Free Delphi resource
Download the Company Brain Checklist.
Before AI agents can operate inside a business, the company needs an organized source of truth. This checklist shows what must be mapped, cleaned, and governed first.
Why this matters
Your company cannot scale AI until its knowledge is organized.
Most companies do not have an AI problem first. They have a knowledge organization problem. The checklist helps leadership see whether the business is ready for role-specific AI agents.
The checklist reviews
A Company Brain turns scattered documents, SOPs, policies, scripts, and decision rules into context that employees and AI agents can use.
- Company identity and approved positioning
- Offers, pricing, qualification rules, and policies
- Sales process, follow-up, and objection handling
- Customer questions and communication rules
- Operations, SOPs, and recurring workflows
- Approval gates, escalation paths, and sensitive-data boundaries
Scoring model
Mark each area as ready, partial, or missing.
- 01
Ready
Documented, accurate, easy to access, and current enough for an employee or agent to use.
- 02
Partial
Exists somewhere, but scattered across files, inboxes, tools, or employee memory.
- 03
Missing
Mostly undocumented, outdated, or trapped in the heads of a few people.
What you will see
The checklist turns AI readiness into a concrete operating map.
- 01
See which knowledge gaps would weaken AI output quality
- 02
Identify what must be organized before employee agents are deployed
- 03
Create a practical starting point for a Company Brain build
- 04
Prepare leadership to define approval and escalation rules
Turn the checklist into a plan
Want Delphi to review your Company Brain gaps?
Send the checklist back with notes or request a Company Brain Readiness Review. Delphi will help identify what to organize first and which employee agents the business should build next.