SMB AI Readiness Audit

Score 1 point for each Yes. Score 0 for No or Unsure. A low score isn't a failure, it's where the work begins.

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Section 1AI Inventory

Do you know every AI tool your team is actively using right now?

Do you have a written policy on which AI tools employees are allowed to use?

Can you name the last time you reviewed your AI tool stack for redundancy or gaps?

Do you know which departments are using AI and which aren't?

Section 2Cost & Spend Visibility

Do you know your total monthly AI spend across all tools and APIs?

Can you break that spend down by tool, by department, or by use case?

Have you set a budget limit — and does anyone enforce it?

Do you know which AI tasks are driving the most cost versus the most value?

Section 3Security & Data Governance

Do you know what data each AI tool you use has access to?

Have you reviewed the data retention and training policies for each tool?

Do you have an acceptable-use policy for AI that employees have acknowledged?

Do you know whether sensitive customer or financial data has been entered into an AI tool?

Section 4Integration & Automation

Is AI wired into your actual workflows — or are people copying and pasting between tools?

Have you automated at least one repeating task using AI in the last 90 days?

Do you know which of your current processes are strong candidates for AI automation?

Do your AI tools connect to each other, or is each one a separate silo?

Section 5Human Oversight & Governance

Is there a human review step before AI-generated output reaches customers or affects decisions?

Do you know who is accountable if an AI tool makes a costly mistake?

Have you tested your AI outputs for accuracy, bias, or hallucination?

Do you have a process to catch and correct AI errors before they compound?

Section 6Strategic ROI

Can you name one specific AI implementation that improved a measurable business outcome in the last 90 days?

Do you have a roadmap for where AI fits in your business — or are you reacting to it as it happens?

Are you using AI to solve real problems, or primarily to say that you're using AI?

Is there one person in your organization who is accountable for your AI strategy?