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The SMB Automation Readiness Checklist

Is your business ready for AI-powered automation? Check off the statements that apply. If you hit 6 or more, automation will likely deliver significant ROI.

Operations & Workflow

Volume & Pain

Readiness & Culture

Check the items above to see your readiness score.

Ready to see what automation can save you?

We'll map your workflows, identify the biggest opportunities, and deliver a prioritized automation roadmap with clear ROI estimates.

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The SMB Automation Readiness Checklist

Operations & Workflow

1. You have a repeatable process done the same way every time

2. The process involves moving data between two or more systems

3. The process runs frequently — daily or weekly

4. The process has clear inputs and outputs

Volume & Pain

5. You spend 5+ hours per week on this process (across your team)

6. Errors in this process have real consequences

7. The process creates a bottleneck

Readiness & Culture

8. Your team uses cloud-based tools (not local-only software)

9. Leadership is bought in (or at least curious)

10. You have someone who can champion the change internally

Ready to see what automation can save you?