Business Automation & AI Readiness Assessment
For each question, select the option that best reflects your business. At the end, see how many hours your team may be spending on repetitive, manual, or inefficient tasks each week.
Section 1: Administrative Tasks
1. How many hours per week are spent manually entering customer information into software, spreadsheets, or CRM systems?
2. How many hours per week are spent manually scheduling appointments, estimates, or service calls?
3. How many hours per week are spent responding to routine customer questions?
Section 2: Lead Management
1. How many calls or leads are missed each week because nobody was available to answer?
2. How many hours are spent following up with prospects manually?
3. Do leads automatically receive follow-up texts, emails, or appointment reminders?
Section 3: Data & Reporting
1. How many hours per week are spent creating reports?
2. Do employees enter the same information into multiple systems?
3. How often do errors occur because of manual data entry?
Section 4: Operations
1. How much time is spent assigning work orders, dispatching crews, or coordinating jobs?
2. How often are employees waiting for information, approvals, or paperwork?
3. Do you have documented processes for routine business tasks?
Section 5: AI Readiness
1. Do you currently use AI tools in your business?
2. Would automated appointment scheduling save your team time?
3. Would an AI phone receptionist help capture missed calls?
4. Would automated customer follow-up increase sales opportunities?
5. Would automated reporting save management time?