AI Readiness Scorecard

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Company Name* This field is required.
4
Company Size* This field is required.
Solo / Freelancer
2-10 employees
11-25 employees
26-50 employees
51-100 employees
101-250 employees
250+ employees
5
How is most of your business information currently stored?* This field is required.(Digital Maturity)
Everything is digital and organized in cloud-based tools (20)
Mostly digital, but in different tools and folders (15)
A mix of paper and digital (10)
Mostly on paper, sticky notes, or unstructured docs (5)
Completely offline (0)
6
How automated are your repetitive workflows?(Process Automation)
Many core processes are fully automated (20)
Some workflows are automated, others still manual (15)
Only a few tools (e.g., Zapier, templated emails) (10)
Everything is manual (5)
Not sure (0)
7
How would you describe your team's openness to using AI tools (e.g. ChatGPT, Claude)?(Culture & Adoption Readiness)
We already use them often (20)
A few team members use them occasionally (15)
Interested but haven't started (10)
Skeptical or resistant (5)
Never considered it (0)
8
Do you have standard procedures (SOPs) or documented workflows?(Process Clarity)
Yes, for most core tasks (20)
Some SOPs are documented (15)
A few scattered notes (10)
No documentation (5)
We figure it out as we go (0)
9
How is your customer/client data organized?(Data Quality)
Centralized in a CRM or system of record (20)
In multiple tools or spreadsheets (15)
In team inboxes or people’s heads (10)
Very fragmented or lost often (5)
No formal structure (0)
10
Do you have someone on your team focused on improving systems or operations?(Operational Focus)
Yes — we have a dedicated ops/tech person (10)
Not formally, but someone tries to own it (5)
No one owns this (0)
11
Score
12
Your AI readiness:

🟥 0–40: Low Readiness

You're at the beginning of your AI and automation journey. The good news? There’s huge opportunity.

👉 See if you qualify for a free consultation to get you moving in the right direction. Book a call HERE
13
Your AI readiness:

🟨 41–70: Moderate Readiness

You’ve got some of the right systems in place — but there’s room to streamline, connect tools, and reduce manual work.

Try our Automation ROI Calculator to pinpoint the highest value automations for your business!

👉 A tailored AI & Automation Audit can help you prioritize what to do next. Book a call and see if you qualify HERE
14
Your AI readiness:

🟩 71–100: High Readiness

You’re in a great spot to start leveraging AI tools and custom automations.

Try our Automation ROI Calculator to pinpoint the highest value automations for your business!

👉 A tailored AI & Automation Audit can help you prioritize how to make the most of it. Book a call and see if you qualify HERE
15
How did you do compared to what you expected?
BETTERWORSE
Should be Empty: