AI Readiness Survey for Small Business IT
15 questions across six areas. You'll get a written profile showing which foundations are in place and which are missing. This reports your own answers back to you — it does not compare you to industry averages.
Section 1 — Data Foundations
Where does the information an AI tool would need actually live?
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Spread across email, spreadsheets, paper and people's heads
Mostly in two or three systems, not connected
In a small number of systems that can export or integrate
If you had to hand someone every customer record from the last two years, how long would it take?
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We could not reliably produce it
Days of manual assembly
An export, same day
Is the data accurate enough that you would act on a report built from it without checking?
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No, we know it is messy
Mostly, with known problem areas
Yes, it is maintained and reconciled
Section 2 — Process Documentation
Are your core repeatable processes written down anywhere?
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No [0]
Some, out of date [1]
Yes, current and used for training [2]
Could a new hire follow your documentation to do the job without asking anyone?
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No [0]
Partly [1]
Yes [2]
Do you know how long your most repetitive task actually takes per week, in hours?
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No [0]
A rough estimate [1]
Yes, measured [2]
Section 3 — Tooling and Integration
Do your main systems have APIs or supported integrations?
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Mostly legacy or offline systems
Some do
Yes, and some are already connected
Have you successfully automated anything between two systems before?
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No
Tried, it broke or was abandoned
Yes, and it still runs
Section 4 — Security and Governance
Q9. Is there a written rule about what company or customer information staff may enter into external AI tools?
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No rule exists
An informal understanding
A written, communicated policy
Q10. Do you know whether staff are already using AI tools with company data?
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No idea
We suspect some are
Yes, we know which tools and who
Q11. Are you under a contractual or regulatory obligation about how customer data is processed or where it goes?
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Yes, and we have not checked how it applies to AI tools
Yes, and we have started looking at it
Yes, and our AI use is assessed against it
No such obligation applies
Section 5 — Skills and Ownership
Is anyone in the business accountable for evaluating and rolling out new tools?
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No [0]
Informally, alongside another full-time job [1]
Yes, named, with time allocated [2]
Does anyone have practical experience building or configuring an automated workflow?
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No [0]
Some self-taught experience [1]
Yes, internally or through a retained partner [2]
Skills and Ownership score
Skills and Ownership level
Please Select
Low
Medium
High
Section 6 — Use-Case Clarity
14. Can you name the specific task you want AI to take off your plate?
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Not really, we just know we should be doing something
A general area, not a specific task
Yes, a named task with a known time cost
15. Would you be able to tell whether it worked?
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No measure in mind
We would know by feel
Yes, we have a number we would expect to move
Final Contact Card
Enter your details to see your readiness profile.
Full Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
See my readiness profile
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