The AI Readiness Scorecard

Our core processes are documented and followed consistently

SOPs exist and team members actually follow them without asking

We have a single source of truth for client and project information

Not scattered across emails, Slack, spreadsheets, and people's heads

Tasks and deadlines are tracked in a system, not in people's heads

We don't rely on memory, follow-ups, and manual checking

We track key business metrics in one place

Revenue, pipeline, and capacity aren't spread across multiple spreadsheets

Client communications and history are logged and searchable

Conversations don't live only in email, DMs, and calls with no central record

We can pull a report on any project's status in under 5 minutes

Getting a status update doesn't require asking someone or digging through tools

We have repetitive tasks that follow the same steps every time

There are clear patterns in how work gets done, not everything is custom

Our team spends less than 2 hours/day on administrative tasks

Scheduling, invoicing, and follow-ups don't eat significant time

New clients are onboarded without the founder's direct involvement

Welcome emails, folder setup, and kickoff tasks happen without you

We already use AI tools in some workflows

ChatGPT, Claude, or similar tools are part of how we work, not just something we've talked about

Our team is open to adopting new tools and processes

Change isn't slow or met with resistance when it makes things better

I could describe 3 specific tasks I'd want AI to handle

I know exactly where AI could help, not just that it could help somewhere