Business Assessment | Are You AI Ready?

Step 1 of 7

Tell Us About Your Business

Basic information so we can tailor your recommendations to your specific situation.

Business Name

Industry / Business Type

How many people work in your business?

Just me (sole trader) 2–5 people 6–15 people 16–50 people

Business Location (City / State)

Step 2 of 7

Daily Operations

Help us understand how your business runs day to day.

What are the first things you or your team do when you open each day?

e.g. Check emails, call back missed calls, update bookings, open registers...

What repetitive tasks take up the most time in your week?

These are often the best candidates for AI automation.

Where do you store important business documents?

Paper / physical files Computer folders (local) Google Drive / Dropbox Industry-specific software Mix of the above

Step 3 of 7

Customer Service & Communications

How you communicate with customers is one of the biggest opportunities for AI.

How do customers typically contact you? (Select all that apply)

📞 Phone calls 📧 Email 💬 SMS / Text 📱 Social media 🏪 Walk-in / In person 🌐 Website form

Do you get customer inquiries after hours?

Yes, regularly — and they often go unanswered until next day Sometimes Rarely

What are the most common questions customers ask?

How do you manage customer contacts and relationships?

No system — memory, phone contacts Spreadsheet CRM software (HubSpot, Salesforce, etc.) Industry-specific software

What email platform does your business use?

Step 4 of 7

Scheduling, Accounting & Payments

Two of the biggest time-savers for Australian businesses are automated booking and accounting.

How do customers currently book appointments or services?

Phone call only Email only Online booking system Walk-in / no bookings needed Mix of the above

What accounting software do you currently use?

How do customers pay you?

💵 Cash 💳 EFTPOS 🌐 Online payment 🏦 Bank transfer 📄 Invoice / pay later

Step 5 of 7

Marketing & Social Media

AI can save hours every week on content creation, scheduling, and ad management.

Which platforms do you use for marketing? (Select all that apply)

📘 Facebook 📷 Instagram 🔍 Google Ads 📧 Email marketing 🎵 TikTok 💼 LinkedIn 🚫 None — don't do marketing

How much time do you spend on social media / marketing each week?

None / I don't do it Less than 1 hour 1–3 hours 3–8 hours More than 8 hours

Do you track inventory or stock?

Yes — manually (spreadsheet or paper) Yes — with software No — not applicable to my business

Step 6 of 7

Your Biggest Challenges

This is the most important section. The more detail you give, the more targeted your recommendations will be.

What's the #1 thing that wastes the most time in your business?

If you could wave a magic wand, what would you automate first?

What's your monthly budget for tools and software?

$0 — free tools only $1–$50/month $50–$200/month $200–$500/month $500+/month

Step 7 of 7 — Final Step

Almost There! Where Should We Send Your Report?

Your custom AI report will be generated and emailed to you. Secure payment via Stripe — takes 30 seconds.

Your Full Name

Email Address

Your report will be delivered here. Double check this is correct.

Phone Number

Optional — only used if we need to follow up on your report.

After submitting, you'll be redirected to our secure Stripe payment page. Once payment is confirmed, your custom AI report PDF will be generated and emailed to you within minutes.

Total Due Today: $99.00 AUD

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