Free resource
AI & Marketing Readiness Checklist
Tick what’s already true for your business. The boxes you can’t tick are your shortlist - and a good place to start a conversation about training. Print it or share it with your team.
Marketing
- You know which channels actually bring in customers (not just guesses)
- Someone on the team can confidently plan, brief, and evaluate a campaign
- You can write and schedule content consistently
- You measure results and adjust - rather than “set and forget”
CRM & automation
- Your customer pipeline lives in one CRM everyone actually uses
- New leads get a fast, consistent follow-up - automatically
- Repetitive admin (reminders, updates, reports) is automated
- Your tools talk to each other instead of needing manual copy-paste
AI
- Your team uses AI for real work - drafting, summarising, analysis
- You have a simple rule for checking AI output before it’s used
- AI is applied to specific tasks, not just “played with”
- Staff feel confident, not anxious, about AI tools
Team capability
- Your team understands the work, not only an outside vendor
- New hires can get productive on your tools quickly
- You have a plan to keep skills current as tools change
- You know which training your team needs next
More boxes empty than full?
That’s normal - and fixable. Our in-person programs build exactly these skills, and B.C. employers can often offset tuition through the Employer Training Grant.