Checklist

🧾 Financial & Insurance Services

📞 Customer communication

Customers often ask the same questions about tariffs, services or forms
There is no standardized, digital welcome information for new customers
Customers must call for simple answers or wait for a call back
There is no possibility for 24/7 customer communication (e.g. in case of emergencies, queries)
Contract changes or claims are not automatically pre-qualified

📅 Processes & Automation

Appointments, links and documents are sent manually
Forms or PDF documents are not automatically evaluated or further processed
Many emails concern routine questions (e.g. deadlines, payments, policies)
There is no automatic summary of customer conversations or notes
Recurring tasks are not yet automated using AI

📈 Consulting & Sales

Offers or insurance products are difficult for customers to compare
Consulting quality depends heavily on individuals rather than on structured knowledge
Automated suggestions for tariff changes or additional services are missing
Up-selling or cross-selling are not based on existing customer data
No data-based prioritization of customers with switching potential

📣 Marketing & Insights

Marketing newsletters are not tailored to customer behavior or life events
Social media comments or reviews are not automatically analyzed
There is a lack of tools to detect customer intent or cancellation risks
Internal knowledge database is not centralized or difficult to search
Website or customer portal do not offer personalized recommendation or navigation

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⚙️ Manufacturing & Industry

⚙️ Production & Processes

Production data (e.g. scrap, disruptions, times) are not automatically evaluated
Machine downtimes are recorded manually or not systematically documented at all
There is no predictive maintenance
Production planning is not based on real-time data or AI predictions
Quality control is carried out manually or with high personnel expenditure

📦 Warehouse & Logistics

Material requirements are not automatically forecast
Inventory levels are managed with a safety margin rather than data-based
Bottlenecks and surpluses are common and difficult to plan
There is no intelligent system for automated reordering
Transport or delivery processes are not continuously optimized

🧾 Administration & Sales

Order processing takes place via many manual intermediate steps
Customer inquiries or offers require a lot of manual research and effort
There is no automatic calculation based on parts lists or experience data
Complaints or queries are not categorized or prioritized using AI
Prices are not automatically adjusted in case of fluctuations (material, energy)

📣 Marketing, Service & Development

Customer feedback (e.g. via email or support) is not systematically analyzed
Product data sheets, FAQs or assembly instructions are maintained manually
Automated market and competitive analyses are missing
Service calls or spare parts requests are not pre-qualified by AI
There is no intelligent suggestion logic for product improvements or upgrades

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🛒 Retail & Wholesale

🛍️ Customer service & advice

Customers often ask the same questions about availability, returns or shipping
There is no chatbot or FAQ assistant for simple inquiries
Advice is provided exclusively by staff, even for standard questions
Reviews (e.g. Google, Trustpilot) are not automatically analyzed or answered
Complaints are not automatically categorized or pre-checked

📦 Warehouse & assortment management

Demand forecasts are not based on AI or real-time data
Shortages and excess stocks are common because no automatic optimization takes place
Top sellers and slow-moving items are not automatically recognized and adjusted
Automatic reordering or dynamic price control are missing
There is no AI-supported assortment planning or product group optimization

💸 Distribution & Sales

Product recommendations based on purchasing behavior or shopping cart are missing
Newsletters and promotions are not personalized or segmented
Cross-selling and up-selling are not data-based
Return rate is not automatically analyzed or optimized
B2B offers or discount scales are created manually

📣 Marketing & Evaluation

Social media posts or newsletters are created manually and without AI support
There is no automatic segmentation or customer classification
Marketing results are not automatically evaluated (campaigns, ads, open rates)
There is no AI-supported detection of trends or purchase intentions
Old customers are not automatically reactivated (“Not with us for a while…”)

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🧱 Construction & Crafts

📞 Customer inquiries & communication

Many customers repeatedly ask the same questions about services, prices or availability
There is no automatic offer or appointment confirmation
Inquiries about ongoing projects are processed manually
There is no digital assistant for quote requests, emergency services or status queries
Emails, inquiries and calls must be processed individually

