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AI Readiness Smart Audit

Section 1

1. What is your full name?

2. What is your company name

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3. How big is the team you're trying to optimize?

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3. How big is the team you're trying to optimize?

A

Just me (Solopreneur)

B

2 - 10 Employees

C

11 - 50 Employees

D

50+ Employees

4. First, what best describes your business?

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4. First, what best describes your business?

A

Health & Wellness (Clinics, Gyms, Spas, Dental)

B

Retail & eCommerce

C

Hospitality (Restaurants, Bakeries, Cafes)

D

Non-Profit & Community

Section: Health and Wellness

5a. "Where is your team losing the most time right now? (Multi-select)

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5a. "Where is your team losing the most time right now? (Multi-select)

6a. How do you currently handle missed calls or after-hours inquiries?

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6a. How do you currently handle missed calls or after-hours inquiries?

A

We have an answering service (expensive)

B

They go to voicemail (and we call back when we can)

C

We use an automated text/booking bot

D

I don't know / We miss them

Section: Retail and eCommerce

5b. What is your biggest operational headache? (Multi-select)

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5b. What is your biggest operational headache? (Multi-select)

6b. How accurate is your inventory forecasting right now?

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6b. How accurate is your inventory forecasting right now?

A

Precise (Automated real-time tracking)

B

Okay (We do monthly counts)

C

Guesswork (We often run out of best-sellers)

D

Chaos (We oversell items we don't have)

Section: Hospitality (Restaurants, Bakeries and Cafes)

5c. Which daily task feels like the biggest waste of time? (Multi-select)

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5c. Which daily task feels like the biggest waste of time? (Multi-select)

6c. Do you have an automated way to re-market to past diners?

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6c. Do you have an automated way to re-market to past diners?

A

Yes, we have an automated email/SMS list

B

We post on social media and hope they see it

C

No, we don't track guest data.

Section: Not for Profit

5d. Where do your resources get drained the most? (Multi-select)

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5d. Where do your resources get drained the most? (Multi-select)

6d. How quickly do you acknowledge a new donation?

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6d. How quickly do you acknowledge a new donation?

A

Instantly (Automated)

B

Within 48 hours (Manual process).

C

Weekly/Monthly batching

D

Sometimes we forget

Section 3:

7. If we could wave a magic wand and automate ONE manual process completely, which one would have the biggest impact on your business?

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8. I can run a free AI analysis on your data before we meet. Upload an anonymized sample CSV (e.g., last month's sales, appointment log, or inventory list) and I'll build a custom ROI model for you.

Size limit: 10 MB

Where should I send your AI Audit results? Please provide your email address.

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