One-Page AI Adoption Checklist (for Teams/Clients)

✅ Step 1: Define the Problem

• List top 3 bottlenecks slowing growth or efficiency.
  
  

• Choose ONE to start with (low-risk, high-impact).
  
  

✅ Step 2: Map the Workflow

• Break the process into individual tasks.
  
  

• Mark which tasks → Automate | Augment | Human oversight.
  
  

✅ Step 3: Audit Current Tools

• Review existing platforms (CRM, email, project mgmt).
  
  

• Check built-in AI features before buying new tools.
  
  

✅ Step 4: Quick Win Pilot

• Select 1 use case to test in 2–4 weeks.
  
  

• Define success metric (hours saved, errors reduced, revenue lift).
  
  

✅ Step 5: Pilot & Validate

• Run the pilot and measure before/after impact.
  
  

• Share results with the team to build confidence.
  
  

✅ Step 6: Train & Engage

• Host a short “AI use-case session.”
  
  

• Encourage experimentation + peer learning.
  
  

• Appoint an “AI Champion” inside the team.
  
  

✅ Step 7: Scale What Works

• Document best practices + prompts.
  
  

• Standardize into company workflow.
  
  

✅ Step 8: Measure & Adapt

• Track adoption (are people using it?).
  
  

• Track outcomes (time, money, quality).
  
  

• Update tools/processes every 3–6 months.
  
  

📘 Playbook Guide With Examples

Step 1: Define the Problem

• Example: Too much time spent manually writing client follow-up emails.
  
  

Step 2: Map the Workflow

• Breakdown: Sales call → Draft email → Edit → Send → Track response.
  
  

• AI Role: Drafting emails.
  
  

• Human Role: Adding tone/personalization.
  
  

Step 3: Audit Tools

• CRM (HubSpot, Salesforce) already has AI email drafting.
  
  

• No need for a new tool → Just activate the feature.
  
  

Step 4: Quick Win Pilot

• Test AI email drafting for 10 clients over 2 weeks.
  
  

• Success metric: Reduce email drafting time from 15 min → 3 min.
  
  

Step 5: Pilot & Validate

• Collect data:
  
  

  • Before: 150 mins/day writing follow-ups.
    
    

  • After: 30 mins/day with AI.
    
    

• Share results with sales team → “We just saved 10 hrs/week per rep.”
  
  

Step 6: Train & Engage

• Run a 30-min “prompt workshop.”
  
  

• Give team sample prompts for client follow-ups.
  
  

• Appoint 1 “AI Champion” in sales to document best uses.
  
  

Step 7: Scale

• Standardize: “All follow-up emails start with AI draft → rep adds style.”
  
  

• Save prompt templates in team knowledge base.
  
  

Step 8: Measure & Adapt

• Monitor: Time saved, deals closed, response rates.
  
  

• Adjust: Refine prompts every month.
  
  

• Expand: Try AI for proposals + meeting notes next.