This Basic AI Opportunity Assessment provides you with the foundational methodology to identify automation opportunities for your clients. Use this framework to conduct initial discovery and build basic business cases for AI and automation projects.

🎯 Objective of Discovery

• Map current business processes and pain points
• Gather data for ROI calculations
• Identify repetitive, manual tasks suitable for automation

👥 Who You Should Interview

Target 3-5 key stakeholders:

• Operations Manager/COO
• Department heads (Sales, Finance, Customer Service)
• Frontline staff who handle repetitive tasks

💬 Interview Questions Checklist

It’s best to go into interviews with a fleshed out set of repeatable questions ✅

General Context:

• [ ] What are your main daily responsibilities?
• [ ] Which tasks take the most time each week?
• [ ] What software/systems do you use regularly?