Most service businesses at $5M–$50M are somewhere between curious and overexposed. This assessment takes 2 minutes and gives you an honest read on where AI risk lives in your operations.
Question 1 of 5
How would you describe your operational processes today?
Think about what happens when a new client comes in, or when a key team member is out for a week.
Question 2 of 5
How much of your team's week goes to repetitive, manual work?
Data entry, status updates, report generation, scheduling, follow-up emails — tasks that feel predictable but still require a person.
Question 3 of 5
When AI vendors pitch you, what actually happens?
Be honest. Most executives we talk to are somewhere between interested and overwhelmed.
Question 4 of 5
How confident are you in your team's ability to implement an AI tool if you chose one?
Implementation failure is the most common and most expensive AI mistake. Who owns it when it goes sideways?
Question 5 of 5
What's the honest reason you haven't moved faster on AI?
No wrong answers. The most useful outcome is clarity about what's actually in the way.