AI Readiness Assessment

AI Readiness Assessment

Find out how ready your business is to use AI in a practical, stress-free way. Takes about 20 minutes.
You're in the right place if AI feels confusing, overwhelming, or hard to keep up with.

This short assessment helps you understand:
- Where your business is already ready for AI
- Where you might be stuck
- What simple next steps will actually help you
How this works
- The assessment is made up of short single-choice questions
- All questions marked with an asterisk * are required
- At the end of each section, you’ll receive a score and tailored recommendations
- Once completed, you’ll receive an email summary with:
  - Your overall AI Readiness Score
  - All section-by-section recommendations in one place
What happens next

After completing the assessment, you’ll be prompted to book a short AI Readiness Review.

In that session, we’ll:
- Walk through your results together and explain what the scores mean
- Identify where AI or automation could help your business
- Discuss whether there are opportunities worth exploring further
💡 Helpful tip

Don’t overthink your answers. If you’re torn between two options, choose the one that best reflects how your business operates day to day.

AI Insights
What parts of your business feel the most manual or time-consuming right now? (Optional)
What worries you most about AI or automation? (Optional)

section1Score
section2Score
section3Score
section4Score
section5Score
Level 1 level
Level 2 level
Level 3 level
Level 4 level
Level 5 level
Lowest Section
Overall level
Lowest Section's Foundation Recommendation
Lowest Section's Emerging Recommendation
Lowest Section's Ready Recommendation
Lowest Section's Advanced Recommendation
Overall Score

Your overall score is calculated by averaging your results across the five sections of the 20-Minute AI Readiness Assessment.
OverallScore
Your overall AI Readiness Score is: {overallscore}%

This places your business in the Foundation range.

This level reflects how prepared your business is to use AI in a way that genuinely saves time, reduces risk, and supports sustainable growth.

The recommendations you’ve seen throughout this assessment are tailored specifically to your current level and focus on practical, achievable next steps.

What happens next

When you submit this assessment:

• You’ll be taken to a page to book your AI Readiness Review
• You’ll receive an email shortly after with your section recommendations
• During the review, we’ll walk through your results, identify where AI or automation could help your busienss and discuss whether there are opportunities worth exploring further.
Your overall AI Readiness Score is: {overallscore}%

This places your business in the Emerging range.

This level reflects how prepared your business is to use AI in a way that genuinely saves time, reduces risk, and supports sustainable growth.

The recommendations you’ve seen throughout this assessment are tailored specifically to your current level and focus on practical, achievable next steps.

What happens next

When you submit this assessment:

• You’ll be taken to a page to book your AI Readiness Review
• You’ll receive an email shortly after with your section recommendations
• During the review, we’ll walk through your results, identify where AI or automation could help your busienss and discuss whether there are opportunities worth exploring further.
Your overall AI Readiness Score is: {overallscore}%

This places your business in the Ready range.

This level reflects how prepared your business is to use AI in a way that genuinely saves time, reduces risk, and supports sustainable growth.

The recommendations you’ve seen throughout this assessment are tailored specifically to your current level and focus on practical, achievable next steps.

What happens next

When you submit this assessment:

• You’ll be taken to a page to book your AI Readiness Review
• You’ll receive an email shortly after with your section recommendations
• During the review, we’ll walk through your results, identify where AI or automation could help your busienss and discuss whether there are opportunities worth exploring further.
Your overall AI Readiness Score is: {overallscore}%

This places your business in the Advanced range.

This level reflects how prepared your business is to use AI in a way that genuinely saves time, reduces risk, and supports sustainable growth.

The recommendations you’ve seen throughout this assessment are tailored specifically to your current level and focus on practical, achievable next steps.

What happens next

When you submit this assessment:

• You’ll be taken to a page to book your AI Readiness Review
• You’ll receive an email shortly after with your section recommendations
• During the review, we’ll walk through your results, identify where AI or automation could help your busienss and discuss whether there are opportunities worth exploring further.
OVERALL - Level 1: Foundations (0-40%) - FOCUS: DIRECTION & PLANNING
Right now, your business isn't set up in a way that will let AI reliably save time or reduce risk. Information is likely scattered, some things are still manual, and there isn't a clear structure for how work gets done. If you add AI now, it's more likely to create confusion than real benefit.

