Free download · PDF · 2 pages
30-Day AI Pilot Kickoff Checklist
Day-by-day playbook for launching an AI pilot in 30 days. The same outline we use for fixed-price Automation Starter engagements.
- ✓Week 1: scoping, success metrics, PIA, data-access review
- ✓Week 2: build and iterate with weekly demos
- ✓Week 3: production cutover and team training
- ✓Week 4: measure ROI and decide on scale-up
What is the 30-Day AI Pilot Kickoff Checklist?
The 30-Day AI Pilot Kickoff Checklist is a day-by-day playbook that takes a business from scoping to a measured scale-up decision on an AI pilot in 30 days. It follows the same outline we use for fixed-price Automation Starter engagements: scoping and success metrics in week 1, build-and-iterate in week 2, production cutover and training in week 3, and ROI measurement in week 4.
Who this is for
Canadian founders, operators, and IT decision-makers evaluating AI consulting or preparing an AI project for board approval. We built this out of our Automation Starter and AI Agents engagements so the documentation stays practical, not theoretical.
Frequently asked questions
Can you really launch an AI pilot in 30 days?
Yes, if the pilot is scoped tightly and run to a schedule, which is exactly what this checklist enforces. It breaks the launch into four one-week phases, from scoping and success metrics through production cutover to a measured ROI decision, the same outline we use for our fixed-price Automation Starter engagements.
What happens in the first week of an AI pilot?
Week 1 covers scoping, success metrics, a privacy impact assessment (PIA), and a data-access review. Getting those four things done first means the build weeks run against agreed targets instead of shifting goalposts.
How do I decide whether to scale the pilot up?
Week 4 of the checklist is dedicated to measuring ROI against the success metrics you set in week 1 and making an explicit scale-up decision. That keeps the pilot from drifting into an open-ended experiment with no verdict.
Is the 30-Day AI Pilot Checklist free?
Yes, it is a free 2-page PDF delivered in exchange for your email address. Submit the form on this page and the download link arrives immediately.
Want us to walk you through this live?
Book a free 30-minute call. We map your workflows, identify the biggest automation wins, and share a fixed-price estimate. No pitch, no pressure.