AI Readiness Test

Start Your AI Readiness Check

This quick 3-minute test will show how ready your business is to use AI — and exactly what to improve.

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1. How are repetitive admin tasks like CRM updates, follow-ups, or reminders handled?

Repetitive tasks are mostly handled automatically . Repetitive tasks are a mix of automated and manual work. Repetitive tasks are mostly done manually.

2. When a new lead comes in, how is follow-up managed?

follow-up is managed by automated systems notifying us immediately. follow-up is handled manually within a few hours. follow-up is inconsistent or delayed.

3. Are automation tools are in use (e.g. Zapier, Make.com, etc.)?

Automation tools are actively used Automation tools have been experimented with but their use is not consistent. No automation tools are currently in use.

4. How often do your team members handle the same support or internal questions?

Common support handled by bots or referred to help documentation. Some support documented, but others are answered manually each time. All support answered manually and repeatedly by team members.

5. How is scheduling handled for meetings or appointments?

Scheduling for meetings is fully automated. Scheduling for meetings or appointments is partially automated Scheduling for meetings or appointments is fully manual

6. Do your tools (CRM, calendar, email, etc.) integrate well?

our tools form a fully connected ecosystem.. Some of our tools integrate, but others remain disconnected. We manually copy and paste data between tools.

7. How is customer/client data managed?

data stored in a central system or CRM that is updated in real time. data is scattered across multiple tools and only partially synced. data resides in spreadsheets, inboxes, or notes without a central repository.

8. How do you send updates, reminders, or marketing emails?

Updates are automated and scheduled through email or marketing tools. We use a combination of automated tools and manual sends for updates. Updates are sent manually, one by one or in batches.

9. Who manages AI or automation internally?

Ai managed by dedicated person/team or external partner. Someone manages AI occasionally. No one handles AI directly.

10. Are AI tools (like ChatGPT, Copilot) used in your team?

AI tools Used regularly and integrated into workflows. AI Tools Used occasionally for small tasks. AI Tools Rarely or never used.

11. If your workload increased by 30% overnight, could your systems handle it?

Yes — we can handel scaling by 30% over night scaling by 30% over night will be hard but achievable. scaling by 30% over night would cause serious issues.

12. How does your team feel about adopting new AI or automation tools?

Excited and willing to try AI. Open to AI but unsure where to start. Resistant or overwhelmed using AI.

13. Are your workflows and processes documented?

Workflows and processes Clearly mapped out in SOPs or playbooks. Workflows and processes Partially documented or informal. Workflows and processes Not documented or just tribal knowledge.

14. How often do things get missed due to human error or miscommunication?

Errors or miscommunication Rarely — we have checks in place. Errors or miscommunication Occasionally, but we try to catch it early. Errors or miscommunication Frequently — it's a recurring problem.

15. Do you have visibility on performance and task progress in real-time?

Yes — live dashboards or task tracking tools. Some manual tracking for the tasks, often delayed. No — we discover issues in tasks too late.

16. Do you have scripts, templates, or communication guidelines for sales, support, or marketing?

Yes — we use structured scripts/playbooks. Informal approaches or scattered templates for scripts or communication . No — everyone communicates their own way.

Calculating Your AI Readiness Score...

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