AI Phase Assessment
Find your practice’s current AI level and the next best step
Name
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First Name
Last Name
Email
*
example@example.com
Practice Name
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How do you currently use AI in your daily work?
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I don't really use it
I ask it questions sometimes
I use it for specific tasks regularly
It manages parts of my workflow
I have automated systems running
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Does your AI tool know your personal preferences, values, and communication style?
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No
I've told it a few things
It has a detailed profile of me
It knows me well enough to make decisions for me
It operates as a full extension of my thinking
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Can your AI access your calendar and email?
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No
I copy-paste things to it
It's connected and can read them
It can read and write to both
It manages them with automations running in the background
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When you have a complex decision to make, what do you do?
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Google it
Ask AI for pros and cons
Have AI research both sides with my context
AI presents a recommendation knowing my values
AI handles the research and drafts the action plan automatically
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How does AI handle your professional communications?
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It doesn't
I ask it to write drafts sometimes
It drafts in my voice with the right tone
It drafts, sends, and manages follow-ups
Automated sequences run based on triggers
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Have you ever had AI take an action on your behalf, like book something, update a profile, or file something?
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Never
I've tried once or twice
It does this regularly
It does this and I've built custom tools for it
Multiple automated workflows handle actions without me
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Do you have backup or safety protocols for your AI work?
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What do you mean?
I save things manually
I have some rules set up
I have backups, parameters, and recovery protocols
Safety is built into my automation infrastructure
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How would you describe your AI's knowledge of your life and work?
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It knows nothing about me
It knows my name and job
It knows my schedule, preferences, and key relationships
It could plan my week without being asked
It runs systems that anticipate my needs before I have them
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Have you used AI for file management, code, or building tools?
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No
Basic file tasks
Some organization and simple scripts
Large-scale file operations, custom skills, Claude Code
I build and deploy automations that manage systems
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What would you most want AI to do for you next?
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Help me find information faster
Actually know who I am
Take actions on my behalf
Build systems I can't build alone
Run my operations while I focus on what only I can do
Total Score
See My Result
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