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TAKTOS AI Readiness Snapshot
AI isn't just for tech companies.
Small businesses using automation strategically save 10+ hours/week and grow 40% faster than their competitors.
This 2-minute assessment shows you exactly where you stand — and your three fastest wins.
How often does your business currently use AI tools?
How often does your business currently use AI tools?
A
Never or rarely
B
A few times per month
C
Weekly or more
How connected is your software stack?
(CRM, scheduling, invoicing, communication tools)
How connected is your software stack?
A
Mostly manual / disconnected
B
Some tools sync with each other
C
Highly integrated / automated
How well are your repetitive processes documented?
(Scheduling, quoting, follow-ups, onboarding)
How well are your repetitive processes documented?
A
Not documented / "in people's heads"
B
Partially documented
C
Clearly mapped and repeatable
Have you identified specific tasks that could be automated?
Have you identified specific tasks that could be automated?
A
Not yet / unsure where to start
B
A few ideas but not prioritized
C
Yes, we know our top 3 automation targets
How comfortable is your team with adopting new technology?
How comfortable is your team with adopting new technology?
A
Resistant or hesitant
B
Open but need guidance
C
Quick adopters / tech-savvy
Does your team get any training or guidance on AI tools?
Does your team get any training or guidance on AI tools?
A
None
B
Informal / as-needed
C
Regular training or clear resources
How organized is your business data?
(Customer info, quotes, job history, documents)
How organized is your business data?
A
Scattered across tools / hard to find
B
Partially organized
C
Centralized and easily accessible
Does your team have guidelines about using AI with company data?
(What can/can't be shared with ChatGPT, security practices, etc.)
Does your team have guidelines about using AI with company data?
A
No guidelines
B
We've discussed it informally
C
Yes, clear rules are documented
Do you track the time/cost of tasks that could be automated?
Do you track the time/cost of tasks that could be automated?
A
We don't track this
B
Rough estimates only
C
We track specific metrics
Do you have a budget or timeline for AI/automation initiatives?
Do you have a budget or timeline for AI/automation initiatives?
A
Not yet / no budget allocated
B
Considering for next quarter or year
C
Budget and timeline are set
Where do you see AI having the biggest impact in your business?
Where do you see AI having the biggest impact in your business?
A
Not sure yet / exploring options
B
A few areas identified
C
Clear priorities with a vision
What's your current approach to AI adoption?
What's your current approach to AI adoption?
A
Waiting to see what others do
B
Experimenting but no formal plan
C
Actively implementing with intention
What is your name?
What's your email address?
What's your business name?
I agree to receive emails from TAKTOS about AI readiness resources and services.
I agree to receive emails from TAKTOS about AI readiness resources and services.
Yes
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