Executive Systems & AI Optimization Audit
Complete this strategic audit to assess your company's systems and AI readiness. Designed for business owners and leaders seeking to optimize operations and drive growth. Qualified businesses may receive a private strategic roadmap review outlining high-leverage improvements and phased implementation.
Full Name
*
This audit identifies revenue leakage, automation gaps, integration weaknesses, and AI opportunities. Qualified businesses will receive a strategic roadmap review.
Company Name
*
Website URL
Industry
*
Annual Revenue Range
*
Under $250K
$250K – $1M
$1M – $5M
$5M – $10M
$10M+
Team Size
*
Solo
2–5
6–15
16–50
50+
Primary Business Model
*
Service-based
Agency
E-commerce
Multi-location
Membership / Subscription
Other
If you chose ‘Other’, please specify.
How do new leads currently enter your business?
*
Website forms
Phone Calls
Facebook / Instagram DMs
Google Ads
Referrals
Email campaigns
Walk-in
Other
If you chose 'Other', please specify.
What CRM or lead management system do you use?
*
What percentage of leads receive follow-up within 5 minutes?
*
0–25%
25–50%
50–75%
75–100%
Not Sure
Do you have automated follow-up sequences in place?
*
Yes
No
Partially
Where do you believe revenue is currently being lost?
*
What percentage of leads receive follow-up within 5 minutes?
*
0–25%
25–50%
50–75%
75–100%
Not sure
Do you have automated follow-up sequences in place?
*
Yes
No
Partially
Which areas of your business are still manual?
*
Lead follow-up
Appointment scheduling
Proposal generation
Invoicing
Client onboarding
Reporting
Internal communication
Data entry
Other
If you chose 'Other', please specify your concern.
Are your systems integrated or siloed?
*
Fully integrated
Somewhat connected
Mostly disconnected
Not sure
What tools are currently in your tech stack?
*
If your operations manager quit tomorrow, how much would break?
*
Very little
Some disruption
Major disruption
Business would stall
Are you currently using AI in your operations?
*
Yes, integrated into workflows
Yes, but only for content
Minimal usage
Not at all
What is your biggest concern about implementing AI?
*
Cost
Complexity
Team adoption
Data security
Don’t know where to start
Other
What outcome would make this audit successful for you?
*
What are your next 12-month growth goals?
*
Why are you exploring systems architecture now?
*
Are you prepared to invest in implementation if strategic gaps are identified?
*
Yes
Possibly
No
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Automation Maturity Score
Complete Assessment & Unlock Results
Your Automation & AI Maturity Score
Based on your responses, you may qualify for a private Systems Architecture Strategy Session. During this session, we will review your automation score, identify 3–5 high-leverage improvements, and outline a phased implementation roadmap.
Would you like to schedule your Strategy Session?
*
Yes – I’d like to schedule
I’d like more information first
Not at this time
Schedule Your Private Strategy Session
What specific questions would you like answered before booking?
All submissions are confidential. This assessment is reviewed personally and strategic sessions are offered selectively.
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