Data

1. Where does your business data live today?

Scattered across spreadsheets and inboxesIn tools (CRM, ecommerce, ads) that rarely talk to each otherMostly centralized, with some manual syncingCentralized and connected — warehouse or well-integrated stack

Data

2. How current is the data your team makes decisions with?

We rebuild reports manually when someone asksWeekly-ish exports and copy-paste dashboardsMostly live dashboards with a few manual patchesLive, trusted dashboards everyone actually uses

Data

3. If an AI agent needed your customer history tomorrow, could it get it?

Honestly, no — it would take weeks of cleanupPartially — some systems have clean APIsMostly — our core tools expose good APIsYes — clean, documented, accessible data

Process

4. Are your repetitive workflows written down anywhere?

They live in people's headsSome tribal documentation, mostly outdatedKey processes documented, others ad hocDocumented, with owners and clear steps

Process

5. How much time does your team spend on copy-paste work — moving data, assembling reports, routing requests?

It is a meaningful part of everyone's weekSeveral hours per person per weekA few hours per week, concentrated in a couple of rolesVery little — we have automated most of it

Process

6. When something repetitive breaks or backs up, how do you find out?

A customer or the boss noticesSomeone eventually spots itWe have some alerts on the critical pathsMonitoring and alerts are standard

Team

7. How is your team using AI tools today?

Rarely or unofficiallyIndividuals use ChatGPT-style tools ad hocTeam-level adoption for content, research or codeAI is embedded in daily workflows with shared practices

Team

8. Is there someone who owns automation and tooling decisions?

Nobody — it happens or it does notInformally, whoever cares mostYes, part-time alongside another roleYes — clear ownership with budget

Team

9. How does leadership view AI investment?

Skeptical or waiting it outCurious, wants proof firstSupportive with a modest budgetA strategic priority with real budget

Use case

10. Can you name the single workflow that wastes the most hours?

Not really — it all blurs togetherA few candidates, no numbers on any of themYes, and we roughly know the hoursYes — quantified in hours and dollars

Use case

11. Have you tried automating anything yet?

Nothing yetA Zapier-style experiment or twoA few automations running in productionMultiple automations delivering measured value

Use case

12. If automation freed 20 hours a week, do you know where they would go?

We would just breathe easierVaguely — more of everythingYes, toward specific growth workYes — a costed plan exists for reinvesting them

AI Readiness Scorecard

Twelve questions — answer honestly

Let's grow.

Twelve questions — answer honestly

Keep exploring

Let's grow.