Are you actually ready to go digital? Score yourself in 15 minutes.
A 38-point readiness checklist for Indian small businesses (5-30 person teams) about to invest in software, websites, or automation. Catch the gaps before you spend.
Most digital-transformation projects fail at Indian SMEs not because the software is wrong, but because the basics weren't ready: no clean customer list, no clear ownership of who-does-what, no internet at the warehouse, no GST-compliant invoice template. This checklist surfaces all 38 prerequisites so you know what to fix before you spend.
What you get
- 38 yes/no checks across 7 readiness categories
- Identifies blockers before you sign a software contract
- INR-priced fixes — no "hire a consultant" answers
- Built from 17 years of Indian SME implementations
- Free PDF, no follow-up unless you ask
What’s inside
- Foundation (5 checks): GSTIN, current account, business email, founder identity proofs, basic insurance
- Customer data (6 checks): clean customer list, contact-permission record, segmentation, opt-out handling, DPDP awareness
- Operations (6 checks): clear org chart, who-owns-what for digital, internet at all locations, basic IT support, backup discipline
- Money (5 checks): UPI accept, online payment gateway, GST-compliant invoice template, accounting software (Tally/Busy/Zoho), reconciliation routine
- Customer touch (6 checks): WhatsApp Business, public phone number, monitored email, Google Business Profile, working website, social proof
- Compliance (5 checks): privacy notice, terms-of-service, refund policy if applicable, DPDP basic checklist, sector-specific licenses
- Team readiness (5 checks): owner buy-in, point person for the project, 8-12 week protected calendar, training willingness, change-management plan
Get your free copy
Drop your details — we’ll WhatsApp you the link in under a minute. No follow-up sales call unless you ask.
Who this helps
- Owner-operators considering their first major software investment
- Family businesses transitioning to a more systematic operation
- Anyone who's been burned by a half-finished software project before
- Teams scaling past 10 people, where Excel + WhatsApp groups stop working
Frequently asked questions
Is this for me if I'm a one-person business?
Partially — about 22 of the 38 checks apply to solos. We're working on a separate solo-founder version. For now, skip the team and operations sections.
What if I score badly?
That's exactly what the checklist is for. A bad score is good news — it means you've spotted the gaps before spending lakhs on software that won't work because of them. Each failing check has a suggested fix with INR cost.
Will Big Helpers help us close the gaps?
Yes — the readiness phase is often the cheapest part of any project. We offer a paid 2-week readiness sprint (₹35,000) that closes most foundational gaps. Or you can fix them yourself; the checklist tells you how.
Is this DPDP-compliant in itself?
The checklist itself is just educational content. It does mention DPDP as one of the 38 checks. We're not lawyers — for a formal DPDP audit, talk to a data-protection specialist or our DPDP-compliant software development team.
How long does the checklist take to fill?
15-20 minutes if you know your business well. 60-90 minutes if you need to verify some items (e.g. dig out the GST invoice template, check the customer list count).
Related Big Helpers services
Ready to build your digital roadmap?
Talk to a senior engineer in 24 hours — no juniors, no sales reps, no jargon. Just a clear scope, an honest estimate, and a build plan.