The 5-Point AI-Ready Backend Checklist

15 quick checks across the five places most backends leak time and leads. Check what's true for your business right now — your score updates as you go. Takes under 5 minutes.

Your score: 0 / 15

Check a few boxes to start

Lead Flow

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Every inbound lead is captured automatically — nothing lands only in a DM or a personal inbox. Leads are automatically routed or tagged based on where they came from or what they need. You can see how many leads came in this week without checking five different places.

Follow-Up

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A new lead gets a response within an hour, even when you're not at your desk. Follow-up sequences run on their own until someone responds or opts out. No lead has gone cold recently just because someone forgot to follow up.

Admin

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A new client can get a proposal, contract, and invoice out in under 15 minutes. Contracts and payments are tracked somewhere other than a spreadsheet. You're not the only person who knows how to generate these documents.

Content Ops

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Content moves from idea to published without you touching every single step. You have a repeatable process for turning one piece of content into several. Publishing doesn't stall because everything is waiting on you personally.

Handoffs & Accountability

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When work moves from one person or system to the next, nothing gets dropped. You could take a week off and know exactly what's in motion without asking around. There's one place that shows where things actually stand — not five scattered threads.

Your result will build as you check boxes above.

Fifteen checks, five categories — this is the same lens we use in every Backend Diagnostic.

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