AI Readiness Assessment

About Your Business

Help us understand your company basics.

Your Name *

Business Name *

Email *

Phone (optional)

Industry *

Company Size *

Your Role *

Where Are You Struggling?

Select all areas where your business is losing time or money. (Check all that apply)

Email overload — spending too much time in inbox Manual data entry and repetitive tasks Slow response time to customers/leads Scheduling and calendar management Generating content (social media, emails, docs) Tracking leads and follow-ups Onboarding new employees or clients Bookkeeping, invoicing, or financial tracking Finding and organizing information across tools

Anything else you're struggling with?

Your Time & Processes

Help us understand how you currently work.

How many hours/week do you spend on repetitive tasks?

1–5

5–10

10–20

20–30

30+

What tools do you currently use? (Select all)

Gmail / Outlook Google Workspace / Docs / Sheets CRM (HubSpot, Salesforce, etc.) Slack / Teams QuickBooks / Accounting software Social media tools Project management (Asana, Trello, etc.) None / Minimal

How comfortable is your team with new technology? (1 = not at all, 5 = very)

1

2

3

4

5

What Do You Want AI to Solve?

Pick your top priorities — we'll use this to tailor our recommendations.

Save time on email and communication Automate repetitive daily tasks Respond to customers/leads faster Generate content and marketing materials Organize and search company knowledge Streamline sales pipeline and follow-ups Reduce errors in data entry and processes Scale operations without hiring more staff

If AI could solve ONE thing in your business, what would it be?

Budget & Timeline

This helps us recommend the right solution for you.

What monthly budget could you allocate to AI tools/services?

Just exploring — no budget yet $0–$200/month $200–$500/month $500–$2,000/month $2,000+/month

How soon do you want to start using AI?

Immediately — I need this now Within 1 month 1–3 months Just researching for now

How would you like us to follow up?

Email me a summary and recommendations Schedule a free consultation call Both — email + call No follow-up needed — just show my results

AI Readiness Assessment

Assessment Complete!