Cecil Jones Is Marketing
Worksheet

AI Opportunity Inventory

Before you invest in AI, map every process in your business and score its automation potential. Find the highest-ROI opportunities — the processes where AI saves the most time or captures the most revenue.

Completion time: 35–45 minutes•For: Business owners and operations managers

Instructions

  1. 1. For each process below, estimate the current weekly hours spent and the annual cost of those hours.
  2. 2. Score each process on AI readiness (1 = not ready, 5 = immediately automatable).
  3. 3. Calculate the potential savings: hours × hourly cost × AI automation %.
  4. 4. Prioritize: start with high AI-readiness + high-cost processes.

Customer-Facing

Inbound call answering

AI potential: High — AI voice agents • Impact: Capture 70–90% of missed calls

____
___
$______

Lead qualification & follow-up

AI potential: High — AI chat + SMS • Impact: Respond in <60 seconds, 24/7

____
___
$______

Appointment scheduling & reminders

AI potential: High — AI + calendar integration • Impact: Reduce no-shows 30–50%

____
___
$______

Estimate/quote generation

AI potential: Medium — AI-assisted • Impact: Cut estimate time 50%+

____
___
$______

Customer service / FAQ

AI potential: High — AI chatbot • Impact: Resolve 60–80% of inquiries without staff

____
___
$______

Operations

Dispatch & routing

AI potential: Medium — AI optimization • Impact: Reduce drive time, increase jobs/day

____
___
$______

Inventory management

AI potential: Low-Medium • Impact: Reduce stockouts and over-ordering

____
___
$______

Invoicing & payment follow-up

AI potential: Medium — AI + automation • Impact: Reduce AR days, improve cash flow

____
___
$______

Employee scheduling

AI potential: Low-Medium • Impact: Optimize labor to demand

____
___
$______

Quality control / job verification

AI potential: Low — human-in-the-loop • Impact: Consistency and training data

____
___
$______

Marketing & Growth

Review generation & management

AI potential: High — AI + SMS • Impact: Increase review volume 3–5×

____
___
$______

Social media content creation

AI potential: Medium-High • Impact: Consistent posting without staff time

____
___
$______

Email nurture sequences

AI potential: High — AI personalization • Impact: Segment and personalize at scale

____
___
$______

Referral tracking & acknowledgment

AI potential: Medium — CRM + automation • Impact: Systematize what's now manual

____
___
$______

Competitor monitoring

AI potential: Low-Medium • Impact: Awareness without manual research

____
___
$______

Back Office

Data entry & CRM updates

AI potential: High — automation + AI • Impact: Eliminate 5–15 hrs/week of manual work

____
___
$______

Reporting & dashboard generation

AI potential: High — AI + APIs • Impact: Real-time visibility, no manual spreadsheets

____
___
$______

Vendor & supplier communication

AI potential: Low-Medium • Impact: Automated reordering, status checks

____
___
$______

HR / onboarding paperwork

AI potential: Medium • Impact: Standardize and automate onboarding

____
___
$______

AI Opportunity Summary

_____ hours/week
$__________ /year
$__________ /year
$__________ /year

Top 3 AI Priorities

Based on your scores, which 3 processes should you automate first?

________________
$________
________________
________________
$________
________________
________________
$________
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Related Playbooks: AI Receptionist • Responsible AI • Related Assessment: AI Readiness Assessment • Email: cecil@ceciljonesmarketing.com

Use This Worksheet

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Questions? cecil@ceciljonesmarketing.com