Where does your business sit between A and B?

Eight questions, two minutes. You get a score out of 16 and the two systems that would move it most.

1. How do new leads get followed up?

When someone has time, by hand From templates, but a person has to send them Automatically, within minutes, by text and email

2. Where does your client and lead information live?

Inboxes, phones and spreadsheets A CRM that nobody fully uses A CRM with stages the whole team works from

3. How are intake, scheduling, documents and reporting handled?

By hand, every time Some templates and a few shortcuts Mostly automated, with a person checking exceptions

4. When someone asks ChatGPT or Google AI who to hire in your field, what happens?

We've never checked We checked; a competitor is named, not us We're named and described correctly

5. Paid advertising?

None, or we stopped because it didn't seem to work Running, but we can't tie it to revenue Running and tracked to closed business

6. How does your team use AI today?

It doesn't A few people use ChatGPT or Claude now and then Daily, with shared projects and workflows

7. How do you know how the business did last week?

Someone pulls the numbers by hand when asked A weekly report someone assembles Dashboards that update themselves

8. Who can ship a new tool or automation for the business?

Only the owner, when there's time One person, with outside help The team scopes and builds its own

Answer all eight to see your score.

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AI implementation, automation and training for businesses. Boca Raton, Florida, serving the U.S.