AI Assessment Form

1

Name* This field is required.

First Name

Last Name

2

Business Email* This field is required.

example@example.com

3

Phone Number* This field is required.

Area Code

Phone Number

4

Business Name* This field is required.

5

Business Industry* This field is required.

6

Do you have an active website?

Yes, updated regularly

Yes, but its outdated

No

7

Do You Utilize a CRM?

Yes, actively using it

Yes, but barely use it

No

8

AI Goal — Do you have a defined goal for using AI in your business?

Yes

Exploring

No

9

AI Journey — Where are you in your AI journey?

Already using AI tools

Researching options

Just starting out

10

AI Budget — Do you have a budget allocated for AI tools or services?

Allocated

Flexible

Not Yet

11

API Connectivity — Do your business tools talk to each other automatically, or do you copy data between them manually?

Yes (Open APIs)

Partial

No (Legacy Closed)

12

Test Environment — Before using a new tool with real customers, can you try it out first?

Yes

Limited

No

13

Process Documentation — Are your core workflows written down anywhere?

Fully Documented

Partially Documented

Tribal Knowledge

14

Biggest Manual Bottleneck — What repetitive task takes the most time each week?

15

Data Centralization — Where does most of your important business information live?

Centralized

Hybrid

Scattered

16

Unstructured Data — How much of your business info is stuck in emails, PDFs, or paper?

0–10%

11–30%

31–60%

61%+

17

Team Adoption — How does your team respond to new tools and technology?

Embrace it quickly

Need time to adjust

Generally resistant

18

AI Experience — Have you or your team used AI tools before?

Yes, regularly

Tried it once or twice

Never

19

AI Ownership — Who would manage AI tools day to day in your business?

Dedicated team member

No one designated yet

The owner or founder

20

Cybersecurity — Do you have basic cybersecurity measures in place?

Yes, Comprehensive

Basic Measures Only

No

21

Industry Regulation — Is your industry regulated?

Yes, Heavily Regulated

Somewhat regulated

Not regulated

22

Risk Tolerance — How would you describe your risk tolerance for adopting new technology?

High, open to experimentation

Low, need proven solutions only

Medium, cautious but open

23

Key Success Metric — What's the one thing you most want AI to improve in your business?

24

Growth Plans — Are you planning to scale your business in the next 12 months?

Yes actively planning

Possibly

Not right now

25

AppointmentPlease allow 48 hours to review your form prior to setting meeting.

26

Calculation