Full Name

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1. Business Awareness & Goals: Have you identified key areas where AI can improve your business (e.g., marketing, sales, operations)?

Yes

No

Yes, but don't know what Ai tools to use

Do you have clear goals for AI implementation (e.g., increase leads, automate customer service, optimize decision-making)?

Yes

No

Are you aware of competitors using AI and the benefits they are gaining?

Yes

No

2. Data & Technology Infrastructure: Do you have a CRM or customer database that AI can leverage for insights?

Yes

No

I have one but unsure if I can integrate Ai for leverage

Is your data organized and accessible for AI tools to analyze? (e.g. Docs, spreadsheets, CRM, etc..)

Yes

No

Are you using cloud-based systems that integrate easily with AI solutions?

Yes

No

Unsure

3. Marketing & Sales Automation: Are you currently using any automation tools for email marketing, chatbots, or lead generation?

Yes

No

Would you benefit from AI-driven content creation, social media automation, or predictive analytics for ad targeting?

Yes

No

Do you need a more efficient system for nurturing leads and improving conversion rates?

Yes

No

4. Customer Engagement & Support: Are you struggling to respond to customer inquiries quickly and efficiently?

Yes

No

Would an AI chatbot or virtual assistant help manage common questions and appointments?

Yes

No

Do you want to personalize customer interactions using AI-driven insights?

Yes

No

5. Financial & Legal Readiness: Have you assessed the potential ROI of AI adoption in your business?

Yes

No

Are you aware of data privacy and security considerations when using AI tools?

Yes

No

Do you have a budget for AI implementation?

Yes

No

Unsure

6. Optimization & Growth Strategy: Are you looking for ways to streamline operations and reduce manual tasks?

Yes

No

Do you want real-time data insights to help with decision-making and forecasting?

Yes

No

Are you open to continuous improvement and staying ahead of AI trends?

Yes

No

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