Intake

AI Readiness Diagnostic.

21 questions across 7 dimensions — designed to reveal exactly where AI will deliver the highest ROI for your operation. No wrong answers.

Answer based on how things actually run — not how they should. Honesty beats polish here. Your responses are used exclusively to design the most relevant AI strategy for your team.

Your details

Who is filling this out?

01
Context
Question 01

What does your business primarily do?

Pick the closest fit — we'll get into specifics shortly.

Question 02

How big is your current team?

Question 03

What's eating the most hours in your business right now?

Select everything that feels true.

02
Pressure Points
Question 04

If something consistently keeps you up at night about your business, what category does it fall into?

Question 05

How much of your week is spent on work only you can do?

1 = almost all repetitive tasks · 10 = nearly everything requires my expertise

Mostly repetitiveTruly irreplaceable
Question 06

Where do most of your customers currently come from?

Question 07

What happens to leads or prospects who don't buy immediately?

03
People & Systems
Question 08

How do you currently track customers, leads, or projects?

Question 09

How often does work get redone or corrected because of miscommunication?

Question 10

If your top employee or yourself were unavailable for two weeks, what would break first?

Question 11

How would you describe the average skill level of your team with technology?

04
Revenue & Sales
Question 12

Where in the sales process do you lose the most potential customers?

Question 13

How predictable is your monthly revenue?

1 = completely unpredictable · 10 = we know exactly what's coming in

UnpredictableHighly predictable
Question 14

Does your business produce recurring revenue (subscriptions, retainers, repeat orders)?

05
Marketing & Content
Question 15

How consistently does your business produce marketing content?

Posts, emails, videos, ads — anything public-facing.

Question 16

What's the single biggest reason you don't produce more content?

06
AI Readiness
Question 17

How has your business used AI so far?

Check all that apply.

Question 18

What's your honest hesitation about adopting AI into your business?

Question 19

If AI could handle one thing in your business starting tomorrow, what would have the biggest immediate impact?

07
Goals & Vision
Question 20

What does success look like for your business 12 months from now?

Question 21

What's something you've tried to fix in your business more than twice but it still isn't solved?

This is the real bottleneck. Nothing is too simple or too messy to say here.

You're done.

Submit your responses and we'll map out exactly where AI can deliver the highest ROI for your operation.

Sent privately to gwaltney@tailoredtechsolutions.org

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