AI Business Assessment

Company Overview

Company Name *

Website

Industry *

Headcount (Full-time/Part-time) *

Number of Departments/Teams *

Annual Revenue (Optional)

Core Products/Services Offered *

Main Competitors (if known)

Strategic Goals & Pain Points

Top 3 Strategic Goals (next 12-24 months) *

Top 3 Operational Challenges *

Where are you under pressure to cut costs or improve margins? *

Current bottlenecks in delivery or scale *

Have you used AI or automation tools before?

Customer-Facing Processes

Do you offer customer support? *

Email Live Chat Phone No customer support

Support tickets/inquiries per month

Average resolution time

Support tools used

Do you use canned responses or AI support?

Do you run sales operations? *

Lead generation methods

CRM tools used

Marketing & Content

How do you handle marketing content? *

Marketing channels used (check all that apply)

Blog/Content Marketing Social Media Paid Advertising Email Marketing SEO None currently

Content generation process

Internal Processes & Admin

Internal communication tools *

Do you have documented SOPs (Standard Operating Procedures)? *

Employee onboarding and training process

Manual or spreadsheet-heavy processes

Areas requiring human review or decision-making

Data & Infrastructure

Data storage and management tools *

Structured databases in use

KPI tracking and metrics

Large volumes of unstructured data

Customer/behavioral data access

Privacy/compliance concerns

Team Workflows & Processes

Tell us about your key teams and their workflows

Repetitive & Predictable Tasks

Tasks that follow clear, rule-based processes

Decisions based on simple data checks

Copy-paste or data transfer between systems

Current AI & Automation Usage

Are you currently using any of the following? (Check all that apply)

ChatGPT / AI writing tools AI image/video tools (Midjourney, etc.) Zapier/Make automation tools Customer support bots AI code assistants (GitHub Copilot) Document automation/AI summaries Voice recognition/transcription None currently

Success stories or frustrations with AI tools

Appetite for Change

How open are your teams to adopting new AI tools? (1-10 scale) *

1 (Resistant) 10 (Eager) 5

Internal champions who can drive adoption

Internal resistance or fears around automation

How urgently are you looking to see results? *

Compliance, Risk & Budget

Regulatory or compliance constraints

Departments/processes that cannot be automated

Budget for AI/automation (next 6-12 months)

Project scope preference

Quick wins (small automations, under £5k) Mid-scale implementations (tool replacements, AI assistants) Full-scale transformation (multi-department workflows)

Solution preference

SaaS tools Custom AI solutions Mix, depending on use case

Final Thoughts

Anything else we should know?

Almost Done!

Thank you for taking the time to complete this comprehensive assessment. Our AI experts will review your responses and prepare a detailed analysis of cost-saving opportunities specific to your business.

We'll contact you within 24 hours to discuss our findings and next steps.