What to do next:

Start by tidying up the basics. Clean your customer and business information, decide where things should live, and write down one or two key ways work is meant to be done. Once that's in place, introduce AI in one small area that saves time, such as follow-ups or admin.

____________________________________________________

YOUR BIGGEST GAP: DIRECTION & PLANNING
____________________________________________________

Focus here first:

Identify one high-volume admin task to automate first (e.g., follow-ups, data entry, booking confirmations). Focus on saving time before chasing growth.
OVERALL - LEVEL 1: FOUNDATIONS (0-40%) - FOCUS: INFORMATION & DATA
Right now, your business isn't set up in a way that will let AI reliably save time or reduce risk. Information is likely scattered, some things are still manual, and there isn't a clear structure for how work gets done. If you add AI now, it's more likely to create confusion than real benefit.

What to do next:

Start by tidying up the basics. Clean your customer and business information, decide where things should live, and write down one or two key ways work is meant to be done. Once that's in place, introduce AI in one small area that saves time, such as follow-ups or admin.

____________________________________________________

YOUR BIGGEST GAP: INFORMATION & DATA
____________________________________________________

Focus here first:

Your data is holding you back. Clean up your customer and business information, remove duplicates, fix obvious errors, and decide which system is your main source of truth. Without this, AI tools will just amplify the mess.
OVERALL - LEVEL 1: FOUNDATIONS (0-40%) - FOCUS: SYSTEMS & SOFTWARE
Right now, your business isn't set up in a way that will let AI reliably save time or reduce risk. Information is likely scattered, some things are still manual, and there isn't a clear structure for how work gets done. If you add AI now, it's more likely to create confusion than real benefit.

What to do next:

Start by tidying up the basics. Clean your customer and business information, decide where things should live, and write down one or two key ways work is meant to be done. Once that's in place, introduce AI in one small area that saves time, such as follow-ups or admin.

____________________________________________________

YOUR BIGGEST GAP: SYSTEMS & SOFTWARE
____________________________________________________

Focus here first:

Your systems need foundational work before AI can help. 

Focus on moving key tools to the cloud and automating one complete task from start to finish—like enquiry → follow-up → record update. 

Start small and prove the value.
OVERALL - LEVEL 1: FOUNDATIONS (0-40%) - FOCUS: PEOPLE & TEAM
Right now, your business isn't set up in a way that will let AI reliably save time or reduce risk. Information is likely scattered, some things are still manual, and there isn't a clear structure for how work gets done. If you add AI now, it's more likely to create confusion than real benefit.

What to do next:

Start by tidying up the basics. Clean your customer and business information, decide where things should live, and write down one or two key ways work is meant to be done. Once that's in place, introduce AI in one small area that saves time, such as follow-ups or admin.

____________________________________________________

YOUR BIGGEST GAP: PEOPLE & TEAM
____________________________________________________

Focus here first:

Your team needs foundational AI understanding. Start by learning how AI works yourself in practical terms, then share one or two simple examples with your team that genuinely save time. Lead by example and build curiosity.
OVERALL - LEVEL 1: FOUNDATIONS (0-40%) - FOCUS: SAFETY & TRUST
Right now, your business isn't set up in a way that will let AI reliably save time or reduce risk. Information is likely scattered, some things are still manual, and there isn't a clear structure for how work gets done. If you add AI now, it's more likely to create confusion than real benefit.

What to do next:

Start by tidying up the basics. Clean your customer and business information, decide where things should live, and write down one or two key ways work is meant to be done. Once that's in place, introduce AI in one small area that saves time, such as follow-ups or admin.

____________________________________________________

YOUR BIGGEST GAP: SAFETY & TRUST
____________________________________________________

Focus here first:

You need basic safety guidelines before using AI tools. Start by documenting simple rules: what data can and cannot be used with AI, how to protect customer information, and when to review AI-generated content before using it.
OVERALL - LEVEL 2: EMERGING (41-60%) - FOCUS: DIRECTION & PLANNING
You've started putting some structure in place, but there are still gaps that will limit how helpful AI can be. You may already be trying some tools, but without a clear plan this can feel messy or disappointing.

