AI Readiness Discovery

Most companies know AI matters. Far fewer know what to do next.

This short discovery will help you identify where your organization is currently focused, where AI could create leverage, and what you may not yet have considered about operating in the AI era.

This is not a technical assessment. It is a business readiness discovery.

Most companies are not "behind." They are simply thinking about AI at too small a level—using AI like a faster keyboard, when the real opportunity is to redesign how work moves through the business.

Current AI Usage

Let's establish your baseline. Understanding current AI adoption helps identify what's working and what's missing.

How frequently do people in your organization use AI tools such as ChatGPT, Claude, Gemini, or Copilot?

Does your organization have an AI usage policy?

Has your team received AI training?

Where is AI currently being used? (Select all that apply)

Operational Friction

AI creates the most value where work is already harder than it should be. This section helps identify where time, energy, and attention are leaking from the business.

Where does work currently feel harder than it should? (Select all that apply)

What information do people repeatedly search for or ask about?

What repetitive work consumes time but does not require much human judgment?

Where do things most often fall through the cracks?

Decision Readiness

Decisions drive outcomes. Where decisions slow down, work slows down. This section reveals decision bottlenecks.

What decisions are routinely delayed?

When decisions get delayed, what is usually missing? (Select all that apply)

Clear information Good options Ownership Confidence Alignment Time Authority Not sure

How often do meetings revisit the same unresolved issues?

What decisions depend too heavily on one person?

Knowledge Readiness

AI agents work best when institutional knowledge is accessible. This section assesses how your organization captures and shares what it knows.

Where does critical company knowledge live? (Select all that apply)

Shared drives Email CRM Project management tools Internal documentation Individual employees' heads Chat tools Multiple disconnected places Not sure

If a key employee left tomorrow, what knowledge would be difficult to recover?

How easy is it for a new employee to find what they need?

Very Difficult 5 Very Easy

How often are the same questions answered repeatedly?

Agent Readiness

AI agents excel at consistency, speed, and scale. This section helps identify where delegation to AI could create immediate leverage.

What work would you delegate tomorrow if you trusted an AI agent to do it accurately?

Which activities require consistency more than creativity?

What work could happen overnight while your team sleeps?

Where would an AI assistant or agent create the most leverage? (Select all that apply)

Future-State Thinking

The organizations that thrive with AI won't just use it better—they'll organize work differently. This section explores how you think about the future of your business.

If every employee had three AI assistants, what would change?

If routine work became dramatically cheaper, what would your business do differently?

If you were starting your organization today with AI agents available, would you structure the work the same way?

What would need to be true for your organization to become dramatically more productive with the same staff?

Contact Information

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Your responses will be used to generate your AI Readiness Discovery results and may be reviewed to help identify useful next steps. We will not sell your information.

Your AI Readiness Profile

Readiness Stage

Opportunity Areas

Recommended Next Step

Complimentary Audit Unlocked

You qualify for a free AI Readiness Audit with Dan Wegner. Your detailed report email will include a private scheduling code to book the call at no cost.

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