Find out where AI can save you the most time and money. A structured 15-minute self-assessment that gives you a prioritized action plan.
Most small business owners know AI could help them, but they do not know where to begin. Should you automate email? Fix your social media? Streamline operations? The answer depends on your specific business, and it is different for everyone.
This checklist is a structured self-assessment that scores your business across six key areas. In 15 minutes, you will know exactly where AI will have the biggest impact, what to prioritize first, and which tools to use. No guessing. No wasted time on the wrong projects.
Work through each section, check the boxes, tally your scores, and walk away with a clear, prioritized action plan ranked by impact and ease of implementation.
Response times, follow-ups, review management, email consistency, and tone across your team.
Posting frequency, content calendar, email newsletters, messaging consistency, and content creation.
Process documentation, meeting notes, task tracking, scheduling, and document templates.
Lead response time, follow-up systems, proposal speed, pipeline tracking, and CRM usage.