Practical AI Checklist with ROI
Evaluate where you are and discover how to apply artificial intelligence with focus, structure, and real return.
Is your company applying artificial intelligence profitably or just testing tools aimlessly? This checklist will help you discover if the AI you're using is generating a real return (ROI) Or if you still lack focus, structure, and measurement. In just a few minutes, assess your maturity level in four key areas—strategy, operations, tools, and results—and get a clear diagnosis with concrete actions to move forward.
Do you want to review the results of your checklist in detail?
👉Schedule a no-obligation exploratory meeting and let's review together how to take the next step.
Would you like us to notify you when we publish new content?
We value your time. We'll only send you articles, guides, or tools that help you improve, make better decisions, or take better action.
Practical AI Checklist with ROI
At Rumbo & Resultados, we believe that implementing artificial intelligence shouldn't be an experiment, but a strategic decision focused on real results. That's why we created the Practical AI with ROI Checklist, a free tool that allows you to assess where your company stands in terms of AI adoption with measurable returns.
This diagnostic will help you identify whether your organization is using artificial intelligence as a real operational support tool or if it still sees it as a passing fad. In just 23 questions, you can analyze your level of preparedness in four key dimensions: strategy and approach, internal operations, tools and training, and measuring results.
The purpose of this checklist is not to measure technical knowledge, but to help you transforming AI into a competitive advantage. We evaluate aspects such as alignment with business objectives, prioritization of repetitive processes, the level of training of your team, and the existence of clear impact metrics. You can learn more about the impact of AI on SMEs in the OECD report on digital transformation in businesses or in the AI for Small Business guide published by IBM.
A low score indicates you need to prioritize and define an initial pilot project with specific objectives. An average score reflects that you've already started implementing AI, but without structure or measurement. And if your score is high, it means you're ready to scale and manage AI with focus, control, and efficiency.
The practical AI checklist with ROI is designed especially for SMEs, startups and growing teams who want to leverage artificial intelligence without relying on complex consultancies or lengthy projects. After completing it, you'll have access to the interactive online version, receive a personalized report, and discover immediate improvement actions.
If you're wondering how to apply AI in your company with tangible results—reducing costs, freeing up time, and improving decision-making—this checklist is your starting point. You can find inspiration in real-world case studies like the PwC's AI Adoption Index 2024 or in the practical recommendations of the European Commission on ethical and trustworthy artificial intelligence.
Our latest publications
External consultant vs star signing
Choosing between an external consultant and a star internal recruit is a key strategic decision.
Copilot o ChatGPT no significa tener inteligencia
El 80% de pymes usa IA solo porque viene incluida en su suite. Este análisis explica
How to align marketing, sales, and operations: what
In SMEs, AI isn't a universal shortcut. It doesn't save you from thinking: it saves you from repeating.
From SEO to AIO: how to be relevant
Many SMEs still measure their "digitalization" by having a website and social media presence. The market is moving two steps further.
5 signs you need to redefine your
Are your sales not growing, are customers comparing you based on price, or is your team performing poorly?
How to create a website that is understandable by the
OpenAI has integrated its assistant directly into a browser: actionable summaries, comparisons, and semi-automatic tasks
Three mistakes that hinder digitization (although
In recent years, thousands of SMEs have invested in digital tools, training and subsidized services
Three mistakes that hinder growth
Many small and medium-sized enterprises (SMEs) have energy, effort, and goodwill. What's lacking is clarity on how to connect that effort.
Avoid paralysis by tools and automation
Many SMEs fall behind not due to a "lack of digitization", but due to excessive complexity:
AIO Analytics: How to measure combined visibility
Traditional SEO measured positions, impressions, and clicks. Today, some visibility happens outside of those areas.
Where AI does save time (and
In SMEs, AI isn't a universal shortcut. It doesn't save you from thinking: it saves you from repeating.
The OpenAI browser for SMEs and startups:
OpenAI has integrated its assistant directly into a browser: actionable summaries, comparisons, and semi-automatic tasks
Three mistakes that dilute a plan
Having a plan isn't enough: if it gets diluted in practice, it won't move the needle. Identify
AI with ROI for small and
Artificial intelligence is no longer a luxury for large companies or startups: it's also available to everyone.
How to grow without drowning in digital tools
Many SMEs have accumulated a stack of CRM, email, networks, automation, analytics and AI out of fashion or fear of "being left behind".
Where is your growth leaking from? (diagnosis)
Many small and medium-sized enterprises (SMEs) have energy, effort, and goodwill. What's lacking is clarity on how to connect that effort.
Three blocks that slow down the alignment of
When marketing, sales, and operations aren't rowing in the same direction, the problem is rarely
Funnel case study: how an SME
A lead generation and conversion funnel isn't just a pretty graphic: it's a living system that
Three mistakes that slow down ROI in
AI doesn't fail because of technology, it fails because of management. If you run an SME and want to convert




















