Free AI agency worksheet

Find one AI service offer worth testing before you build it

Score one real business workflow in about 10 minutes, then use the seven-day sprint below to replace assumptions with evidence.

Score one workflow idea

Give each line 0, 1, or 2 points. Write one piece of evidence next to each score. If you do not know, mark it unknown instead of guessing.

Criterion	Question to investigate	Score
Repeats often	How often does this task happen in the buyer's normal work?	0 / 1 / 2
Visible friction	Can the buyer point to time, delay, rework, or inconsistency?	0 / 1 / 2
Buyer is reachable	Can you speak with the person who owns or approves the work?	0 / 1 / 2
Inputs are authorized	Can the buyer provide safe, approved inputs for a test?	0 / 1 / 2
Output is checkable	Can a qualified person judge whether the result is useful and correct?	0 / 1 / 2
Pilot can be bounded	Can you limit the first test by examples, time, or task scope?	0 / 1 / 2
Human review is clear	Is there a named person who will review or approve the output?	0 / 1 / 2
Risk is manageable	Can you protect sensitive data and decide what happens if something fails?	0 / 1 / 2

Total: ____ / 16

Use the score as a sorting prompt

• 13-16: A candidate worth validating. Check each unknown with a buyer before building.
• 8-12: Narrow the buyer, task, or pilot; gather evidence for the weak areas.
• 0-7: Park this version or choose a workflow you can understand and test more safely.

This is a planning aid, not a validated market score. Interest in AI does not replace evidence about a buyer, authorized data, delivery quality, or risk.

Run a seven-day validation sprint

1. Day 1 - Choose one workflow. Name the buyer, task, and biggest unknown.
2. Day 2 - Map today's process. Record the trigger, approved input, steps, output, reviewer, and friction.
3. Day 3 - Make a safe example. Use synthetic or approved data; show the human review and one edge case.
4. Day 4 - Learn from buyers. Ask how the task happened recently before presenting your idea.
5. Day 5 - Narrow the offer. Define one deliverable, exclusions, review owner, and test boundary.
6. Day 6 - Ask for feedback. Show the pilot outline and ask what seems useful, risky, or unclear.
7. Day 7 - Decide. Go, narrow, or park the idea, and record the evidence and the next unresolved risk.

Keep the first demonstration safe

• Use synthetic or permissioned data. Do not upload a client's information to a tool without approval.
• Show where a person reviews output and what happens when the output fails a check.
• Keep sensitive, financial, health, safety, or customer-impacting decisions under qualified human review.
• Describe only the work you can actually deliver.

Three useful next reads

• How to Start an AI Agency With No Experience
• How to Pick an AI Agency Niche
• How to Get Your First AI Agency Client