Twenty questions across the four things that decide whether AI works in a business. You get a score, a breakdown, and your next step.
Part 1 of 4 · Time
Answer honestly, not aspirationally. 1 = strongly disagree, 5 = strongly agree.
First, which sounds like you?
I know roughly how many hours a week I lose to admin: email, scheduling, invoicing, notes, follow-ups.
There is at least one task I repeat every week that I could describe step by step to someone else.
My admin work fits inside my working hours, rather than spilling into evenings and weekends.
I could name the single task I would hand off first if I had the help.
Please answer every question above to continue.
Part 2 of 4 · Tools
Answer honestly, not aspirationally. 1 = strongly disagree, 5 = strongly agree.
I have used an AI tool (ChatGPT, Claude, Copilot or similar) for real work, not just to play with it.
When I use AI, I get output I can actually use rather than something generic I have to rewrite.
I know how to give an AI tool enough context about my business to get a useful answer.
I have at least one AI task that I now do the same way every time, rather than starting from scratch.
Please answer every question above to continue.
Part 3 of 4 · Trust
Answer honestly, not aspirationally. 1 = strongly disagree, 5 = strongly agree.
I know what client or financial information I should not paste into an AI tool.
I check AI output for accuracy before it goes to a client or into my books.
I would be comfortable telling a client that AI helped produce their work.
I know where my information goes when I use the AI tools I use.
Please answer every question above to continue.
Part 4 of 4 · Next step
Answer honestly, not aspirationally. 1 = strongly disagree, 5 = strongly agree.
I know which single task I would automate first if I sat down to do it this week.
I have a clear idea of what my week would look like with those hours back.
I know where to get an answer when I get stuck on an AI tool.
Nothing is stopping me from starting except time, not confusion about where to begin.
Please answer every question above to continue.
Last part · Your team
Answer honestly, not aspirationally. 1 = strongly disagree, 5 = strongly agree.
I know which AI tools the people who work with me are already using.
The people who work with me know what client information should never go into an AI tool.
I could explain to my team why AI matters for our business without getting into jargon.
Someone other than me could run our AI-assisted tasks if I were away for a week.
My team would say they feel confident about AI rather than fearful or confused.
Please answer every question above to continue.
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Your AI readiness score
Where your points came from
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