A practical checklist for finding where AI should touch your company first: sales, operations, knowledge, customer communication, reporting, or the handoffs where work keeps getting lost.
Use it before a call with us, before a call with another vendor, or before your team spends another month experimenting with disconnected tools.
§01
10 places to inspect
Sales, follow-up, proposals, customer service, knowledge, delivery, reporting, marketing, leadership visibility, and handoffs.
§02
The first-wedge scorecard
A simple way to choose the first workflow: visible pain, clear owner, measurable win, accessible data, and expansion potential.
§03
Company-size translation
How the same AI operating-system idea changes for a regional company, an owner-led local business, and a professional services firm.
§04
Questions to bring to the first call
The details that make a diagnostic useful: where work gets lost, who owns it, what tools exist, and what outcome would matter.
§05
Expansion map
How a lead follow-up, proposal, knowledge, or reporting workflow can grow into a full company AI operating system.
The first mistake is usually picking a tool before naming the operating surface. This checklist helps a business owner, operator, or executive see the company clearly enough to choose the first workflow on purpose.
If it leads to a full AI operating-system conversation, good. If it only helps you clean up follow-up, proposals, service, or reporting, that is still useful work.