Free Discovery Checklist
The Right First Step Is Not Building. It's Discovering. A Four-Week Engagement That Maps Your Real AI Opportunity.
Before you spend money on AI tools or development, you need to know where the real opportunity is in your specific business. Most companies skip this step and spend their first year rebuilding decisions they should have made in week one.
This checklist walks you through every deliverable in a well-run AI Discovery Project so you know exactly what you should get — and what questions to ask any vendor you are considering.
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Inside the Checklist
Six areas. Every deliverable a discovery engagement should produce.
The Discovery Framework
The four phases of a rigorous AI opportunity assessment, from workflow mapping to ROI scoring.
What You Should Receive at the End
Every deliverable a Discovery Project should produce, so you can hold any consultant to that standard.
Who Needs to Be in the Room
The internal stakeholders whose input shapes the quality of your discovery findings.
The Mistakes That Derail Discovery
The five most common ways this phase gets rushed or skipped, and what it costs downstream.
The Build vs. Buy Decision Framework
How to evaluate whether your use case calls for custom development, a SaaS tool, or a no-code workflow.
From Discovery to Execution
How findings from a well-run discovery project translate directly into a scoped, budgeted first project.
Who This Checklist Is For
Download this before you talk to any AI vendor.
Business Owners About to Hire an AI Consultant
This checklist tells you exactly what a discovery engagement should deliver. Use it to evaluate any proposal you receive.
Operations Leaders Who Have Been Burned Before
If you have spent money on AI tools that did not solve your actual problem, discovery is where you start over, correctly.
Leaders Building an AI Business Case
A proper discovery engagement produces the ROI evidence your board or investors need to see before you scale.
Companies Ready to Move Beyond Pilots
You have run experiments. Now you want a prioritized plan. Discovery is the bridge between curiosity and execution.
About Heed AI Solutions
We have run this process. This checklist reflects what actually works.
The Heed AI Solutions discovery framework has been used across professional services, manufacturing, healthcare, and hospitality businesses. Every item on this checklist represents something we have delivered, or seen fail to be delivered, in a real engagement.
Learn About Our ApproachReady to find out where your real AI opportunity is?
The checklist prepares you for the conversation. A discovery call starts it.