📅 Project planning & coordination

Appointment scheduling is done manually or with Excel/Outlook
There is no automatic reminder of construction start, inspections or material deliveries
Resources (employees, vehicles, equipment) are not deployed using AI
There is no automated evaluation of project delays or disruptions
Order situation and capacity utilization are not visualized in real time

📈 Offers & material calculations

Offers are created manually, often with copy-paste or Word templates
Material requirements are not automatically estimated or optimized
Experience from previous projects is not reused
Calculation errors lead to rework or loss of margin
Prices fluctuate greatly – there is no system for dynamic adjustment

📣 Marketing & Customer Loyalty

Social media and website are maintained irregularly or manually
There is no automatic follow-up action after sending the offer
Reviews on Google/MyHammer/etc. are not analyzed or answered automatically
Automated recommendations for additional services or maintenance contracts are missing
There is no system for systematically re-engaging with satisfied customers

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🧑‍💼 Management Consulting & B2B Services

📄 Quotation & project work

We regularly create similar offers or documents
We answer frequently recurring customer questions
Our research often takes several hours
We manage emails or files manually
To-dos and follow-up tasks sometimes get lost

📞 Customer communication & service

Customers often ask the same questions
No standardized welcome information
Manual appointment and link sending
Desire for 24/7 assistant
Our offers are difficult to compare

📝 Content & Marketing

Content is created manually
Performance pages too technical
Few website leads
Too little time for content
Target group difficult to estimate

📊 Analyse & Reports

Manual evaluation of Excel & feedback
Data is confusing
Better analysis = better advice
Customers want automated reports
More transparency would be helpful

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🚚 Logistics & Transportation

🧾 Warehouse & Administration

Inventory levels and incoming goods are not automatically monitored or forecasted
Returns, shortages or special cases must be processed manually
Delivery notes, invoices and shipping documents are created manually
There is no automatic analysis of runtimes, costs or utilization
Data from different systems (e.g. telematics, ERP, CRM) are not networked

📦 Tour planning & scheduling

Tours are planned manually, without AI-supported optimization
Routes, traffic jams or weather data are not automatically included in the planning
Driver allocation is not dynamic based on availability or location
There is no system for detecting bottlenecks, delays or underutilization
Resources (vehicles, trailers, personnel) are not automatically deployed

🚚 Order processing & customer service

Customers often ask the same questions about delivery, pickup or shipment status
There is no automated chatbot or FAQ to relieve the hotline
Order confirmations or feedback are done manually
Information about delays is not communicated automatically
There is no digital greeting or information for new customers

📣 Analysis, Communication & Marketing

Customer feedback or complaints are not systematically evaluated
There is no automatic recognition of patterns or potential for improvement
Offers are created manually and not optimized based on data
Social media posts, job advertisements or emails are not generated using AI
There is a lack of targeted re-engagement with inactive or potential customers

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🧑‍⚕️ Medical practices & healthcare

📞 Patient communication

Patients often ask the same questions about opening hours, prescriptions or procedures
There is no standardized digital greeting or information for new patients
Inquiries often end up by phone, even for simple matters
There is no possibility for 24/7 communication (e.g. appointment cancellation, questions)
Reminders (e.g. vaccinations, follow-up checks) are not automated

📅 Practice organization & processes

Appointments are made manually or are laboriously coordinated via telephone/online calendar
Prescription and referral requests are processed manually
There are no automatic checklists or preparation instructions for patients
Forms (anamnesis, consent) are not processed digitally
Waiting times are difficult to plan because there is no AI-supported time optimization

📈 Diagnostics & Documentation

Doctor's letters or findings are dictated manually and written down
Speech recognition or automatic documentation are not used
Images, laboratory values or texts are not automatically pre-evaluated & classified
Diagnoses or medication suggestions are not supported by AI tools
Progress comparisons or risk assessments are only carried out manually

📣 Management & Analysis

Patient feedback is not systematically analyzed (e.g. feedback forms)
There is a lack of data-based insights into practice performance or patient satisfaction
Invoice or billing processes are not prepared automatically
There is no AI-based support for coding or billing optimization
Practice metrics (e.g. occupancy, no-show rate) are not automatically recorded

