Just a few questions...

1. How would you describe your current business operations?

Mostly manual

Some tools used (email, spreadsheets)

Using a few integrated systems (e.g., CRM, invoicing)

Mostly digital with some automations

Fully automated and optimized

2. How do you currently handle repetitive or admin tasks (e.g., emails, scheduling, reports)?

All done manually

Mostly manual with some tools

Use a few automations (e.g., email responders)

Multiple automations in place

Fully automated workflows

3. Do you already use any AI tools (e.g., ChatGPT, Co-Pilot, automation bots)?

I’ve tried a few for fun

Occasionally use for specific tasks

Use regularly in at least one area

AI is core to how we operate

4. Where are your biggest bottlenecks or time-wasters right now? (Select all that apply)

Admin / Emails / Docs

Customer Support

Marketing / Social Media

Sales & Lead Gen

Scheduling & Calendar Management

Inventory / Order Management

Other:

5. Do you track KPIs or business metrics regularly?

No tracking

Occasionally check sales/revenue

Manual tracking (spreadsheets)

Automated dashboards (e.g., QuickBooks, CRM)

Fully integrated performance tracking

6. How comfortable are you with integrating AI or automation into your business?

Terrified – no clue what to do

Curious but unsure

Open to it with guidance

Already experimenting

Give me the AI, baby, I’m ready

7. What areas are you most interested in improving with AI?

Saving time

Reducing costs

Getting more leads

Improving customer experience

I’m not sure yet, need advice!

Ready to transform your business?

Alternatively, you can: