Financial Viability Checklist

This checklist helps determine whether your agent delivers measurable value, aligns with strategic goals, and integrates seamlessly into existing operations.

Does your agent...
have a clear ROI from cost savings or increased revenue?
automate high-value repetitive tasks?
improve customer conversion, retention, or satisfaction?
create a new product, service or business model?
reduce human effort, time or operating costs?
And does it...
integrate seamlessly into existing business workflows?
align with key business goals to ensure strategic value?
quantify its cost reduction, time saved, or revenue generated?
provide insights that contribute to better financial decisions?
know, or is able to discover, the preferred tasks of its collaborators?
scale up its value faster than its costs?
adapt and continue to provide value as agent technology evolves?

Financial Risk: 100

Unless you've identified a clear financial benefit and addressed most of the items in the above checklist, your agent is unlikely to deliver a return on your investment. Answer the above questions by checking the boxes - and get an assessment of your agent's financial viability.

Our understanding of AI agent value and costs is evolving quickly. Be sure to check this list regularly for new knowledge.