AI Value Self-Assessment
Answer questions about your current AI adoption to see where you are today and your next-step opportunities.
Your details
Full Name
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Business Name
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Email
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Confirmation Email
Enter your email address
Industry
Your Goals & Where AI Fits
Is your interest in AI tied to a specific business goal — like growing revenue, cutting costs, or saving time?
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No / haven't thought about it
Loosely
Yes, tied to clear goals
Do you know which tasks or slow spots cost your business the most time or money?
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Not really
A rough idea
Yes, quantified
If your business freed up 5–10 hours a week, how ready are you to put that time into growth?
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We'd likely just absorb it into daily work
Some would go to growth, some to daily work
We have clear growth priorities ready to go
How much does your business use technology to win and serve customers (marketing, fast responses, a personal touch)?
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Minimal
Some
Actively / a differentiator
How ready is your business to invest in AI over the next 6–12 months?
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Not now
Exploring
Ready to invest with the right plan
Roughly, what would saving about 5 hours a week (or making fewer mistakes) be worth to your business each month?
In a sentence or two, what would success with AI look like for your business a year from now?
Automating Everyday Work
How many of your regular tasks are done the exact same way every time?
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Very few — most tasks vary case by case
Some — a handful are standardized
Most — we have repeatable, defined steps
How much time does your business spend each week on repetitive manual work (typing in data, scheduling, answering the same questions)?
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10+ hours
3–10 hours
Under 3 hours — much is already automated
How well are your regular processes written down?
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Mostly in people's heads / ad hoc
Some written SOPs
Well-documented and kept current
Does your business use any tools that do work automatically (for example, scheduling links, auto-replies, or tools that pass info between apps)?
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Yes
No
What's the one repetitive task or process that, if it ran itself, would save your business the most time or headaches?
When the same task is done by different people, how consistent are the results?
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Varies by who does it
Mostly consistent
Highly consistent with checks
Describe one process that, if it ran automatically, would free up the most time or reduce the most errors.
Your Business Information
How is your business information (customers, inventory, finances) kept?
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Scattered across apps, spreadsheets, and paper
Mostly digital but in disconnected tools
Centralized and connected
Is your customer and contact information kept in one place rather than several separate lists?
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Yes
No
How clean and current is your business information (few duplicates, not many gaps or out-of-date entries)?
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Messy or unsure
Reasonably clean
Actively maintained and accurate
Do the main tools your business uses connect to each other or include built-in AI features?
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No / Unsure
Some do
Yes, most do
Which software tools do you rely on most day to day? (list your top 3–5)
How easily can your business pull a report or answer a question from its own information?
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Manual digging, takes hours
Some reports available
Fast, self-serve
Your Team & Consistency
Across your business, do people use the same tools in the same way?
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Everyone does their own thing
Some shared tools/practices
Standardized across the business
How does your business tell whether a tool or process is actually working?
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We don't really measure
Informal / gut feel
Defined metrics we track
Is there someone in your business who would lead the effort to adopt AI and new tools?
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Yes
No
How open is your business to learning new software and new ways of working?
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Resistant to change
Mixed / cautious
Eager and adaptable
When your business brings in a new tool, does it provide any training or guidance?
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Yes
No
When results are inconsistent across the team, how is that handled?
Not addressed
Handled informally
Reviewed and corrected with a process
What's the biggest thing that gets in the way of your business trying new tools or ways of working?
Using AI Today
How well does your business understand what AI can do for a company like yours?
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Beginner — just curious
Some familiarity
Confident and current
How often does anyone in your business use AI tools today?
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Rarely / never
Occasionally
Daily / part of workflows
Which tools does your business rely on day to day — including any AI tools you've tried (for example, ChatGPT, Copilot, Gemini)?
What has your business used AI for so far?
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Haven't really used it
Occasional drafting / research
Multiple business tasks regularly
How clear is your business on the next practical step with AI?
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No idea where to start
Some ideas, no plan
Clear roadmap
Has your business spent anything on AI tools or training in the past year?
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Yes
No
If it were easy and safe, what would you most want AI to help your business with?
Safe & Responsible AI Use
Does anyone in your business put sensitive or personal information into public AI tools (like the free version of ChatGPT)?
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Yes
No / Not applicable
Does your business have simple written rules for how AI tools can be used and how information is handled?
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Yes
No
Does your business have anything in place to protect customer confidentiality (a privacy notice or confidentiality agreements)?
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Yes
No
How does your business check that what AI produces is accurate before using it?
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We don't / not sure
Spot-check sometimes
Defined review step every time
How confident is your business about the legal and privacy limits of the AI tools it uses?
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Not confident
Somewhat
Confident and informed
What's your biggest worry about using AI in your business (for example, privacy, accuracy, cost)?
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