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Worksheet

How many things are you trying to make work at once?

Every AI tool you add is one more thing that can break. List them, then decide what to finish, fix or drop.

For owners and managers who have added a few AI tools or projects and lost track of which ones are paying off.

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1 List what you're running

Include paid tools, free tools, experiments and projects someone set up. Estimates are fine.

Tool or project 1
Tool or project 2
Tool or project 3
3 of 20 rows

2 Your scope

Things you're trying to make work
0
Monthly spend
$0
Hours saved per week
0
No owner
0
Stalled, broken or not sure
0

Add what you're running to see your scope.

For comparison, the typical small business uses five AI tools. Source: SBE Council Technology Use Survey, March 2026.

3 Finish, fix or drop

Add a tool or project name above to see a useful next step here.

Pick one thing on this list to finish this month before you add anything new.

4 Copy this and send it

A note for your team
Quick one. I'm making a list of every AI tool or project we're using, paid or free. Can you reply with: 1. Anything you use AI for at work, even occasionally. 2. Whether it's actually saving you time. 3. Anything we set up that you've stopped using. No wrong answers. I'm trying to see what's working before we add anything else.

The answers usually include something nobody knew was running.