AI Readiness Mini-Audit

How to score

• For each question, score yourself honestly: 2 = fully handled and automated, 1 = partially handled or manual, 0 = not handled.
• Add up your total out of 30.
• Do not score based on plans. Score based on what is actually running right now.
• This takes 10 minutes. Set a timer. Do not overthink each question.

Section 1: Communication and Follow-Up

Questions 1 to 5

1. 1When a new enquiry comes in outside business hours, what happens? 2: automated response goes out within 15 minutes 1: someone replies when they see it next 0: they wait until the next business day
2. 2How do you follow up with leads who do not respond after the first conversation? 2: automated sequence runs without anyone doing anything 1: someone follows up manually when they remember 0: you do not follow up unless they come back
3. 3When a client books an appointment, what happens next? 2: confirmation and reminder emails send automatically 1: someone sends a confirmation manually 0: you rely on them to remember
4. 4What happens when someone calls and no one answers? 2: they receive an automatic text response within minutes 1: you call back when you see the missed call 0: you hope they call again
5. 5How are new enquiry details recorded? 2: captured automatically into a CRM or database via form or bot 1: written down or saved manually somewhere 0: kept in email threads or from memory

Section 2: Operations and Admin

Questions 6 to 10

1. 1How are invoices sent? 2: automatically at project milestones or on a fixed schedule 1: manually by you or a team member when remembered 0: when the client asks or when you remember
2. 2How do you know the current status of every active client right now? 2: a dashboard or CRM view that updates automatically 1: a spreadsheet or list maintained manually 0: from memory or by asking the team
3. 3When a client asks a question your team has answered before, what happens? 2: there is a documented FAQ or knowledge base they check first 1: whoever is available answers it from scratch 0: it comes to you
4. 4How long does onboarding a new client take from signing to first delivery? 2: 24 to 48 hours with an automated system handling most steps 1: a few days with mostly manual setup 0: longer, and it varies every time
5. 5Could your business handle 3x the current volume of clients today? 2: yes, the systems would scale without breaking 1: maybe, but it would need hiring or significantly more of your time 0: no, quality would drop immediately

Section 3: Content and Pipeline

Questions 11 to 15

1. 1How far ahead is your social content planned? 2: at least 2 weeks, scheduled and queued in a tool 1: a few days ahead, posted manually 0: you post when you have time or inspiration
2. 2How do you get client reviews or testimonials? 2: automated request goes out after every completed project 1: you ask manually when you remember 0: you wait for clients to leave them voluntarily
3. 3What happens to a lead who visits your website but does not contact you? 2: retargeting, a bot, or a lead magnet captures their intent 1: they leave and you have no visibility 0: nothing
4. 4How do you handle repetitive content creation tasks? 2: templates and AI tools cut creation time to under 30 minutes per piece 1: using some templates but still takes significant manual time 0: creating everything from scratch each time
5. 5What does your pipeline look like from first contact to closed client? 2: defined stages, automated nudges, and full visibility 1: loosely tracked, mostly by memory or email search 0: no defined pipeline

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