AI Business Pre-Audit
This takes about 10 minutes. Your answers shape the AI roadmap we build for you — be specific and honest, not polished.
Your business
Just one quick question to set the context.
Q1 — Company size
How many people work at your company?
How you work today
We want to see the reality of daily operations — the good and the broken parts.
Q2 — AI policy
Do you have any company rules or guidelines around AI use?
Q3 — Daily tools
Which tools does your team use every day? Select all that apply, then add any we missed.
Start with paid subscriptions first.
Q4 — The one process
If one process ran itself without anyone touching it, which one would free up the most time or make the biggest difference?
Q5 — Pain points
Are there any pain points that really stick out — things that slow the business down or frustrate your team?
Q6 — Revenue leaks
Where do leads, projects, or customers fall through the cracks most often?
e.g. Slow follow-up, no re-engagement with past customers, quotes that go cold.
Data & AI readiness
These directly determine what we can build for you and how fast — be candid.
Q7 — Where data lives Roadmap input
Where does your business data actually live today? Select all that apply.
Q8 — Data confidence Roadmap input
How would you describe the state of your business data overall?
Q9 — Compliance & privacy Roadmap input
Are there any compliance, privacy, or legal reasons your data can't go into external AI tools?
Goals & the people side
The best AI project is useless if no one adopts it. These questions shape both the roadmap and how we'd roll it out.
Q10 — 6-month goal
What would a real win look like in the next 6 months?
Q11 — Team reaction to new tech
How does your team typically react when you introduce new software or tools?
Be honest — this shapes how we'd recommend rolling things out.
Building your roadmap
These directly feed into the phased AI roadmap we build from your answers. Be as specific as you can.
Q12 — Readiness score Roadmap input
How ready do you feel to actually adopt and use AI tools in your business right now?
Q13 — Anything else Roadmap input
Is there anything else you want us to know before we build your roadmap? Any past tech project that failed, a specific fear, or something you're excited about?
Almost done — who should we follow up with?
Your answers will be sent directly to your consultant before your discovery session.