Question 1 of 10

How does your team currently handle repetitive tasks?

Entirely manual — lots of copy-paste and data entry Some spreadsheets and basic tools, but still time-consuming We have some automation (Zapier, etc.) but it's fragmented Well-automated workflows that save significant time

Question 2 of 10

How is your customer data organized?

Scattered across spreadsheets, emails, and sticky notes Basic CRM but data quality is inconsistent Well-organized CRM with decent data quality Centralized data platform with clean, structured data

Question 3 of 10

How do you handle lead follow-ups?

Manually — sometimes leads fall through the cracks Manual but we try to follow up within 24 hours Basic email sequences, but not personalized Automated sequences with personalization and scoring

Question 4 of 10

What's your team's comfort level with AI tools?

Haven't really tried them — feels intimidating Some team members use ChatGPT occasionally Regular use of AI tools for specific tasks Confident exploring and implementing new AI tools

Question 5 of 10

How documented are your business processes?

In people's heads — tribal knowledge rules Some documentation, but often outdated Core processes documented and maintained Comprehensive SOPs, regularly updated

Question 6 of 10

How do you make business decisions?

Gut feel and experience — we don't have much data Some data, but hard to access or analyze Regular reporting with decent insights Data-driven dashboards and analytics culture

Question 7 of 10

What's your current tech stack situation?

Basic tools (email, spreadsheets) — nothing integrated Various tools, but they don't talk to each other Core systems integrated (CRM, email, billing) Modern stack with APIs ready for AI integration

Question 8 of 10

How would you describe your team's capacity?

Overwhelmed — barely keeping up with basics Busy — little time for improvement projects Manageable — some bandwidth for optimization Strategic — actively looking for leverage points

Question 9 of 10

What's your budget mindset for improvement?

Tight — need to prove value before spending Moderate — willing to invest if ROI is clear Growth-focused — prioritize high-impact investments Aggressive — ready to move fast on opportunities

Question 10 of 10

What's your biggest AI concern?

Don't know where to start — too many options Worried about disrupting current workflows Need to ensure team adoption and training Finding the right implementation partner

AI Readiness Score

AI Readiness Score

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