AI Assessment Report
A branded working template for turning the first assessment call, Granola transcript analysis, and Paperclip agent recommendations into a clear second-call deliverable: current state, AI maturity, priority workflows, guardrails, and a practical implementation roadmap.
Client AI Assessment Report
Editable fields are left as placeholders. Use this as the second-call artefact after Granola has analysed the first-call transcript and Paperclip agents have shaped the recommendations.
Executive Summary
Summarise the client’s strategic situation in plain executive language: where they are, what AI can responsibly improve, and what should happen next.
What we heard
What this means
AI Maturity Snapshot
Use a simple maturity score to make the current state visible without overclaiming precision.
AI Opportunity Map
Map opportunities against the AI Agent Agency cornerstones so the recommendations feel operational, not abstract.
Profit
Positioning
Strategy
Systems
Top Recommended Workflows
Choose the first few workflows by business value, readiness, risk, and speed-to-proof. These become the bridge from assessment to implementation.
Human approvalData scopeBrand voice
Review queueAudit trailCRM sync
Source citationNo autopublishOwner assigned
Risks, Constraints & Approval Gates
Make safety practical. This section shows that AI adoption can move quickly without giving up control.
Data boundaries
Human approvals
Success metrics
Recommended Agent Team
Show the client what an implementation could look like as a roster of useful agents, not a vague AI transformation project.
Suggested team
- Market Research Agent — finds patterns, competitors, and target accounts.
- Lead Qualification Agent — scores and prioritises opportunities.
- Content / Positioning Agent — drafts brand-consistent assets for approval.
- RevOps Agent — keeps CRM, follow-up, and reporting tidy.
Operating model
Now / Next / Later Roadmap
End with a path that feels achievable. The goal is to turn assessment insight into a scoped implementation decision without locking the client into artificial calendar milestones.
Now
Next
Later
Second-Call Agenda
Use this structure to deliver the report live and guide the client toward a clear next decision.
Discussion flow
- Confirm we understood the business context.
- Review maturity snapshot and constraints.
- Discuss top three AI workflows.
- Agree on the safest first implementation path.
- Decide next step: pilot, full agent-team install, or defer.