Free Resource

AI Readiness Checklist

Score your agency's AI readiness across 5 key dimensions. Identify gaps, prioritise quick wins, and build a clear implementation roadmap.

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1. Tech Stack

Does your CRM support API access? Are your property feeds structured? Can your website embed third-party widgets? Score your technical foundation.

2. Team Readiness

Is leadership bought in? Does your team understand AI basics? Have you identified an internal champion? Score your people readiness.

3. Data Quality

Are your listings up to date? Is your CRM data clean? Do you have consistent property descriptions? Score your data foundation.

4. Process Maturity

Do you have documented workflows for lead handling? Are response times tracked? Is your viewing process standardised? Score your operations.

5. Budget & ROI

Have you allocated budget for AI tools? Do you know your cost per lead? Can you measure ROI on technology investments? Score your financial readiness.

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