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