A two-sided worksheet
Pick one place to start with AI. Not ten.
My AI Starting Point is the worksheet I use with owners and ops leads who want AI to help with real work, not just a demo. It's one sheet, printed front and back. Five boxes on the front:
- 1One workflow worth improving
- 2The person who owns it
- 3The information it needs
- 4Where a human still approves it
- 5A 30-day test, so you can tell if it worked
The back has the guardrails that keep people out of trouble and a 30-day tracker.
Get the worksheet
Fill in four quick fields and you'll download the PDF on the next page.
Your worksheet is ready on the next page. No waiting on an email.
What each box asks
One workflow worth improving
Be specific. Not "customer service," but "answering where's-my-order emails." How often does it happen, and what does it cost you in time or mistakes?
The person who owns it
A name, not "the team." Who does it today, and who would notice first if it broke?
The information it needs
Where does it live? One place or five? How many years of it are there? Would you trust it today?
Where a human still approves it
Where does a person look at it before it goes out the door, touches a customer, or touches money?
Your 30-day test
One number you can count today and count again in 30 days, and the result that means "keep it."
On the back: what not to screw up (your data, confident wrong answers, shadow AI, vendor hype, and messy data), a one-page AI policy checklist, and a tracker for your 30 days.
Box 3 is where most companies get stuck.
If your company has been around a while, the information usually lives in an old system, a few spreadsheets, and one person's head. That's normal. But AI only works as well as the data under it. Point it at numbers nobody trusts and you get wrong answers faster.
That part is our day job: getting your data in one place you can trust, sorting out who owns what, and training your team to work from it.
It usually starts with a paid System Assessment, where we map your systems and data and give you written findings you keep.
Start with one annoying problem.
Fill in the five boxes, put a person on the approval step, and run it for 30 days. If you'd rather talk it through, book a discovery session.