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Before any AI touches your customers
# The Owner's AI Checklist
Eight rules, one question to ask about each, and a score from 0 to 3. Tap a score on each rule and the page adds it up. Use it on any system anyone offers you, mine included, or print it and take it into the meeting.
## How to score each rule
- 0: Nobody can say. There is no rule.
- 1: A rule in words. Someone promised.
- 2: A check that catches a slip after it happens.
- 3: The slip is impossible by construction.
01
### It asks before it sends, spends or deletes, until you approve a task to run alone.
Ask: show me the list of actions it may take without a person. If the answer is that it is smart about it, score 1. If the gate sits inside the AI rather than outside it, score 2 at most.
02
### Every action is logged in plain English: what it did, when, and why.
Ask: let me read yesterday's log, now. If it takes a developer to produce it, score 1. If the system itself can edit or delete that log, score 0.
03
### It runs inside your accounts. Your data, your customer list and your records stay yours.
Ask: where does the data live, and who can export it today? If the answer is the vendor's servers under the vendor's login, score 1.
04
### When it is unsure, a person decides, with a draft already written.
Ask: what happens when it does not know? Listen for "it will figure it out". That is a 1.
05
### Client information goes only to tools you have approved.
Ask: for the written list of every outside service it talks to. If nobody can produce the list, score 0.
06
### Every part has an off switch. Turn one off and that work returns to your team.
Ask: turn one part off while I watch, and show me the work landing back with a person. A support ticket is not a switch.
07
### Nothing runs alone until it passes inspection on your real work.
Ask: how long did it run beside the team, drafting only, before it acted alone? "We tested it" is not a period of time.
08
### Before it goes live, it passes a launch checklist: it says it is automated wherever the law asks, texts go only to people who agreed to them, every marketing email carries an opt-out, and every form carries a privacy notice.
Ask: show me the launch checklist, approved and dated. No checklist, score 0.
0: of 24
Tap a score on each rule. Nothing you tap leaves this page.
Add it up. Anything under 3 on a rule is a conversation to have before you approve anything. Want it scored with evidence? [The 48-hour scan](https://contractoros.tech/scan).
| Drawn by | [Sebastian Pirchi](https://contractoros.tech/team), Custom AI Systems |
| Based in | Los Angeles, California |
| Use | Free to print, share and use on any vendor. Quote it with a link. |
| Email | info@contractoros.tech |

Source: https://contractoros.tech/checklist