Free AI Readiness Assessment for Business

Step 1 of 5

Basic Information

Full Name

Work Email *

Company Name

Company Size

Just me (Solopreneur) 2–10 employees 11–50 employees 51–200 employees 200+ employees

What's your biggest AI challenge right now?

Step 2 of 5

Business Context

What industry best describes your business?

Professional Services (consulting, legal, accounting) Technology / SaaS Healthcare / Medical Financial Services E-commerce / Retail Marketing / Agency Manufacturing / Supply Chain Education / Training Real Estate Non-profit / Government Other

What's your primary business model?

B2B Services B2B Products/SaaS B2C Services B2C Products/E-commerce Marketplace/Platform Hybrid

Annual Revenue Range (optional)

Pre-revenue / Startup Under $500K $500K – $2M $2M – $10M $10M – $50M $50M+ Prefer not to say

Which areas of your business take the most time? (select all)

Sales & lead generation Customer support Content creation & marketing Operations & project management Data analysis & reporting Finance & accounting HR & recruiting Product development Legal & compliance

Step 3 of 5

Technology & Data

What tools does your team currently use? (select all)

CRM (Salesforce, HubSpot, Pipedrive, etc.) Project Management (Asana, ClickUp, Monday, Notion) Communication (Slack, Teams, Discord) Email Marketing (Mailchimp, ConvertKit) Analytics (Google Analytics, Mixpanel) Cloud Storage (Google Drive, Dropbox, OneDrive) Accounting (QuickBooks, Xero) Custom Internal Tools We're pretty manual / spreadsheet-based

Where does your company store data?

Cloud-only (Google, AWS, Azure) On-premise servers Hybrid (mix of cloud and on-premise) Local computers / not centralized Not sure

Do you have technical/IT staff on your team?

Yes, full IT or engineering team We have 1–2 technical people No, we outsource IT/tech work No technical resources at all

Does your business handle sensitive data? (select all)

Customer personal information (PII) Financial/payment data Health/medical records Proprietary business data Employee records No sensitive data Not sure

Are you subject to any compliance requirements? (select all)

HIPAA (Healthcare) GDPR (EU data privacy) SOC 2 / ISO 27001 PCI-DSS (Payment card data) None that I'm aware of Not sure

Step 4 of 5

AI Experience & Readiness

How would you describe your team's current AI usage?

We don't use AI tools yet A few people use ChatGPT occasionally We use ChatGPT or similar tools regularly We use multiple AI tools (ChatGPT, Midjourney, Jasper, etc.) We have custom AI integrations or workflows We've deployed AI systems in production

Has your team tried implementing AI before?

No, this would be our first time Yes, and it worked well Yes, but it didn't stick / we abandoned it We've explored it but haven't implemented anything

What's your team's comfort level with new technology?

Very comfortable — we adopt new tools quickly Moderately comfortable — we'll use it if it's easy Low comfort — we prefer to stick with what we know Mixed — some embrace it, others resist

Have you done any automation or workflow optimization in the past year?

Yes, we use Zapier, Make, or custom scripts We've set up basic automations (email sequences, etc.) No, everything is still manual We tried but gave up

Step 5 of 5

Goals & Investment

What's the primary outcome you want from AI? (pick one)

Reduce costs / save money Save time / increase efficiency Improve quality of work Scale without hiring more people Gain competitive advantage Enable new capabilities we can't do now Improve customer experience

What's your biggest concern about adopting AI?

Cost / budget constraints Technical complexity Data privacy & security Team resistance / learning curve Not sure it will actually deliver ROI Choosing the wrong tools Job displacement / impact on team

What's your budget range for an AI initiative?

Under $5K $5K – $15K $15K – $50K $50K – $100K $100K+ No budget set yet Prefer not to say

What's your timeline for getting AI implemented?

Urgent — need something live in 1–2 months Active — 3–6 months Exploratory — 6–12 months Just researching / no timeline yet

If we could solve one problem with AI in the next 90 days, what would it be?

Assessment complete!

Your personalized AI Readiness Report will be delivered to your inbox within 24 hours.

Your report will include:

Your AI readiness score (1–10)
Top 3 AI opportunities for your business
Specific tool recommendations
Privacy & compliance considerations
Estimated ROI and timeline
Recommended next steps

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