AI Readiness Audit Worksheet

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Operations & Processes

Questions 1–4 · How your work actually gets done

Question 1

You have at least one repetitive task your team does more than 5 times per week that follows a consistent, predictable pattern.

Examples: responding to the same email types, data entry, generating reports, scheduling, following up on leads.

Question 2

Your team spends 5+ hours per week on tasks that feel like "busy work" — things that are necessary but add no strategic value.

Think: copy-pasting between systems, manual invoice processing, manually updating spreadsheets, sending status update emails.

Question 3

You can clearly describe the steps of at least one core business process — it's documented or at least consistently followed.

Automation requires a defined process. If you can write it down as a numbered list, it's automatable. If it's entirely ad-hoc, it needs documentation first.

Question 4

Human error in manual processes has cost you time, money, or client trust in the past 12 months.

Missed follow-ups, wrong data entered, a proposal sent to the wrong person, a missed appointment — any of these count.

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Data & Systems

Questions 5–8 · Your digital infrastructure

Question 5

You use at least one software platform with an API or integration capability (CRM, project management, invoicing, email platform, etc.).

Examples: HubSpot, Salesforce, QuickBooks, Monday.com, Notion, Stripe, Shopify, Google Workspace, or any cloud-based tool.

Question 6

Your business generates text-based data regularly — emails, support tickets, invoices, notes, reports, reviews, or messages — that someone has to manually read and act on.

If a person is reading and routing or summarizing these every day, an AI model can do it better and faster.

Question 7

You have historical data (even if messy) that captures past business outcomes — closed/lost deals, customer behavior, service records, or financial results.

Even 6 months of CRM data or a spreadsheet of past jobs is enough to start finding patterns. You don't need a data warehouse.

Question 8

Your team uses more than two software tools that currently don't talk to each other — creating manual re-entry or information silos.

E.g., you close a deal in your CRM but then manually create a project in your PM tool, then manually invoice in QuickBooks. That's three tools that should be connected.

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Customer & Revenue Operations

Questions 9–11 · Sales, support, and retention

Question 9

Leads or inquiries come in faster than your team can respond to them within 1 hour — and you believe slow follow-up has cost you deals.

AI-powered lead response and nurture sequences can respond in seconds, qualify intent, and only route hot leads to humans.

Question 10

Your customer support or client communication involves answering the same 10–20 questions repeatedly — and these answers don't change much.

FAQs, pricing questions, status updates, appointment confirmations, service instructions. These are ideal for AI agents or smart chatbots.

Question 11

You currently have no automated follow-up system for prospects who didn't convert, or customers who haven't repurchased.

If a lead went cold and nobody followed up at 7, 30, and 90 days automatically, you're leaving revenue on the table. This is one of the fastest ROI automation wins.

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Team & Capacity

Questions 12–13 · Scale, bandwidth, and growth blockers

Question 12

Your business is limited in how much it can grow because adding revenue requires adding people at a near 1:1 ratio — and you'd rather not hire more people to scale.

If your revenue ceiling is set by headcount, automation is your path to a different unit economics model. This is the highest-value reason to invest in AI.

Question 13

Your team is currently operating at or near capacity — good people are stretched thin on administrative work that doesn't require their expertise.

When your $80/hr salesperson is spending 2 hours a day on $15/hr data entry tasks, you're destroying value. Automation gives them their time back.

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Strategic Readiness

Questions 14–15 · Leadership buy-in and investment horizon

Question 14

The decision-maker(s) in your business are open to change — you're not fighting internal resistance to adopting new technology.

Automation projects fail when leadership is skeptical but unbriefed. If the owner or executives are genuinely curious about AI, implementation goes 3x faster.

Question 15

You're willing to invest between $5,000 and $50,000 in a technology system if it demonstrably saves that amount (or more) within 12 months.

This isn't about budget size — it's about ROI mindset. OVAMIND projects typically pay back in 3–6 months. But you need to be ready to invest to unlock that return.

Your Score out of 15 questions

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