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AI Assessment for Growing Businesses

9 questions, ~5 minutes. Get a personalized AI action plan delivered in under 24 hours — free.

1. What's your name, position and business name?

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2. What does your business do, and who are your primary customers?

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3. How many people are on your team (full-time equivalent)?

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3. How many people are on your team (full-time equivalent)?

A

Just Me

B

2-5

C

6-15

D

16-50

E

50+

4. Current AI & Tech Stack

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4. Current AI & Tech Stack

A

We use ChatGPT or similar for occasional writing and brainstorming

B

We use AI for content creation (social media, emails, blog posts)

C

We have automated workflows (Zapier, Make, or similar)

D

We use AI tools for customer support or lead response

E

We have a CRM that’s actually being used

F

We have custom dashboards or internal tools

G

We have a dedicated tech lead or CTO

H

Honestly — we’re not using much beyond email and spreadsheets

5. What’s one repetitive task or process that eats more time than it should every week?

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6. How are new leads, inquiries, or inbound requests handled right now?

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7. Where does the most day-to-day friction show up in your business? Pick the top 3 areas.

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7. Where does the most day-to-day friction show up in your business? Pick the top 3 areas.

A

Lead response and follow-up (slow or inconsistent)

B

Scheduling and dispatch coordination

C

Customer communication (repeating the same info)

D

Estimates, quotes, or pricing

E

Internal reporting and data tracking

F

Bookkeeping, billing, or invoicing

G

Employee onboarding and training

H

Managing multiple software tools that don’t talk to each other

8. What’s your current relationship with AI in your business?

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8. What’s your current relationship with AI in your business?

A

Curious but haven’t done anything yet

B

Trying a few tools but not seeing real results

C

We want to do more but don’t know where to start

D

We have a plan but need someone to execute it

E

We’re already implementing — looking for expert guidance

9. If you could free up time, reduce costs, or increase revenue with AI — what would matter most to you in the next 3–6 months?

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How would you like to receive your assessment results?

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How would you like to receive your assessment results?

A

Email (PDF report)

B

15-minute phone call walkthrough

C

Zoom walkthrough (we’ll share the report live)