AI Readiness Checklist for Contractors

Leadership & Vision

Are your leaders ready?

0 / 5

We've discussed AI as a team (not just the owner Googling it) We have at least one person willing to own AI adoption Leadership understands AI won't replace people — it removes admin burden We're open to changing how we've always done things We have budget allocated for technology/efficiency improvements

Admin Pain Points

Is AI the right fit?

0 / 5

Our PMs spend 10+ hours/week on admin tasks (RFIs, submittals, daily reports) We miss bid deadlines or don't bid enough because of bandwidth Estimating-to-ops handoffs are inconsistent or sloppy Daily field reports are late, missing, or inconsistent We have communication gaps between field and office

Technology Foundation

Can you support it?

0 / 5

We use cloud-based project management (Procore, PlanGrid, etc.) Our team uses email and shared calendars consistently We have standardized templates for at least some workflows We're on Microsoft 365 or Google Workspace Our team is generally comfortable with basic technology

Process Readiness

Is there something to automate?

0 / 5

We can identify at least 3 tasks that someone does the same way every time We have (or could create) SOPs for key processes Someone on the team could spend 30 min/week training a VA We track bids, projects, or tasks in some kind of system (even spreadsheets) We've tried delegating admin work before (even if it didn't stick)

Growth & Scale

Why now?

0 / 5

We're growing but can't add overhead fast enough Key people are doing work below their pay grade We've lost opportunities because the team is stretched too thin We want to standardize before we scale further We're ready to invest 90 days in getting this right

Your Readiness Score

0 / 28

Early Stage

Check some boxes above to see your readiness level.

Section Breakdown

A. Leadership

0/5

B. Pain Points

0/5

C. Technology

0/5

D. Process

0/5

E. Growth

0/5

Your Next Step

Complete the checklist to get a personalized recommendation.

AI Readiness Checklist for Contractors

Leadership & Vision

Admin Pain Points

Technology Foundation

Process Readiness

Growth & Scale

Your Readiness Score

Section Breakdown

Your Next Step

Want to see what AI could do for YOUR company?

AI Readiness Checklist
for Contractors