Cornerstone page · offer-support foundation
AI Agent Readiness Checklist
Use this checklist before implementation to reduce risk, avoid low-quality automation, and prioritize where agents can deliver useful outcomes fastest.
20-point checklist
Score each item from 0 (not in place) to 2 (fully in place)
- Ideal customer profile and disqualifiers are documented.
- Offer positioning is specific and consistent.
- Lead sources are known and ranked by quality.
- Current sales/content workflow stages are defined.
- Ownership is clear for each stage.
- Approval owner is defined for outreach/publishing.
- CRM or lead sheet has consistent stage definitions.
- Follow-up timing rules exist.
- Source material library exists for content production.
- Claims policy is documented (no unsupported proof).
- Escalation path exists for risky opportunities.
- Calendar booking rules are explicit.
- Data fields required for qualification are available.
- Success metrics are tracked weekly.
- Reporting cadence is defined.
- Human review checklist exists for outgoing drafts.
- Tools/integrations required are known.
- Security/privacy constraints are documented.
- Leadership decision-maker is active in feedback loops.
- First 30-day implementation scope is bounded.
Score bands
How to interpret your score
0-14: foundation gaps; start with audit and governance work.
15-28: partial readiness; run a limited, approval-gated implementation.
29-40: strong readiness; proceed to managed implementation with clear metrics.
Internal links
Next steps
FAQ
Questions buyers ask first
- Who should use this checklist?
- Teams deciding whether they are operationally ready for sales or content agents.
- What if our score is low?
- Start with the AI Pipeline Audit to fix process and governance first.
- Does this replace implementation?
- No. It prepares for implementation via sales or content offers.