AI Readiness Assessment.

Eight questions about how work reaches you and what happens next. You'll get a readiness score and the first place automation would pay off.

1. How are inquiries answered outside business hours?

They wait until someone is back Voicemail or an auto-reply Someone on call answers most of them

2. How long does a typical first reply take?

More than a day A few hours Minutes

3. Where do new inquiries get recorded?

Inboxes, notebooks or memory Spreadsheets A CRM or system of record

4. How much of your team's day is repeat data entry?

Hours every day An hour or so Very little

5. Do documents (quotes, packets, agreements) generate automatically?

No, they're built by hand Some templates exist Yes, generated and sent automatically

6. Is follow-up on unanswered leads automatic?

No follow-up happens Manual, when someone remembers Automatic sequences run

7. Do your tools talk to each other?

Not at all A couple of integrations Mostly connected

8. Can you see response times and outcomes in a report?

No visibility We pull numbers manually Automated reporting