AI Help Checklist

Use this before buying another AI subscription.

1. Pick one repeated workflow: calls, follow-ups, estimates, reviews, notes, intake, or content.
2. Write down the current steps and where time gets wasted.
3. Decide what must stay human-reviewed.
4. Test one low-risk automation before touching high-stakes customer decisions.
5. Measure time saved, error rate, and whether staff actually use it.