Google Sheet + PDF
AI Lifecycle Audit Checklist
40-point inspection covering data readiness, triggered campaigns, and AI guardrails to prep your automation stack for scale.
Last refreshed Jul 1, 2024
### What's inside the audit
- Data validation matrix to confirm every attribute syncing into SFMC, Braze, or Iterable is production-ready.
- Litmus-style QA plan for subject lines, AI-generated variants, and dynamic content blocks.
- Suppression, failover, and monitoring questions to ask your Martech + Data teams.
- Executive summary template to document gaps, effort, and owners.
### How to run it
1. **Inventory signals.** Capture every data feed, channel, and workflow that touches the customer experience.
2. **Score maturity.** Rank each section (Data, Journeys, AI Safeguards, Talent) from 1–5 using the rubric.
3. **Prioritize sprints.** Use the scoring sheet to auto-generate a backlog grouped by effort vs. impact.
### Why teams use it
- It takes 90 minutes to run and becomes the backbone for your next-quarter roadmap.
- Gives leadership clarity on risk, cost, and staffing needs without a 60-page deck.
- Aligns AI experimentation with compliance so you can ship faster *and* safer.
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