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AI Readiness Assessment for Corporate & Enterprise Departments

This questionnaire helps us understand how your firm currently uses AI and automation, so we can identify practical ways to enhance productivity, improve compliance, and elevate client experience.
📌 All responses are confidential. This assessment evaluates your firm’s AI readiness and highlights opportunities where Voice AI, AI Agents, and Automation can improve accuracy, compliance, and client experience.
16 Questions, 5-7 Minutes

SECTION 1: About You (3 questions)

Q1: What's your company name?

Q2: Which department are you in?

Single selection
Q2: Which department are you in?
A
B
C
D
E
F
G
H
I
J
K

Q3: How many people work in your company?

Single choice
Q3: How many people work in your company?
A
B
C
D
E

SECTION 2: Decision Authority & Budget (3 questions - BANT)

Q4: Are you the primary decision-maker for technology purchases in your department?

Single choice
Q4: Are you the primary decision-maker for technology purchases in your department?
A
B
C
D

Q5: Have you allocated budget for AI or automation this year?

Single choice
Q5: Have you allocated budget for AI or automation this year?
A
B
C
D

Q6: What's your timeline for implementing AI solutions?

Single choice
Q6: What's your timeline for implementing AI solutions?
A
B
C
D
E

SECTION 3: Current Operations (4 questions)

Q7: Which tasks consume MOST of your team's time?

Select up to 3 in your related department

Q8: How does your team typically communicate and collaborate?

Select all that apply
Q8: How does your team typically communicate and collaborate?
A
B
C
D
E
F
G

Q9: What systems does your department currently use?

Select all that apply
Q9: What systems does your department currently use?
A
B
C
D
E
F
G

Q10: On average, how long does it take your team to respond to internal/external requests?

Single choice
Q10: On average, how long does it take your team to respond to internal/external requests?
A
B
C
D
E

SECTION 4: AI Opportunities (3 questions)

Q11: Which ONE area would benefit MOST from AI right now?

Select all that apply
Q11: Which ONE area would benefit MOST from AI right now?
A
B
C
D
E
F
G
H

Q12: What's your biggest operational challenge?

Select all that apply
Q12: What's your biggest operational challenge?
A
B
C
D
E
F
G

Q13: Are you currently using any AI or automation tools?

Select all that apply
Q13: Are you currently using any AI or automation tools?
A
B
C
D
E

SECTION 5: Next Steps (3 questions)

Q14: If AI could save your team 10 hours per week, how would you use that time?

Select all that apply
Q14: If AI could save your team 10 hours per week, how would you use that time?
A
B
C
D
E
F

Q15: Which describes your department's approach to technology?

Single choice
Q15: Which describes your department's approach to technology?
A
B
C
D

Q16: What's your preferred next step?

Single choice
Q16: What's your preferred next step?
A
B
C
D

SECTION 6: Contact Information (Required for all)

Email Address

Full Name

Phone Number (Optional)

Best time to contact you

Best time to contact you
A
B
C
D