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2-minute assessment

AI Readiness Assessment

Answer a few simple questions and get a plain-English recommendation for where AI automation might help first.

Step 1 of 5

Tell us about your business

What best describes your business?Professional servicesHome services / tradesInsuranceFinancial servicesReal estateHealthcareManufacturingLogisticsSomething else

How big is your team?Solo or micro team (1–5)Small team (6–15)Growing business (16–50)Established business (51–200)Large business (200+)

Where does the time go?

Which repetitive tasks take the most time? (Select all that apply)Customer follow-upScheduling and remindersIntake and formsReportingDocument reviewEmail managementCRM updatesInternal adminSomething else

Roughly how many hours per week does repetitive work take?Less than 5 hours5–10 hours11–25 hours26–50 hoursMore than 50 hours

Where does the pain show up most?

Which area causes the most friction?New customer intakeFollow-upInternal handoffsReportingSchedulingDocument handlingBilling and invoicingNot sure yet

What tools do you use today? (Select all that apply)EmailSpreadsheetsA CRMA scheduling toolAn accounting systemProject management softwareIndustry-specific softwareSomething else

How ready are your workflows?

How standardized are your processes?Mostly in people's headsSome written stepsMostly documentedVery standardized

How comfortable is your team with new technology?Low — we keep it simpleMedium — comfortable with the basicsHigh — we adopt new tools easilyMixed across the team

When would you like to make progress?As soon as possibleThis quarterWithin 6 monthsJust exploring

What budget range are you considering?Under $2,500$2,500–$5,000$5,000–$15,000$15,000+Not sure yet

Where should we send your recommendation?

How would you like us to follow up?Schedule a consultationRequest an AI callbackEmail me recommendations

First Name * (required)Last Name * (required)Business Name * (required)Email * (required)Phone Number (optional)

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Your recommendation will appear here.

We will suggest a practical starting point based on repeatability, data readiness, and business impact.

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