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Agent Selection Worksheet

AI Agent Selection Worksheet

📋 How to Use This Worksheet

Rate each potential AI agent on a scale of 1-5 for each criterion. Higher scores indicate better fit for your organization.

1
Poor/Not Ready
2
Below Average
3
Average/Neutral
4
Good/Ready
5
Excellent/Ideal

📊 Scoring Criteria Definitions

🗄️ Data Availability & Quality

  • 5: Clean, comprehensive data readily available
  • 4: Good data with minor gaps
  • 3: Adequate data, some cleaning needed
  • 2: Limited data, significant gaps
  • 1: Poor/no relevant data available

👥 Team Readiness & Skills

  • 5: Team highly skilled, excited about AI
  • 4: Team skilled, some AI experience
  • 3: Team willing, basic tech skills
  • 2: Team hesitant, limited tech skills
  • 1: Team resistant, no relevant skills

🔧 Integration Complexity

  • 5: Plug-and-play, no integration needed
  • 4: Simple API integration
  • 3: Moderate integration requirements
  • 2: Complex integration, custom work
  • 1: Extremely complex, major development

💰 Expected ROI Timeline

  • 5: Positive ROI within 30 days
  • 4: Positive ROI within 60 days
  • 3: Positive ROI within 90 days
  • 2: Positive ROI within 6 months
  • 1: ROI uncertain or beyond 6 months

⚖️ Risk Tolerance

  • 5: Very low risk, proven technology
  • 4: Low risk, established vendors
  • 3: Moderate risk, acceptable to org
  • 2: High risk, requires careful management
  • 1: Very high risk, potentially dangerous

📈 Business Impact Potential

  • 5: Transformational impact on KPIs
  • 4: Significant improvement expected
  • 3: Moderate improvement expected
  • 2: Minor improvement expected
  • 1: Minimal or unclear impact
AI Agent Type Data Quality Team Readiness Integration Complexity ROI Timeline Risk Level Business Impact Total Score Priority Ranking
📧 Email Sequence Optimization --
🎯 Lead Scoring & Qualification --
📊 Content Performance Prediction --
🔄 Cross-Channel Attribution --
🗺️ Predictive Customer Journey --
💰 Dynamic Pricing Optimization --
📱 Social Media Scheduling --
📈 Reporting Automation --
🧪 A/B Testing Automation --
🔧 Custom Agent (Specify: ___________) --

🔥 HIGH PRIORITY (Score 24-30)

Immediate Implementation Candidates

  • Deploy within next 30 days
  • Allocate primary resources
  • Get executive sponsorship
  • Weekly progress reviews

⚡ MEDIUM PRIORITY (Score 18-23)

Next Phase Candidates

  • Plan for 2-3 month deployment
  • Address gaps in readiness
  • Gather additional data
  • Monthly progress reviews

📝 Action Items Based on Your Scores

✅ Your Top Choice

Agent with highest score becomes your Phase 1 implementation

  • Begin vendor research immediately
  • Assign project manager
  • Set 30-day implementation goal

⚠️ Address Low Scores

Any scores of 1-2 need immediate attention

  • Create improvement plan
  • Identify required resources
  • Set readiness timeline

🚫 Avoid For Now

Agents with total scores below 15

  • Revisit in 6 months
  • Focus on capability building
  • Consider alternative approaches

💾 How to Use This as an Excel File

To convert this to Excel:

  1. Copy the table data from this page
  2. Paste into Excel or Google Sheets
  3. Add formulas to auto-calculate total scores: =SUM(B2:G2)
  4. Use conditional formatting to highlight high-priority agents
  5. Save and share with your team for collaborative scoring