AI Readiness Survey

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Daily Operations

I spend 3+ hours/week on repetitive tasks(emails, scheduling, data entry)

I use spreadsheets or manual tools to manage customers, finances, or leads

I have recurring tasks that follow the same steps every time

I struggle to find time to focus on the business

4

Team & Workflow

My team repeats similar processes across projects

We use 2+ software tools, but they don’t always talk to each other

Our onboarding, communication, or documentation is messy or inconsistent

I’ve considered hiring someone just to “keep things organized”

5

Growth & Strategy

I want to improve marketing, sales, or customer service without hiring more people

I have data (emails, docs, customer notes) but no clear insights from it

I’m unsure how to start using AI — or which tools make sense

I’ve heard of ChatGPT / Notion AI / Zapier AI but haven’t implemented them yet

6

Mindset & Intent

I’m open to changing how we do things if it saves time or boosts quality

I’m not looking for hype — just practical help and real results

I’d love someone to help me figure this out and actually implement it