1
Data Readiness
Are your client records, documents, and business data digitized, centralized, and accessible?
2
Process Maturity
Are your most time-consuming business processes documented and consistent?
3
Technology Infrastructure
What’s your current technology stack like?
4
Team Readiness
How would your team react to a new AI tool tomorrow?
5
Leadership Alignment
Why are you exploring AI right now?
6
Budget & ROI Potential
If an AI project saved you $2,000/month, what would that mean?