What to do next:

Stop adding new tools for now and focus on getting your current systems working better together. Clean up your data, connect your main systems, and fully set up one area where AI can help, rather than doing lots of small experiments.

____________________________________________________

YOUR BIGGEST GAP: DIRECTION & PLANNING
____________________________________________________

Focus here first:

You've started thinking about AI, but you need clarity on where it will actually help. Choose one clear business problem, document how it works today, then explore AI solutions that fit.

OVERALL - LEVEL 2: EMERGING (41-60%) - FOCUS: INFORMATION & DATA
You've started putting some structure in place, but there are still gaps that will limit how helpful AI can be. You may already be trying some tools, but without a clear plan this can feel messy or disappointing.

What to do next:

Stop adding new tools for now and focus on getting your current systems working better together. Clean up your data, connect your main systems, and fully set up one area where AI can help, rather than doing lots of small experiments.

____________________________________________________

YOUR BIGGEST GAP: INFORMATION & DATA
____________________________________________________

Focus here first:

You've made some progress with your data, but there are still gaps limiting what AI can do. The most common issue at this stage is not having one clear system as your master source of truth. If information lives in multiple places, pick one system to be the authority and work toward that.
OVERALL - LEVEL 2: EMERGING (41-60%) - FOCUS: SYSTEMS & SOFTWARE
You've started putting some structure in place, but there are still gaps that will limit how helpful AI can be. You may already be trying some tools, but without a clear plan this can feel messy or disappointing.

What to do next:

Stop adding new tools for now and focus on getting your current systems working better together. Clean up your data, connect your main systems, and fully set up one area where AI can help, rather than doing lots of small experiments.

____________________________________________________

YOUR BIGGEST GAP: SYSTEMS & SOFTWARE
____________________________________________________

Focus here first:

You're using cloud-based tools, but they likely work in silos. Focus on connecting your main systems so data flows automatically between them. Look for tools that duplicate the same job and consolidate where possible.
OVERALL - LEVEL 2: EMERGING (41-60%) - FOCUS: PEOPLE & TEAM
You've started putting some structure in place, but there are still gaps that will limit how helpful AI can be. You may already be trying some tools, but without a clear plan this can feel messy or disappointing.

What to do next:

Stop adding new tools for now and focus on getting your current systems working better together. Clean up your data, connect your main systems, and fully set up one area where AI can help, rather than doing lots of small experiments.
____________________________________________________

YOUR BIGGEST GAP: PEOPLE & TEAM
____________________________________________________

Focus here first:

There's awareness but likely mixed feelings about AI in your team. Focus on building confidence through training on safe AI use, addressing concerns directly, and showing practical wins. Fear usually comes from uncertainty—clarity fixes it.
OVERALL - LEVEL 2: EMERGING (41-60%) - FOCUS: SAFETY & TRUST
You've started putting some structure in place, but there are still gaps that will limit how helpful AI can be. You may already be trying some tools, but without a clear plan this can feel messy or disappointing.

What to do next:

Stop adding new tools for now and focus on getting your current systems working better together. Clean up your data, connect your main systems, and fully set up one area where AI can help, rather than doing lots of small experiments.

____________________________________________

YOUR BIGGEST GAP: SAFETY & TRUST
____________________________________________

Focus here first:

You have some awareness of AI risks, but likely no formal documentation. Focus on creating written guidelines, training staff on safe AI use, and establishing basic checks before adopting new AI tools. Make it official.
OVERALL - LEVEL 4: ADVANCED (81-100%) - FOCUS: DIRECTION & PLANNING
Your business is in a strong position to use AI as a real advantage, not just a time-saving tool. You have the structure, systems, and people needed to support more advanced and customer-facing AI.

What to do next:

Start using AI to help you grow, not just run more efficiently. Use it to respond to enquiries faster, improve customer experience, spot opportunities, and support your team in delivering better service.

You're excelling across the board. Your next step is strategic: use AI to differentiate your business in the market.

