AI Efficiency Assessment

Business Information

Business Name * Please enter your business name

First Name * Please enter your first name

Last Name * Please enter your last name

Email Address * Please enter a valid email address

Phone Number

Website

Business Overview

What industry is your business in, and how many years have you been in operation? * Please answer this question

How many team members do you have (including yourself)? * Please enter a number

Briefly describe your main products/services and your primary customer type * Please answer this question

Lead Generation & Marketing

How do most new customers find you? *

Website / Google Search Referrals / Word of Mouth Social Media Paid Ads Online Directories (Yelp, etc.) Other

Please select an option

How is your website currently generating leads? *

Contact Form Phone Calls Online Booking / Scheduling It does not generate leads currently

Please select an option

How many new lead inquiries per week would you estimate you receive on average? * Please enter a number

Who follows up with new leads, and how quickly does that typically happen? * Please answer this question

Do you have a process for following up with leads who did not convert on the first contact? If so, describe it.

How do you handle online reviews and social media currently? *

Managed manually by someone on our team Outsourced to an agency Scheduled in advance with tools Not actively managed

Please select an option

Are you running any paid ads? * Please select at least one option

If yes, how do you track which leads come from your ads?

Customer Experience

What is the number one question customers ask you most often? * Please answer this question

How do customers currently schedule appointments or calls with you? *

Phone Calls Email Online Booking Tool A Mix of Above

Please select an option

Do you send appointment reminders automatically, or does someone handle that manually? * Please answer this question

How do you handle after-hours customer inquiries? Do customers reach you when you are closed? * Please answer this question

Do you currently use any type of chat on your website? *

Yes - It answers questions automatically Yes - It collects contact information No

Please select an option

Walk me through how you handle customer complaints or special requests from the moment they reach out to when the issue is resolved. * Please answer this question

Business Operations

What administrative tasks take up most of your time that are not directly related to serving customers? * Please answer this question

What software tools are you currently using to run your business? * Please answer this question

Which of those tools do you feel you are not using to their full potential? * Please answer this question

How do invoices and payments work? Do you send invoices manually, and how do you follow up on overdue payments? * Please answer this question

How do you track important documents, contracts, client files, and records? Where do they live, and how are they organized? * Please answer this question

Are there any reports or numbers you pull together regularly that feel tedious?

Automation & Team

Do you or your team spend time on repetitive tasks that feel like they should be automated? Give examples. * Please answer this question

If you could remove or automate one task from your plate permanently, what would it be and why? * Please answer this question

How do you onboard new employees? Is there a training process, and does it take a lot of your time? * Please answer this question

How do you currently communicate with your team? *

Slack / Microsoft Teams Email Messages Text Messages Regular Meetings / Physical Boards Other

Please select an option

Metrics & Data

How do you track your most important business metrics? *

Dashboard / Automated Reporting Spreadsheets Manual Review I do not currently track metrics

Please select an option

When was the last time you looked at customer data to make a business decision? * Please answer this question

Do you lose track of leads or customers at any point in your process? Where does that usually happen? * Please answer this question

How do you handle customer feedback or satisfaction tracking? * Please answer this question

Growth & Technology

What is the biggest bottleneck stopping your business from growing right now? * Please answer this question

If your lead volume tripled tomorrow, what part of your business would break first, and why? * Please answer this question

Have you tried any AI tools or automation before? *

Yes No

Please select an option

How comfortable are you with adopting new technology in your business? *

1 10 5

Final Thoughts

If you could wave a magic wand and fix one process in your business overnight, what would it be? * Please answer this question

What would a successful outcome from this AI assessment look like for you? * Please answer this question

Is there anything else about your business processes, challenges, or goals that did not get covered here that you would like to share?

AI Efficiency Assessment

Assessment Submitted!