AI-First Business Assessment | Transform Your Business with AI

About Your Business

What industry is your business in?

Manufacturing Logistics / Supply Chain / Distribution Professional Services (Accounting, Legal, Consulting) Healthcare / Medical Construction / Real Estate Retail / E-commerce Technology / SaaS Other

About Your Business

What is your company's annual revenue?

Under $1M $1M - $5M Up to $10M More than $10M

About Your Business

How many employees does your company have?

1-5 (just me or small team) 6-20 21-50 51-100 More than 100

About Your Business

What is your role?

Owner / Founder / CEO Operations Manager / COO Finance / CFO Department Head Other

Where Is Your Time Going?

How many hours per week do you or your team spend on repetitive administrative tasks?

Examples: data entry, copying information between systems, creating reports, sending routine emails

Less than 5 hours 5-10 hours 10-20 hours 20-40 hours More than 40 hours

Where Is Your Time Going?

Which of these tasks consume the most time in your business?

Select up to 3

Where Is Your Time Going?

What is your biggest operational frustration right now?

Your Current Processes

How would you describe your current processes?

Most things are documented and standardized Some processes are documented, others are "in people's heads" Very few formal processes - we figure it out as we go I'm not sure

Your Current Processes

What tools/software does your business currently use?

Select all that apply

Your Current Processes

How often do errors occur in your manual processes?

Examples: wrong data entered, missed follow-ups, incorrect invoices, delayed responses

Rarely - things usually go smoothly Occasionally - a few issues per month Frequently - issues happen weekly Constantly - errors are a major problem

Your Current Processes

When something goes wrong in a process, how easy is it to find where the problem occurred?

Very easy - we can trace it immediately Somewhat easy - takes some digging Difficult - often unclear what went wrong Very difficult - we rarely figure out the root cause

Customer Journey

How do most customers find and contact your business?

Website inquiry / form submission Phone calls Email Referrals / word of mouth Social media Trade shows / events Paid advertising Other

Customer Journey

What happens after a potential customer first contacts you?

Select all that apply

We manually respond to each inquiry Information gets entered into a CRM or spreadsheet We send a follow-up email or call We schedule a meeting or consultation We send a quote or proposal We don't have a consistent process

Customer Journey

How long does it typically take from first customer contact to closing a sale?

Same day 1-7 days 1-4 weeks 1-3 months More than 3 months Varies significantly

Customer Journey

After a sale is made, what happens next?

Select all that apply

Order is entered manually into another system Invoice is created and sent manually Customer receives onboarding information Fulfillment / delivery is coordinated Follow-up communication is sent Customer is added to a nurture sequence Nothing formal - we handle it case by case

Customer Journey

What percentage of your customers are repeat buyers?

Less than 10% 10-30% 30-50% More than 50% Not sure

Financial Processes

How are invoices currently created and sent?

Completely manual (typed from scratch each time) Semi-automated (template, but manual entry) Mostly automated (generated from CRM or system) Fully automated

Financial Processes

How do you currently track who owes you money and follow up on late payments?

Manual tracking in spreadsheets Accounting software with manual follow-up Some automated reminders Fully automated collections process We don't have a consistent process

Financial Processes

How much time is spent on monthly reporting and financial review?

Less than 2 hours 2-5 hours 5-10 hours More than 10 hours

Team & Communication

How does your team currently communicate about tasks and projects?

Email Messaging apps (Slack, Teams, WhatsApp) Project management software Meetings Verbally / informally Combination of all the above (no single system)

Team & Communication

How often do things "fall through the cracks" because of miscommunication or lack of follow-up?

Rarely Sometimes (monthly) Often (weekly) Constantly

Team & Communication

How do new employees or contractors learn your processes?

Formal training program with documentation Informal training - shadow someone They figure it out as they go We don't have a consistent approach

Readiness & Goals

Have you tried automating any processes before?

Yes, successfully Yes, but it didn't work well No, but I've researched it No, this is new to me

Readiness & Goals

What is holding you back from implementing automation?

Select all that apply

Not sure where to start Don't have time to implement Concerned about cost Worried about complexity Don't trust the technology Tried before and it failed Current team resistant to change Nothing - I'm ready to move forward

Readiness & Goals

If you could automate ONE thing in your business tomorrow, what would it be?

Readiness & Goals

What would success look like for you 6 months from now?

Select all that apply

Save 5+ hours per week on admin tasks Reduce errors and improve consistency Respond to customers faster Generate more leads without more effort Have better visibility into my business Scale without hiring more people Other

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