A clear, honest, and practical AI Readiness Audit designed specifically for non profits.
No jargon. No hype. No expensive tools.Just clarity built for mission-driven teams.
Most leaders are overwhelmed and asking the same four questions:
Where do we even start?
Which AI tools actually help nonprofits?
What should we avoid because of ethics, risk, or wasted money?
Are we actually ready — or will AI create more chaos?
Vendors make big promises.
Consultants push shiny tools.
But 95% of AI pilots fail due to unclear workflows and poor readiness — especially in mission-driven organizations with lean teams and sensitive data.
Your nonprofit deserves a clearer path.

This step-by-step assessment evaluates your real readiness across 10 nonprofit operational areas, including:
Fundraising workflows & donor stewardship
Grant management & storytelling assets
Program data & outcomes reporting
Volunteer systems & staff capacity
Daily operations & manual processes
Data quality, access, and integrations
Compliance, security, and risk
Equity, transparency, and community consent
Impact tracking & measurement
Ethical guardrails for AI use
This audit doesn’t just show if you’re “ready for AI.”
It shows exactly where AI will help — and where it will create problems.
✔ Corporate AI frameworks don’t fit nonprofit realities.
So we built one that does: simplified, ethical, and tied to mission-critical outcomes.
✔ It measures the systems that determine whether AI helps or hurts.
✔ It uses a validated scoring model created for lean teams. Clear, quantitative, and easy to interpret.
✔ Your responses are analyzed by a human consultant, not AI alone. Your report is hand-crafted by an SMB consultant who interprets your responses and gives specific recommendations aligned with your capacity and mission.
✔ It gives you quick wins + a 90-day roadmap. Because nonprofits don’t have time to waste or money to gamble.

Overall AI Readiness Score (0-100)
Section by section strengths and gaps
Your top 3-5 recommended AI use cases
A 90 day improvement roadmap tailored to your capacity
Ethical considerations & risk flags if compliance or data maturity scores are low
This is the same framework used in SMB Strategy Systems’ consulting engagements — adapted for a self-paced format nonprofits can afford.
Simple process fixes
Quick fundraising and stewardship upgrades
Practical ways to improve data quality
Clear steps to prepare your staff and board
Think of this as future-proofing your organization, one practical step at a time.
Avoid wasted spending on the wrong tools, or buying AI before your systems can support it.
Whether you are brand new to AI or already experimenting, this audit meets you exactly where you are — and shows you the smartest next step forward.
Most nonprofits we work with fall into one of four categories:
High Readiness: Ready for segmentation, automation, dashboards, and advanced AI storytelling.
Partial Readiness: Good foundations, only need a few process improvements before adding AI tools.
Limited Readiness: Some structure exists but data and workflows need tightening.
Not Ready: AI should not be implemented yet. Focus on basic systems first.
Don't worry!
Wherever you land, you'll get a custom roadmap tailored to your team's reality.

30-Minute Assessment
Clear, guided questions you can answer straight from your phone. No technical knowledge needed.

Personalized Report
Hand-analyzed by a consultant; send directly to your inbox within 24-48 hours. Option to add a free 1:1 with consult to discuss recommendations.

90-day Roadmap
Start with the quick wins, then more towards long-term improvements.
Simple. Human. Actionable.
Ready to get started?
But many nonprofits ask for help to actually implement the roadmap.
After you complete your audit, you'll have the option to Book a free 1:1 AI Strategy Consultation where we help you:
Prioritize implementation
Identify AI-ready documents and data
Build simple AI assistants tailored to your work
Strengthen operations & reporting foundations
Design ethical and safe AI processes
Choose the right tools (not the expensive ones)
This step is completely optional, the audit stands on its own.
But if you want expert partnership, we're ready to help.
Takes about 30 minutes. No jargon. No sales pressure.
Just clarity on what will move the needle for your nonprofit.
The audit should take you less than 30 minutes to complete.
You will receive a set of results immediately upon completion of the audit. This will provide insights by category in terms of where your opportunities lie.
Your comprehensive insights and recommendations will be delivered within 24-48 hours post-completion. This time it is used for the S&B strategy consultant to analyze your results and build you a personalized, hand-crafted set of insights.
This is a common question. In short, yes, multiple people within your organization can complete the audit. This helps provide varied insights and perspectives from multiple points of view. However, the final results will be compiled into a single set of insights and recommendations for your organization.
We do ask that you limit the total number of people to three, given the amount of effort put in to aggregate and analyze multiple responses.
Short answer, yes! Whether you're a small non-profit or a large non-profit, the insights provided within this audit and your results will give you clarity and focus specific to your current business.
We understand that you want assurance before making a purchase, and we want you to feel confident in your investment!
Why We Do Not Offer a Money-Back Guarantee
✨ Comprehensive and Personalized Value: Our product is not a generic, off-the-shelf solution. It is comprehensive, detailed, and highly personalized to your specific needs and context. This significant, up-front investment of time and resources is dedicated entirely to creating value just for you.
🧠 Confidence in Our Offering: We firmly believe in the depth and quality of the personalized analysis, data, or content you receive. Based on the positive feedback from our customers, we are confident that you will find far more value in the product than the price you pay for it.
🚫 Our Commitment is Up-Front: Because the full value of the product is delivered upon completion and is specific to you, we cannot reverse the service. Therefore, we do not offer a money-back guarantee. We encourage you to review all of the details about what our product includes before purchasing, as all sales are final.
SMB Strategy Systems was born from a simple belief: growing businesses deserve access to the same level of strategic clarity, operational rigor, and future-ready tools as the Fortune 500. With over 60 years of combined experience across health insurance, e-commerce, tech, and finance, our founders came together to close the gap.
We've sat in executive boardrooms, managed multi-million-dollar programs, and built scalable systems in high-stakes environments. But our passion lies in helping entrepreneurs, founders, and lean teams build smart, sustainable businesses—on their own terms.
We're not here to deliver a binder of recommendations and disappear. We walk with you through the messy middle of growth, aligning your strategy, systems, and people to what actually moves the needle.
AI isn't just for the Fortune 500...and knowing where, when, and how to deploy it is where you can maximize the use of every dollar and your community impact.
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