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AIReady Australia — Client Intake
What is the name of your business?
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Your full name
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Where should we send your report? (email address)
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Best number to reach you (optional)
Which audit did you purchase? (Starter $497 / Business $997 / Enterprise $1,997)
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What industry is your business in?
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Where is your business based?
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How many full-time equivalent staff do you have?
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Roughly what is your annual revenue?
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Your business website (if you have one)
These sections take about 12–18 minutes. Rough estimates are fine. The more specific you are, the better the audit.
Please include numbers where possible:
- volume per week or month
- time spent per task
- staff involved
- tools used
- delays, errors, or missed opportunities
- any budget or compliance constraints
Section 1 — Business Model & Market Context
Q1 — Business Priorities *(Multiple Choice — Required — Select up to three)
What are your top 3 business priorities for the next 12 months?
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What are your top 3 business priorities for the next 12 months?
A
Save time on admin
B
Grow leads and sales
C
Improve customer response speed
D
Reduce costs
E
Improve reporting and visibility
F
Reduce errors and rework
G
Scale without hiring at the same pace
H
Improve team consistency
I
Reduce compliance or privacy risk
J
Build a longer-term AI capability
K
Other
Q2 — Revenue Drivers
List your top 3 offers and note which ones matter most financially.
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Q3 — Customer Segments
Who are your most important customer segments?
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Q4 — Competitive Advantage
Why do customers choose you over competitors?
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Q5 — Main Competitors
Who are your main competitors or alternatives in the market?
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Q6 — Lead & Sales Channels
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Q6 — Lead & Sales Channels
A
Google search / SEO
B
Google Ads
C
Facebook / Instagram
D
LinkedIn
E
Referrals
F
Repeat customers
G
Partnerships
H
Walk-ins
I
Outbound sales
J
Marketplaces / directories
K
Events / networking
L
Other
Where do most of your leads or sales come from today? Note your top 2 channels in order of importance.
Section 2 — Current AI Position
Current AI Usage
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Which best describes your current use of AI or automation?
Q8 — Tools Used, Trialed, or Dropped
Which AI or automation tools are you using now, have trialed, or have stopped using? Include what happened.
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Q9 — Biggest AI Challenge
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What is your biggest AI challenge right now?
Q10 — Non-Negotiables & Constraints
What constraints must any recommendation respect?
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Section 3 — Workflows & Pain Points
Q11 — Top 3 Workflows to Review
List the top 3 workflows you most want reviewed.
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Q12 — First Task to Eliminate
If you could eliminate one task or activity first, what would it be?
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Q13 — Delays, Rework & Mistakes
Where do delays, rework, or mistakes happen most often in your business?
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Q15 — Approval & Handover Bottlenecks
Where does work get stuck waiting for approvals, information, or another team member?
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Section 4 — Systems, Data & Risk
Q16 — Core Software Stack
What software and apps does your business use day to day, and what is each one used for?
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Q17 — Manual Workarounds & Integration Gaps
Where do staff re-enter data, copy and paste between tools, or rely on spreadsheets because systems don’t talk to each other?
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Q18 — Where Data Lives *(Multiple Choice — Required — Select all that apply)*
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Q18 — Where Data Lives *(Multiple Choice — Required — Select all that apply)*
A
Spreadsheet
B
Accounting software
C
CRM
D
Industry-specific software
E
Shared cloud drive
F
Email inboxes
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Paper / printed forms
H
Multiple staff members’ personal folders
I
It mostly lives in people’s heads
J
Other
Where does important business data live today?
Q19 — Data Quality Issues
What data quality problems create the most pain today?
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Q20 — Sensitive Data, Compliance & Rules
Do you handle any sensitive, regulated, or high-risk data or processes? Include any rules about storage, sharing, retention, approvals, or human review.
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Section 5 — People, Ownership & Success
Q21 — Team Readiness
How ready is your team to adopt new tools, and who would likely champion or resist AI-related changes?
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Q22 — Ownership
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Who would most likely own implementation if a recommendation made sense?
Q23 — Change Capacity in the Next 90 Days
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How much change can your business realistically absorb in the next 90 days?
Q24 — Success Measures
What would make this audit a clear success in the next 90 days? Include 2–3 measurable outcomes if possible.
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Q25 — Anything Else
Anything else we should know that would affect the recommendations?
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Submit
