Find where AI could help your business—and choose a useful place to start.
Work through your repetitive tasks, score your readiness, and decide what is worth tackling first. Use it on your own or with the people who help run your business.
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7-page printable PDF · Set aside about 30 minutes · No payment required
Created by Evan Ross, founder of Naveron and Celltronix.
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Save the PDF, set aside 30 minutes, and choose one task to improve first.
Download the checklist (PDF)Tell us what takes up your time. We can help with AI tools, customer follow-up, or a dashboard that brings your work together.
Talk through my next stepAI readiness means having a clear task, usable information, and a way to check the result. You do not need a technical team to start. You do need to know what a useful result looks like.
For each question below, write ready, needs work, or not sure. Add one concrete example from your business. This online guide complements the printable worksheet; it is a planning exercise, not a certification.
Choose something you repeat: drafting quote follow-ups, summarizing meeting notes, or turning service details into a first draft.
Try this: “Draft a follow-up for a quote I sent yesterday, ready for me to review.”
Gather the facts the task depends on: current services, prices, approved answers, and the relevant customer request.
If this needs work: Create one short reference document before connecting more tools.
Write down what starts the task, what happens next, and when it is finished. Separate routine work from exceptions.
Example: A quote request arrives, you check the details, draft a response, and approve it before sending.
Decide whether you need help drafting, reading information, or taking an action. Start with the access needed for that specific task.
First test: Review drafts yourself before enabling customer-facing actions.
If you work alone, you are the owner of the process. Set aside time for setup, learning, and checking results.
If this needs work: Keep the first project small enough to manage alongside your normal workload.
Compare the new process with how you work today. Include the time spent reviewing and correcting the output.
Example: Compare total drafting and review time across ten similar inquiries. Record corrections as well as time.
If the task, source information, and review process are clear, choose a small supervised test. If those are unclear, organize them first. A high total score should never override a missing fact or an action you cannot check.
For a solo founder, the first project could be a weekly summary from your own notes. For a service business, it might be a draft reply using approved service information. For recurring reminders with fixed wording and timing, a standard automation may be all you need.
Use our AI readiness assessment template to record the gaps, or follow the first AI project guide to plan a two-week trial.
Check recurring tasks such as manual reporting, scheduling, invoicing, and lead follow-up.
Example: Does following up with a lead depend on you remembering to send the next email?
Score six areas including organized data, documented processes, connected tools, capacity, and budget.
List three to five tasks. Compare estimated time savings with complexity to find a manageable first project.
Use the staged roadmap to establish a baseline, try a first improvement, and review what changed.
Yes. Where the guide mentions a team, think about your own capacity and anyone who supports you. Start with a task you already do regularly.
No. This is a planning worksheet. You can identify a useful task before choosing software or learning how to set it up.
No. The matrix helps estimate and prioritize opportunities. Actual results depend on the task, the tools, and how you implement them.
Yes. We can help choose and set up a personal assistant, improve customer follow-up, build an owner dashboard, or work through practical AI tasks with you. Tell us what you found.