____________________________________________________

FOCUS HERE FIRST: DIRECTION & PLANNING
____________________________________________________

Identify one high-volume admin task to automate first (e.g., follow-ups, data entry, booking confirmations). Focus on saving time before chasing growth.

💡 This could be as simple as saving time on emails, admin, or customer replies.

OVERALL - LEVEL 4: ADVANCED (81-100%) - FOCUS: INFORMATION & DATA
Your business is in a strong position to use AI as a real advantage, not just a time-saving tool. You have the structure, systems, and people needed to support more advanced and customer-facing AI.

What to do next:

Start using AI to help you grow, not just run more efficiently. Use it to respond to enquiries faster, improve customer experience, spot opportunities, and support your team in delivering better service.

You're excelling across the board. Your next step is strategic: use AI to differentiate your business in the market.

____________________________________________________

FOCUS HERE FIRST: INFORMATION & DATA
____________________________________________________

Your data is holding you back. 

Clean up your customer and business information, remove duplicates, fix obvious errors, and decide which system is your main source of truth. Without this, AI tools will just amplify the mess.

💡 Duplicates, missing phone numbers, and wrong emails all matter here.
OVERALL - LEVEL 4: ADVANCED (81-100%) - FOCUS: SYSTEMS & SOFTWARE
Your business is in a strong position to use AI as a real advantage, not just a time-saving tool. You have the structure, systems, and people needed to support more advanced and customer-facing AI.

What to do next:

Start using AI to help you grow, not just run more efficiently. Use it to respond to enquiries faster, improve customer experience, spot opportunities, and support your team in delivering better service.

You're excelling across the board. Your next step is strategic: use AI to differentiate your business in the market.

____________________________________________________

FOCUS HERE FIRST: SYSTEMS & SOFTWARE
____________________________________________________

Your systems need foundational work before AI can help. Focus on moving key tools to the cloud and automating one complete task from start to finish—like enquiry → follow-up → record update. Start small and prove the value.

💡 Cloud-based means you access it through a web browser or app, not installed on one computer.
OVERALL - LEVEL 4: ADVANCED (81-100%) - FOCUS: PEOPLE & TEAM
Your business is in a strong position to use AI as a real advantage, not just a time-saving tool. You have the structure, systems, and people needed to support more advanced and customer-facing AI.

What to do next:

Start using AI to help you grow, not just run more efficiently. Use it to respond to enquiries faster, improve customer experience, spot opportunities, and support your team in delivering better service.

You're excelling across the board. Your next step is strategic: use AI to differentiate your business in the market.

____________________________________________________

FOCUS HERE FIRST: PEOPLE & TEAM
____________________________________________________

Your team needs foundational AI understanding. Start by learning how AI works yourself in practical terms, then share one or two simple examples with your team that genuinely save time. Lead by example and build curiosity.

💡 You don't need to be an expert—just enough to guide decisions.
OVERALL - LEVEL 4: ADVANCED (81-100%) - FOCUS: SAFETY & TRUST

Your business is in a strong position to use AI as a real advantage, not just a time-saving tool. You have the structure, systems, and people needed to support more advanced and customer-facing AI.

What to do next:

Start using AI to help you grow, not just run more efficiently. Use it to respond to enquiries faster, improve customer experience, spot opportunities, and support your team in delivering better service.

You're excelling across the board. Your next step is strategic: use AI to differentiate your business in the market.

____________________________________________________

FOCUS HERE FIRST: SAFETY & TRUST
____________________________________________________

You need basic safety guidelines before using AI tools. Start by documenting simple rules: what data can and cannot be used with AI, how to protect customer information, and when to review AI-generated content before using it.

💡 Example: "Don't put customer credit card details into ChatGPT."
OVERALL - LEVEL 3: READY (61-80%) - FOCUS: DIRECTION & PLANNING
Your business has a good foundation, which means AI can now genuinely help you save time, reduce costs, or improve how you serve customers. The biggest risk at this stage is not technical, but losing focus and spreading effort too thin.

What to do next:

Write down the main parts of your business, such as admin, sales, marketing, and customer service. Decide where AI would make the biggest difference, then work through those areas one by one so each improvement actually sticks.

