FREE RESOURCE

AI Agent Readiness Checklist

Discover which processes in your business are perfect for AI automation

Provided by Zora Digital • zoradigital.com

Quick Assessment

Do you answer the same questions repeatedly?
Email, customer support, or internal team questions
Do you manually move data between systems?
CRM updates, spreadsheets, reports, or databases
Do you spend hours on scheduling or follow-ups?
Meetings, appointments, or customer outreach
Do you create similar content or documents regularly?
Proposals, reports, social posts, or emails

✓ If you checked even ONE box, an AI agent could save you 10+ hours per week

Top 10 Tasks to Automate First

✓ Check the tasks that apply to your business to calculate your potential time savings

Customer Support Triage
Save 18 hrs/week
1
Appointment Scheduling
Save 8 hrs/week
2
Email Responses
Save 13 hrs/week
3
Lead Qualification
Save 10 hrs/week
4
Data Entry & Transfer
Save 13 hrs/week
5
Report Generation
Save 7 hrs/week
6
Social Media Management
Save 8 hrs/week
7
Invoice Processing
Save 5 hrs/week
8
Meeting Summaries
Save 4 hrs/week
9
Employee Onboarding
Save 6 hrs/week
10

Calculate Your Potential Savings

Hours on repetitive tasks/week
____
Select tasks above to calculate
Average hourly cost
$
Enter your hourly cost
Weeks per year
50
Standard work year
Annual Cost of Repetitive Work
$________
(Hours × Rate × 50 weeks)
Potential Annual Savings with AI Agent
$________
(Typically 60-80% of repetitive task time recovered)

Potential Results for Your Business

E-commerce Store
80% of customer inquiries handled automatically
Response time: 4 hours → 30 seconds
15 hours/week saved
Professional Services
3x more discovery calls booked
Zero scheduling back-and-forth
12 hours/week saved
Marketing Agency
Client reports delivered same-day
Automated data compilation from 5 platforms
10 hours/week saved
Real Estate Office
40% increase in showing bookings
Instant property info + automated scheduling
Zero leads go cold

Ready to Build Your AI Agent?

Schedule a free 30-minute discovery call to discuss your specific needs

Review your automation opportunities
Get a custom AI agent recommendation
Receive a detailed ROI projection
Visit: zoradigital.com/build-your-agent
Zora Digital
Custom AI Agent Development • Full Support • 4-8 Week Delivery
info@zora.digital • zora.digital
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