Is Your Operation Ready for AI?
What You'll Get
16 questions. Four dimensions. One clear answer.
Most organizations invest in automation before they've stabilized the workflows underneath. This checklist tells you whether you're in that situation — before you spend anything.
- ✓ Ownership Clarity — Who actually owns decisions when work breaks?
- ✓ Decision Rules — Are your edge cases documented, or carried in someone's head?
- ✓ Exception Handling — Is your "exception" rate actually a sign of an unstable process?
- ✓ Automation Readiness — Would a tool deployed today make things better — or just faster and more broken?
Preview — Ownership Clarity
- □ Can you name who owns every decision point? (Not who touches it — who's accountable when it breaks)
- □ When exceptions hit, is there a named owner? (Not a queue. A person.)
- □ Do escalation paths exist in writing? (Not just "ask your manager")
- □ Is handoff ownership explicit? — Unlock with email below
+ 12 more questions across 3 dimensions
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Use the checklist when…
- You're in the early research phase
- You want a quick self-check before investing further
- You need a conversation starter for your leadership team
- You're curious, but not yet ready to commit to anything
It costs 5 minutes and surfaces what you already suspect.
Book a session when…
- You've already identified instability and need documentation
- You're about to invest in automation and want evidence it's safe
- You have a scoped small project (GBP, AI integration, presence fix)
- Your checklist reveals several "no" answers and you need clarity on what to fix first