Alberta-Wide | Edmonton Local
AI Readiness Checklist
Use this to decide what to automate first, what data to protect, and what “success” should mean for your team.
Start Here (10 minutes)
- List your top 10 customer questions (calls, DMs, email, website).
- List the 5 tasks that steal the most owner/staff time each week.
- Note where work gets stuck: scheduling, follow-ups, quoting, invoicing, or handoffs.
Best AI First Projects
- Website chat that answers FAQs and routes real leads to you.
- Appointment booking + confirmation + rescheduling flows.
- Follow-up reminders (quotes, appointments, renewals, missed calls).
- Internal SOP / policy search so staff can find answers quickly.
Data & Privacy Checks (PIPEDA-aware)
- Identify what information is sensitive (health, financial, minors, IDs).
- Decide what data should never be sent to third-party tools.
- Confirm who needs access and set roles (owner, staff, contractor).
- Ask vendors about retention, training, and export/delete options.
Tool & Integration Reality
- List your current tools (website, booking, CRM, POS, email, calendar).
- Confirm where the source of truth lives (customer list, schedule, inventory).
- Check if you have API access or admin access to connect tools.
Success Definition (So You Don’t Guess)
- Pick 1–2 metrics to improve (fewer missed calls, faster response, fewer no-shows).
- Set a baseline today (how many inquiries, how long to reply, no-show rate).
- Decide a review cadence (weekly for the first month).
If you want help prioritizing, bring this checklist to your call. We’ll map one quick win first, then plan the next steps around your tools and team capacity.