1. Data
Green · 5/6Yes · Yes · Partly
Weakest point: Getting data out (Partly). For each main system, find out whether it has an export or an API, who holds the admin login, and whether the contract says the data is yours.
AI Readiness Scorecard · example result
What you get when you finish.
This is the real results screen and the full report, filled in for made-up companies in five industries. Pick one. Your own result is worked out the same way from your answers.
Choose an industry:
Sample result
Ready for a first pilot
Start small, measure it on a number you already track, and keep a person approving anything that matters.
80/100
- DataGreen
- People and cultureGreen
- Risk and human approvalGreen
- Fit with existing toolsAmber
- Leadership and ownershipGreen
The full report
On the real scorecard this part unlocks with your email, and a copy is sent to you. Here it's open.
The foundations are in place for a first pilot. The first gap to close alongside it is in Fit with existing tools (Check what you already have).
Your scores by area
Scores are this checklist's judgement of your answers (each question: Yes 2 · Partly 1 · No 0 · Don't know 0), not a measurement of your business. Overall = 24 ÷ 30 × 100 = 80.
2. People and culture
Green · 5/6Yes · Partly · Yes
Weakest point: Skeptics heard (Partly). Name the two or three most experienced people whose buy-in matters, ask them what goes wrong in the work that a new tool would miss, and invite one of them onto the first pilot.
3. Risk and human approval
Green · 5/6Yes · Partly · Yes
Weakest point: AI use policy and tool list (Partly). Ask each team which AI tools they use, including free ones, and what they paste into them. Write a one-page AI use policy covering what data must never go into public AI tools and who approves new AI tools.
4. Fit with existing tools
Amber · 4/6Partly · Yes · Partly
Weakest point: Check what you already have (Partly). List the software you pay for and, for your top one or two pains, check whether any of it already has a feature (often a recent AI feature) that covers it.
5. Leadership and ownership
Green · 5/6Yes · Yes · Partly
Weakest point: Numbers to judge it by (Partly). Pick one or two numbers the business already cares about (for example quote turnaround, hours spent on a weekly report, invoices sent late) and write down today's value before anything changes.
The 3 things to do first
Check what you already have (Q10)
What to do: List the software you pay for and, for your top one or two pains, check whether any of it already has a feature (often a recent AI feature) that covers it.
Why it matters: The cheapest AI is often a feature in a tool you already pay for.
Owner: The owner or office manager · Done looks like: A short list of paid tools with “could it do this?” answered for your top pains.
Changes stick (Q12)
What to do: Pick the last tool that didn't stick and ask the people who stopped using it why (extra screens, double entry, no training, it didn't fit the job).
Why it matters: If past tools didn't stick, a new AI tool will run into the same problems unless you know why.
Owner: Whoever brought in the last tool · Done looks like: The reasons written down, to check any new tool against before buying.
Start a first pilot
What to do: Pick one task, the one you'd most like to get back, and run it for a few weeks as read-only or draft-only: AI suggests, a person approves. Measure it on a number the business already tracks.
Why it matters: Your foundations are in place, and a small, safe pilot is the quickest way to learn what AI is worth to you.
Owner: Your AI owner · Done looks like: A few weeks of results, with today's number compared to the number before the pilot.
Next in line: AI use policy and tool list (Q8).
What's already in your favour
- Security basics
- Always-human decisions written down
- One main system
What this scorecard can't tell you
This is a self-assessment based only on your answers. It can't see your systems, check your data quality, tell you what a project would cost or save, or recommend a specific vendor. A proper assessment means sitting with the people who do the work and counting it.
Your answers at a glance
- One main system: Yes
- Consistent records: Yes
- Getting data out: Partly
- Asked the people who do the work: Yes
- Skeptics heard: Partly
- Time and a plan for change: Yes
- Always-human decisions written down: Yes
- AI use policy and tool list: Partly
- Security basics: Yes
- Check what you already have: Partly
- Buy the standard, build only the gaps: Yes
- Changes stick: Partly
- Visible backing from the top: Yes
- A named owner inside the company: Yes
- Numbers to judge it by: Partly
This is an automated self-assessment, not legal, security or financial advice. You make the decisions.
Want help with your first three steps?
Book a free 30-minute discovery call. Bring this result: we'll go through your red and amber areas and what to do first. No pitch deck.
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Your score is added to the booking notes so we can prepare. Prefer Claude? The Claude version asks the same 15 questions and can also rank the tasks you'd most like to get back.