AI Readiness Assessment
Discover where your business stands on the AI maturity curve.
About Your Business
Business Name
*
Industry
*
Please Select
Retail
Professional Services
Healthcare
Finance
Marketing/Agency
Technology
Education
Real Estate
Other
Number of Employees
*
Just me
2-5
6-20
21-50
50+
Annual Revenue Range
*
Under $100K
$100K-$500K
$500K-$1M
$1M-$5M
$5M+
AI Tools Currently Used
What AI-powered tools does your business currently use?
*
ChatGPT/Claude
Microsoft Copilot
Jasper/Copy.ai
Zapier AI
CRM AI features (e.g. Salesforce Einstein)
Google Workspace AI
Social media AI tools
None
Other
How long have you been using AI tools?
*
We don't use any
Less than 3 months
3–12 months
1–3 years
3+ years
Who manages AI tool usage in your organization?
*
Just me
A team member (informal)
A dedicated role or team
An external vendor
No one — we don't use AI
How consistently are AI tools used across your team?
*
Never
Occasionally
Weekly
Daily
Have you measured ROI or time savings from any AI tool?
*
Yes, formally tracked
Yes, informally
Not yet
Not applicable
Automation Maturity
Which business functions use any form of automation?
*
Email marketing
Scheduling/calendar
Invoicing/billing
CRM and lead tracking
Social media posting
Reporting and analytics
Customer support
None
How would you describe your current automation level?
*
Everything is manual
A few tasks are automated
Core workflows are automated
Most of the business runs on automation
Do your automation tools connect to each other and pass data between systems?
*
No
Some do
Most are connected
Yes, fully integrated
How often do automated processes require manual intervention?
*
Frequently
Sometimes
Rarely
Never
We don't have automation
Does your team have documented SOPs for core business processes?
*
No
Some are documented
Most are documented
Yes, all processes are documented
AI Integration Opportunities
Which area consumes the most time in your business?
*
Content creation
Customer communication
Admin and scheduling
Data analysis and reporting
Sales and lead follow-up
Team coordination and project management
How much time per week does your team spend on repetitive, rule-based tasks?
*
Less than 2 hours
2–5 hours
5–10 hours
10+ hours
Do you currently use AI for customer-facing interactions?
*
Yes
Exploring it
No, but interested
Not relevant to my business
What is your primary business goal in the next 12 months?
*
Scale revenue
Reduce operating costs
Improve client experience
Launch a new product or offer
Grow and hire the team
Where do you experience the most frequent bottlenecks?
Internal Workflows
How are tasks and projects tracked across your team?
*
Verbal or informal
Spreadsheets
A project management tool
Automated workflows with integrations
Do team members follow consistent processes, or does it vary by person?
*
Varies widely
Somewhat consistent
Mostly consistent
Fully standardized
How would you describe the quality and accessibility of your business data?
*
Scattered and inconsistent
Organized but hard to access
Mostly clean and accessible
Centralized and well-structured
How open is your team to adopting new technology?
*
Resistant
Cautious
Generally open
Actively embraces new tools
Do you have a budget allocated for AI tools or implementation?
*
No budget
Under $500/month
$500–$2,000/month
$2,000+/month
Leadership Readiness
How clearly defined are your AI or digital transformation goals?
*
No goals defined
Vague ideas
Somewhat defined
Clearly defined with timelines
Does leadership actively champion technology adoption?
*
No
Somewhat
Yes
We are the drivers of it
Have you allocated dedicated time for AI implementation and learning?
*
No
Occasionally
Monthly
Weekly or more
How would you rate your organization's overall change management capability?
*
Very low
Low
Moderate
High
What is your biggest concern about implementing AI in your business?
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