AI Business Assessment (Default)
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5
sections
Greeting & Contact Info
Email Address *
*
Phone Number (Optional)
👤
What is your name?
*
Next Step
Business Basics
What is the name of your business?
*
What type of business do you run? *
Technology & Digital Services
IT/MSP, software, web dev, digital marketing, tech consulting
Professional Services
Accounting, legal, financial advisors, business consulting
Healthcare & Wellness
Dentists, chiropractors, physio, vets, medical clinics
Contractor / Trades
HVAC, plumbing, electrical, construction, roofing
Property Management / Real Estate
Rentals, property services, real estate agents
Salon / Spa / Beauty
Hair salons, nails, esthetics, med spa, wellness
Fitness & Gyms
Personal training, yoga studios, CrossFit, fitness classes
Home Services
Cleaning, landscaping, lawn care, pest control, handyman
Education & Training
Tutoring, music lessons, coaching, training centers
Automotive Services
Auto repair, detailing, body shops, car care
Other Service Business
Professional service business not listed above
How many people work in your business? *
Select team size
Just me (solopreneur)
2-5 employees
6-10 employees
11-20 employees
20+ employees
How long have you been in business? *
Select one
Less than 1 year
1-3 years
3-5 years
5-10 years
10+ years
What city is your Business located in?
*
🌍
Country
Select...
Canada
United States
📍
Province
Select...
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Northwest Territories
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
📍
State
Select...
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Next Step
Current Operations
How do customers currently book appointments or services? (Select all that apply)
Phone calls during business hours
Walk-ins / In-person
Email back-and-forth
Social media messages (Facebook, Instagram)
Online but I manually confirm everything
Fully automated online booking system
We don't use appointments
How many customers do you serve per week?
Select range
Less than 10
10-25
25-50
50-100
100+
Which tools do you currently use? (Select all that apply)
Google Calendar
Online booking system (Calendly, Acuity, etc.)
Email marketing (Mailchimp, Constant Contact, etc.)
CRM system
Accounting software (QuickBooks, etc.)
Social media scheduler
Just spreadsheets and manual tracking
Pen and paper / nothing digital
How comfortable are you with technology?
Select one
Beginner - I need help with most tech
Intermediate - I can figure out most things
Advanced - Very comfortable with tech
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Next Step
Pain Points & Challenges
What's Eating Up Your Time? (Select your top 3 biggest time-wasters)
Manual appointment scheduling
Phone tag, double-bookings, calendar management
No-shows and last-minute cancellations
Lost revenue, wasted time slots
Answering the same questions repeatedly
Hours, pricing, services, availability
Following up with customers
Reminders, thank yous, review requests
Creating social media content
Writing posts, finding photos, staying consistent
Creating quotes and proposals
Takes forever, formatting, calculations
Managing online reviews
Forgetting to respond, negative reviews
Data entry and paperwork
Invoices, records, spreadsheets
Roughly how many hours per week do you spend on repetitive administrative tasks?
Select range
Less than 5 hours
5-10 hours
10-15 hours
15-20 hours
More than 20 hours
What's your biggest frustration right now? (Optional)
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Next Step
Goals & Priorities
What would make the biggest impact on your business? (Pick your top priority)
Save Time
Free up 10+ hours per week for myself or staff
Reduce Costs
Cut operational expenses and eliminate waste
Grow Revenue
Serve more customers without hiring more staff
Improve Customer Experience
Better service, faster responses, happier customers
What's your budget for automation tools? (monthly)
Select range
Less than $100/month
$100-250/month
$250-500/month
$500+/month
Not sure yet
When are you looking to implement AI automation?
Select timeframe
As soon as possible
Within 1-3 months
3-6 months
Just exploring options
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