How much time does your team spend on repetitive, manual data entry or document processing?

Very little - most processes are already automated

Significant - it's a major time drain

How standardized are your core business processes?

Fully documented with clear SOPs

Mostly documented with some gaps

How do you currently handle scheduling, reminders, and follow-ups?

Automated systems with minimal manual intervention

Mix of tools with some automation

Primarily manual with basic calendar tools

Mostly manual - things fall through cracks

How quickly can you respond to customer inquiries outside business hours?

Instantly via automated systems

Within a few hours via on-call staff

Response times are inconsistent

How personalized is your customer communication?

Highly personalized using customer data

Somewhat personalized with segments

Basic personalization (name only)

How do you currently qualify and prioritize leads?

Automated scoring based on behavior and data

First-come, first-served approach

How accessible is your business data for analysis?

Centralized data warehouse with dashboards

Multiple systems with some integration

Scattered across spreadsheets and tools

Data is siloed and hard to access

How do you currently use data to make business decisions?

Data-driven with predictive analytics

Regular reporting influences decisions

Occasional analysis when needed

Mostly gut instinct and experience

What is the quality of your customer and operational data?

Clean, consistent, and well-maintained

Poor - duplicates and outdated info

Do you have someone who can champion AI initiatives?

Yes, with dedicated time and authority

Yes, but as part of other responsibilities

Not yet, but open to assigning someone

No, and unsure who could take it on

How much time can your team dedicate to learning new tools?

Regular training budget and time allocated

Some time available with planning

Limited - everyone is stretched thin

How modern is your current technology stack?

Cloud-native with API integrations

Mix of modern and legacy systems

Mostly older systems with limited APIs

Primarily manual or paper-based

How easily can your current tools connect with new software?

Open APIs and integration platforms in place

Some integration capability with effort

Limited - requires custom development

Very difficult - systems are isolated

What is your budget flexibility for AI/automation investments?

Dedicated innovation budget available

Can reallocate from efficiency gains

Limited but possible for proven ROI

Very constrained - need to see value first

Free AI Readiness Checklist

AI Readiness Assessment

Take this 5-minute assessment to discover your organization's AI readiness score. You'll receive personalized insights and recommendations based on your answers.

What you'll discover:

Your overall AI readiness score (0-100%)
Breakdown by 5 key capability areas
Personalized recommendations for your next steps