AI Readiness Assessment

Step 1 — Your Organization

Tell us about your business

This helps us tailor your results to your industry and situation.

Which industry best describes your organization?

🏭 Manufacturing

🏗️ Construction

⚖️ Legal / Law Firm

📣 Advertising / Marketing

🎨 Design Agency

🚚 Distribution / Logistics

🤝 Non-Profit

🔷 Other

Please select your industry to continue.

How many employees does your organization have?

1 – 10

11 – 50

51 – 200

200+

Please select your company size.

Step 2 — Your Workflow

How does work get done today?

We want to understand where your team spends its time and how your data flows.

How much of your team's daily work is manual or repetitive? Think: data entry, copying info between systems, filling out forms, generating reports

Very little

Most work requires judgment and creativity

Some (25–50%)

Mix of routine and higher-level tasks

A lot (50–75%)

Staff spend significant time on routine work

Almost everything

Highly repetitive, process-driven environment

Please make a selection.

How do you currently manage records, data, and documents?

Paper & spreadsheets

Most records live in binders, email, or Excel

Mix of paper & software

Some systems in place, some still manual

Mostly software / cloud

Good systems, though not fully connected

Fully digital & integrated

Systems talk to each other; data flows well

Please make a selection.

How many separate software tools does your team use on a daily basis?

Mainly email & spreadsheets

2 – 3 tools

4 – 6 tools

7 or more tools

Please make a selection.

Step 3 — Challenges

Where are the friction points?

Select everything that slows your team down or keeps you up at night.

What slows your team down the most? Select all that apply

🔍 Finding information

Hunting through emails, drives, or systems for answers

⌨️ Manual data entry

Re-keying the same info across systems

🗂️ Disconnected systems

Tools don't talk to each other

📊 Slow or manual reporting

Reports take too long or require manual effort

📄 Document handling overhead

Contracts, specs, invoices, forms pile up

💬 Slow customer response

Hard to respond quickly to clients or inquiries

📋 Compliance & documentation

Regulatory requirements eat up staff time

🖥️ Aging software / databases

Old systems that are hard to maintain or update

Please select at least one area.

What's your biggest concern if things stay as they are?

Falling behind competitors

Losing or burning out talent

Regulatory / compliance risk

Inefficiency eating margins

Customer dissatisfaction

Can't scale / handle growth

Please make a selection.

Step 4 — AI Familiarity

Where are you on the AI journey?

No right or wrong answers — this shapes the recommendations we make for you.

How would you describe your team's current experience with AI?

We haven't really explored it yet

AI is on our radar, but we haven't taken any steps

Curious — actively researching

We're evaluating options and learning what's possible

We use some AI tools (ChatGPT, Copilot, etc.)

Team members use consumer AI tools in their daily work

AI is already part of our workflow

We have intentional AI integrations or automations running

Please make a selection.

What concerns you most about adopting AI? Select all that apply

Cost & ROI

Data security & privacy

Employee resistance

Finding the right use cases

Integration complexity

No major concerns

Step 5 — Your Priorities

What would move the needle most?

This helps us prioritize the opportunities that matter to you.

Which outcomes are most important to your organization? Select up to 3

⚡ Automate repetitive work

Free staff for higher-value tasks

📊 Better reporting & insights

Faster access to actionable data

📄 Smarter document handling

Extract, route, and process docs automatically

💬 Customer-facing AI

Chatbots, portals, self-service tools

🔄 Modernize aging systems

Replace or upgrade legacy software & databases

🛡️ AI governance & compliance

Policies, audits, responsible AI framework

🎯 Industry-specific AI tools

Solutions built for my vertical

🎓 AI training for my team

Help staff learn and adopt AI confidently

When are you looking to take action?

We're ready now

1 – 3 months

3 – 6 months

6 – 12 months

Just exploring for now

Please select a timeline.

Step 6 — Almost Done!

Where should we send your results?

A member of our AI consulting team will reach out to walk through your personalized assessment.

First Name

Last Name

Company Name

Your Title

Work Email

Phone (optional)

Please fill in your name, company, and email.

Is Your Business Ready for AI?

Tell us about your business

How does work get done today?

Where are the friction points?

Where are you on the AI journey?

What would move the needle most?

Where should we send your results?

🎯 Top AI Opportunities for Your Business

✅ Recommended Next Steps