Is Your Business Ready for AI? A 15-Point Checklist

About this guide

Before you roll out AI across your business, make sure the basics are in place. This FREE checklist asks 15 simple yes/no questions across five areas: goals and tasks, your information, tools and security, people and rules, and customers and compliance. Every "no" comes with a clear next step, and "fix first" items point you to the changes that protect customer data and your business.

What's inside

• 15 yes/no questions across five areas
• A clear "if no" next step for every question
• "Fix first" flags for the items that protect customer data
• Plain-English notes on health data and consent for AI calls and texts (sources cited)
• A simple plan for what to do with your answers

Ready for more?

• The AI Use Policy Template Kit: Set clear, safe AI rules for your team this week, with fill-in templates you can edit in an hour.
• AI Prompt Pack Bundle (all 3 roles, 150 prompts): 150 copy-paste AI prompts for your whole team: front desk, sales and operations, in one bundle.
• Training for your team: briefings, workshops and live cohorts on safe, practical AI use.
• Take the FREE 1-minute AI assessment to see where AI could save your team time.