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🧑‍🏫 Education & Coaching (including online courses)

📞 Participant communication

Interested parties often ask the same questions about dates, prices, content
There is no automated welcome or information page after registration
Inquiries via email or social media are answered manually
There is no possibility for 24/7 communication (e.g. FAQ chatbot)
Questions about Zoom links, technology or access are constantly recurring

📅 Course organization & administration

Course or coaching appointments are planned or confirmed manually
Reminders or follow-ups are not sent automatically
Participant documents or PDFs must be distributed manually
Participant lists, registrations and deregistrations are maintained manually
There is no automatic evaluation of feedback or quiz data

📈 Learning progress & personalization

Learning progress or understanding is not systematically analyzed
Content is not personalized or interactively adapted
There are no AI-supported recommendations for deepening or repetition
No automatic creation of summaries or learning plans
Participants do not receive individualized tips or impulses

📣 Marketing & Community

Social media content or newsletters are written manually each time
No segmentation of target groups for targeted communication
Testimonials, ratings or successes are not automatically recorded/used
Content is not automatically generated from existing course data
Previous participants are not specifically reactivated (“Haven’t heard from you in a while…”)

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🧑‍⚖️ Legal advice / Law firms / Notaries

📞 Client communication

Clients often ask the same questions about deadlines, procedures or costs
There is no automated initial contact (e.g. pre-qualification via chatbot)
Emails or queries must be processed and documented manually
There is no standardized welcome information or automatic appointment scheduling
Recurring questions (e.g. “What do I need for a divorce?”) are always answered anew

📄 Documents & Contracts

Contracts or letters are created manually from templates
Contracts or documents are not automatically checked for gaps, deadlines or risks
Client documents (e.g. PDFs) are manually reviewed, sorted and saved
There is no automatic extraction or summarization from documents
Searching files and documents is time-consuming and not AI-supported

⚖️ Case processing & research

Case law or legal texts are researched manually
Argumentation support or pleading construction is carried out without AI support
There are no tools for risk assessment, success forecasting or scenario analysis
Multiple sources (e.g. Federal Court records, laws, notes) must be searched separately
Similar cases or previous arguments are not automatically recognized

📣 Marketing & Client Retention

There are no automated reminders of deadlines, contracts or follow-up orders
Content for website, blog or social media is created manually
Ratings or feedback from clients are not systematically evaluated
Existing customers are not automatically contacted again (“Do you need us again?”)
No segmentation or analysis of client groups for targeted marketing

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🏨 Tourism & Hospitality (Hotels, Restaurants, Holidays)

📞 Guest communication & service

Guests often ask the same questions about arrival, breakfast, facilities or opening hours
There is no automated greeting or digital welcome folder
Inquiries will be handled exclusively by telephone or email
There is no 24/7 assistant for simple requests (e.g. Wi-Fi, check-in, activities)
Reviews on Google or Booking are not automatically analyzed or answered

📅 Booking & Organization

Bookings via website, telephone and portals are not processed centrally or automatically
There is no automatic waiting list or capacity optimization
Special requests or additional services (e.g. late check-out) are coordinated manually
Guests do not receive automatic reminders or travel tips
Menu planning, room allocation or table reservation are not AI-supported

📈 Offers & Personalization

Additional offers (e.g. wellness, tours, events) are not automatically recommended
There is no automated offer adjustment depending on the season or target group
Guest behavior (e.g. repeat bookers, preferences) is not systematically used
There is a lack of intelligent upselling when booking or on site
Packages or arrangements are not optimized based on data

📣 Marketing & Reviews

Newsletters or social media posts are created manually
Content (e.g. blog posts, event announcements) is not automatically generated
Guests are not automatically invited to rate or provide feedback
No targeted re-addressing of previous guests (“We miss you!”)
Target group analysis is not data- or AI-supported

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🧘‍♀️ Lifestyle & Services (Yoga, Hairdresser, Cosmetics, Massage)

