AI Agent Readiness Checklist
A quick-reference checklist for Customer Success teams serious about scaling efficiency with AI Agents.
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Make Sure Your Post-Sales Programs are Ready for the Agentic Era.
AI Agents promise to take on the tedious, repetitive work so your team can focus on the customer interactions that matter most. But that future won’t happen by default. It takes upfront work to define how Agents will operate, where they’ll fit, and what dependencies exist so agents can be deployed with the right impact.
This checklist helps you assess your team’s readiness across five essential areas from customer journey maturity to customer intelligence to change management.
Download the AI Agent Readiness Checklist to learn:
- Whether your workflows are defined clearly enough for Agents to execute
- If your customer data is clean, connected, and actionable
- How your org feels about AI Agents executing actions (and what to do about it)
- Whether your team is aligned on how and where Agents will show up in the customer lifecycle
- How to define outcomes that prove your Agent is pulling its weight
Wherever you are in your AI journey, this checklist will get you on the path that will lead your Customer Success strategy into the agentic era.