Free · 3 Minutes
Your AI Readiness Audit
Answer 6 questions about your current workflow. Get a personalized automation score + specific recommendations — no fluff, no upsell until you ask.
Step 1 of 6
What type of business do you run?
Dental Practice
Dentist, orthodontist, oral surgeon
Law Firm
Attorney, paralegal, legal services
Real Estate
Agent, broker, property management
Restaurant / Food
Restaurant, café, catering
Retail / E-Commerce
Store, boutique, online shop
Other Service Business
Consultant, contractor, healthcare, etc.
How do customers book appointments with you?
We don't really have a system
People just show up or text us
Manually — phone calls
Staff schedules everything by phone
Manually — email or DMs
Back-and-forth to find a time
Basic online calendar
Calendly or similar — but manually managed
Fully automated system
Books, confirms, and reminds automatically
How do you follow up with leads after first contact?
We don't really follow up
If they're interested, they'll call back
Manual phone calls when we remember
Someone on the team reaches out ad hoc
Manual emails, no set schedule
We write follow-ups individually
Basic CRM with reminders
HubSpot, Salesforce, etc. — but manually
Automated sequences
Emails and texts go out automatically
How do you handle customer questions and support?
Phone only — during business hours
Customers wait until we're open
Email — we respond within a day or two
Manually handled by staff
Live chat or SMS — manually staffed
Someone watches and responds
Mix — some FAQ automation, mostly manual
Chatbot handles basics, humans handle the rest
Mostly automated 24/7
AI handles most questions without staff
How many hours per week does your team spend on manual admin work?
Less than 5 hours
Pretty lean already
5–10 hours
Noticeable time sink
10–20 hours
Significant — someone's full focus
More than 20 hours
We're drowning in admin
Almost done — where do you lose the most?
Lost leads from slow follow-ups
No-shows and scheduling chaos
Overwhelmed by repetitive questions
Admin eating all my time
All of the above, honestly
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