AI agent readiness checklist: what to have in place before agents touch your systems
AI agents can take over the checking and preparation work in a marketing team, but only when the workflows, data access and approvals are clear first. This checklist helps CMOs and marketing operations leaders pick the right first agents, agree access with IT, set human approval rules and measure the result.
For CMOs, marketing operations and AI adoption leaders. Opens on this page; a written copy follows by email.
What you get in the full checklist
- How to pick the first 3 to 5 agents
- Data access to agree with IT
- Approval rules for spend, sends and publishing
- How to measure hours returned and quality
Pick the first agents
- List the recurring tasks your team does every week, with hours spent on each.
- Mark the ones that are checking or preparing work, not judging it.
- Choose three to five where a mistake is cheap to catch before it ships.
- Name an owner who approves each agent’s output.
AI agent readiness checklist for marketing teams
AI agents can take over the checking and preparation work in a marketing team, but only when the workflows, data access and approvals are clear first. This checklist helps CMOs and marketing operations leaders pick the right first agents, agree access with IT, set human approval rules and measure the result.
Claude implementation
Claude connected to your product knowledge, brand rules and approved proof.
About this checklist
Do we need to rebuild our stack first?
No. Agents work through connectors to the CRM, ad platforms, analytics and documents you already use.
How does this relate to your agent services?
The checklist is the planning step of our fixed-fee Claude setup for marketing teams. You can use it on your own.