Your strongest areas show you have solid fundamentals in place. Your opportunity area is Direction & Planning—address this to unlock more value.

____________________________________________________

FOCUS HERE FIRST: DIRECTION & PLANNING
____________________________________________________

Start writing down where AI could help across your business, one area at a time. Pick the 2-3 opportunities that would save the most time or money, and work through them in a simple order instead of trying to do everything at once.

💡 Focus on areas like admin, follow-ups, customer communications, or repetitive tasks.
OVERALL - LEVEL 3: READY (61-80%) - FOCUS: INFORMATION & DATA
Your business has a good foundation, which means AI can now genuinely help you save time, reduce costs, or improve how you serve customers. The biggest risk at this stage is not technical, but losing focus and spreading effort too thin.

What to do next:

Write down the main parts of your business, such as admin, sales, marketing, and customer service. Decide where AI would make the biggest difference, then work through those areas one by one so each improvement actually sticks.

Your strongest areas show you have solid fundamentals in place. Your opportunity area is Information & Data—address this to unlock more value.

____________________________________________________

FOCUS HERE FIRST: INFORMATION & DATA
____________________________________________________

You've built a solid data foundation. Now focus on organising your business knowledge so AI can actually use it. Structure your documents with consistent naming, clear folders, and searchable formats. The easier it is for people to find information, the easier it is for AI.

💡 Think about policies, FAQs, price lists, onboarding docs, and how-to guides.
OVERALL - LEVEL 3: READY (61-80%) - FOCUS: SYSTEMS & SOFTWARE
Your business has a good foundation, which means AI can now genuinely help you save time, reduce costs, or improve how you serve customers. The biggest risk at this stage is not technical, but losing focus and spreading effort too thin.

What to do next:

Write down the main parts of your business, such as admin, sales, marketing, and customer service. Decide where AI would make the biggest difference, then work through those areas one by one so each improvement actually sticks.

Your strongest areas show you have solid fundamentals in place. Your opportunity area is Systems & Software—address this to unlock more value.

____________________________________________________

FOCUS HERE FIRST: SYSTEMS & SOFTWARE
____________________________________________________

Your systems are working well together. Now extend automation across more workflows and add visibility—set up simple reports or dashboards so you can see what's actually saving time or money. Measure what matters.

💡 Look at your CRM, booking system, email, and accounting software for integration opportunities.
OVERALL - LEVEL 3: READY (61-80%) - FOCUS: PEOPLE & TEAM
Your business has a good foundation, which means AI can now genuinely help you save time, reduce costs, or improve how you serve customers. The biggest risk at this stage is not technical, but losing focus and spreading effort too thin.

What to do next:

Write down the main parts of your business, such as admin, sales, marketing, and customer service. Decide where AI would make the biggest difference, then work through those areas one by one so each improvement actually sticks.

Your strongest areas show you have solid fundamentals in place. Your opportunity area is People & Team—address this to unlock more value.

____________________________________________________

FOCUS HERE FIRST: PEOPLE & TEAM
____________________________________________________

Your team is open to AI and ready for more responsibility. Nominate one or two people to champion AI internally, encourage staff to suggest improvements, and create space for safe experimentation. Build internal capability.

💡 Create a "test and share" culture where team members can try tools and report back what works.
OVERALL - LEVEL 3: READY (61-80%) - FOCUS: SAFETY & TRUST
Your business has a good foundation, which means AI can now genuinely help you save time, reduce costs, or improve how you serve customers. The biggest risk at this stage is not technical, but losing focus and spreading effort too thin.

What to do next:

Write down the main parts of your business, such as admin, sales, marketing, and customer service. Decide where AI would make the biggest difference, then work through those areas one by one so each improvement actually sticks.

Your strongest areas show you have solid fundamentals in place. Your opportunity area is Safety & Trust—address this to unlock more value.

____________________________________________________

FOCUS HERE FIRST: SAFETY & TRUST
____________________________________________________

You have clear guidelines in place. Now focus on maintaining them—review how AI is being used quarterly, keep a simple record of which tools access what data, and update policies as new tools are introduced. Stay current.

💡 Set calendar reminders for quarterly reviews and assign someone to keep the documentation up to date.
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