Your AI Readiness Assessment Intake

How we contact you with your report

Your name

Email (where the PDF is delivered)

Phone (optional, for emergency questions only)

Business name

About your business

A quick orientation so we know what we're looking at.

Industry or primary service

How long have you been operating?

How many people on your team (including owner, W2, 1099, VAs)?

Approximate annual revenue range

Who are your customers (B2B, B2C, both)?

What tools run your business today

What CRM or customer tracking system do you use? (or none)

How do customers contact you today? (phone, SMS, email, chat, web form, social DM)

How do appointments or jobs get scheduled?

How do you invoice and get paid?

Where do most new customers come from? (rank if possible)

Any other tools you use daily? (spreadsheets, Slack, Google Workspace, Asana, etc.)

What a typical week looks like

This is where most of the actionable findings come from. Be specific.

Walk us through a typical day as the owner. What consumes most of your time?

What does a typical day look like for your team?

What tasks get done over and over every week that feel like copy-paste work?

From first inquiry to paying customer — walk us through every step.

After someone becomes a customer — what happens next? (onboarding, delivery, retention)

Where it hurts

What is the biggest headache in your business right now?

Do you ever miss or lose leads because no one responded fast enough? Describe.

Where is your team most overloaded or burned out?

Is information scattered across multiple tools that do not talk to each other? Examples?

How do you track how the business is doing? Are reports manual?

If you could remove one bottleneck tomorrow, what would it be?

Lead handling

Roughly how many inbound leads or inquiries do you get per week?

How fast does the first response typically go out?

What happens to leads that come in after hours or on weekends?

If a lead goes quiet, who follows up and when?

Roughly what percent of inquiries become paying customers?

What is the average value of a customer (deal size or first-year revenue)?

Customer experience and reputation

Roughly how many Google or Facebook reviews do you have?

How do you currently ask for reviews?

How much of your revenue comes from repeat customers?

What usually causes a customer to churn or stop working with you?

Where you are with AI today

What AI tools, if any, are you or your team already using? (ChatGPT, Claude, notetakers, chatbots, anything)

Have you tried to set up any automation or AI before that did not work out? What happened?

What is your biggest concern about implementing AI in your business?

Where you want to be

Where do you want this business to be 12 months from now?

If you could hand 10 hours of work per week to an AI system, what would you hand off first?

Rough budget range you would consider for the right AI automation

If the right solution showed up, how fast would you want to implement?

Anything else

Anything else we should know about your business or goals?

48-hour turnaround starts now.

Your AI Readiness Assessment intake