📞 Customer communication

Customers often ask the same questions about opening hours, prices or procedures
There is no automatic greeting or information after booking/request
Cancellations or rescheduling are done manually
No possibility for 24/7 answers to simple questions (e.g. “What do I need to bring?”)
Responses to Google or social media comments are not automated

📅 Appointment booking & organization

Bookings are coordinated by phone or WhatsApp/Instagram
Appointments cannot be automatically confirmed, postponed or canceled
Reminders (e.g. 24 hours before appointment) are not sent automatically
There is no digital waiting list or automatic gap allocation
No overview of capacity utilization, cancellation rates or peak times

📈 Offer & Upselling

Additional offers (e.g. courses, vouchers, products) are not actively advertised
No automatic recommendations based on customer history or behavior
Promotions or new offers are not delivered to target groups using AI
There is no automatic follow-up email (“How was your visit?”)
No data-based overview of which offers are particularly popular

📣 Marketing & Reviews

Social media posts or newsletters are created manually
There is no automated customer loyalty (e.g. “Happy Birthday” message)
Reviews are not actively collected or systematically evaluated
Automated suggestions for advertising texts or offer descriptions are missing
No targeted re-engagement with inactive customers (e.g. after a 3-month break)

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🏛️ Public administration & NGOs, associations

📞 Citizen/client communication

Recurring questions about responsibilities, deadlines or forms are answered manually
There is no digital assistant (e.g. chatbot or FAQ bot) to relieve the workload of employees
Email requests are not automatically categorized or prioritized
Information on opening hours, contact points or procedures is not provided automatically
No automated communication in case of status changes (e.g. application received, under review)

📄 Administration & Documents

Incoming documents (e.g. forms, receipts) are manually checked and sorted
There is no automatic text recognition (OCR) or data extraction from PDFs
Many processes are based on paper, email or Word documents
Forms cannot be pre-checked using AI (e.g. for completeness, plausibility)
Internal knowledge documents or guidelines are difficult to search

📊 Data & Analysis

Statistics or reports are created or maintained manually
Feedback (e.g. surveys, complaints) is not systematically evaluated
There is no system for early detection of trends, needs or problems
Funding, donations or project applications are not prioritized based on data
Projects are not automatically evaluated for impact or reach

📣 Public Relations & Participation

Content for website, newsletter or social media is created manually
Events, campaigns or calls are not displayed specifically for the target group
Response rates and engagement are not automatically evaluated
There is no automated reminder of important dates or deadlines
Participation processes (e.g. surveys, voting) are not digitalized or AI-supported

Thank you very much! Based on your answers, you can now see where there is concrete potential for AI in your company.
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Industry-specific
Checklists

Select your industry here and make potential visible:

🧾 Financial & Insurance Services

⚙️ Manufacturing & Industry

🛒 Retail & Wholesale

🧱 Construction & Crafts

🧑‍💼 Management Consulting & B2B Services

🚚 Logistics & Transportation

🧑‍⚕️ Medical practices & healthcare

🧑‍🏫 Education & Coaching (including online courses)

🧑‍⚖️ Legal advice / Law firms / Notaries

🏨 Tourism & Hospitality (Hotels, Restaurants, Holidays)

🧘‍♀️ Lifestyle & Services (Yoga, Hairdresser, Cosmetics, Massage)

🏛️ Public administration & NGOs, associations

Industry-specific Checklists

Select your industry here and make potential visible:

🧾 Financial & Insurance Services

⚙️ Manufacturing & Industry

🛒 Retail & Wholesale

🧱 Construction & Crafts

🧑‍💼 Management Consulting & B2B Services

🚚 Logistics & Transportation

🧑‍⚕️ Medical practices & healthcare

🧑‍🏫 Education & Coaching (including online courses)

🧑‍⚖️ Legal advice / Law firms / Notaries

🏨 Tourism & Hospitality (Hotels, Restaurants, Holidays)

🧘‍♀️ Lifestyle & Services (Yoga, Hairdresser, Cosmetics, Massage)

🏛️ Public administration & NGOs, associations

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Industry-specific
Checklists