. It doesn't manufacture demand.
- 8
Someone responds to leads within 1 business day
AI surfaces problems but doesn't replace human follow-through.
- 9
Written intake / qualification criteria
If criteria live in your head, AI books unqualified leads.
- 10
Willing to review the dashboard weekly
First 2 weeks need small tuning. Skip it and results suffer.
- 11
CRM or list of past customers
Reactivation is the fastest-payback AI module.
- 12
You know your #1 operational bottleneck
Knowing the bottleneck means AI can target it precisely.