12 questions to ask before adding AI to your operation.
Most AI integrations fail before they start. Not because the AI isn't smart enough — because the underlying operations aren't ready for it.
This is the checklist we walk through with every new client before suggesting AI anywhere. Five minutes to score. Three pages. Operator-grounded, no fluff.
- →The 12 questions, organized by foundation area
- →How to score yourself in five minutes
- →What to do with the result (3 tiers, depending on score)
- →The propose-vs-act boundary that most teams skip
- 01Where does each piece of operational data live today?
- 02Is there a single source of truth — or are three systems claiming to be it?
- 03What questions does leadership keep asking that take more than 5 minutes to answer?
- 04What gets done by tribal knowledge that should be in a system?
- 05What's your propose-vs-act boundary going to be?
- + 7 more in the PDF
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The pattern we see, over and over.
Most businesses get the order of operations wrong. They watch a competitor announce an AI feature, panic, and start shopping for tools. The tools don't fix the foundation problem — they amplify it.
Disorganized data produces disorganized AI. Tribal knowledge stays tribal. Manual handoffs stay manual. The AI is just faster at getting the wrong answer.
The 12 questions in this checklist are the ones we ask before suggesting any AI engagement. If you can't answer most of them confidently, AI isn't the right next move — clean operations are. The PDF tells you exactly what to do based on your score.
Want to walk through this for your operation?
Once you've scored yourself, book a 30-minute discovery call. We'll walk the 12 questions against your specific business and tell you honestly whether AI is the right next move.
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