Before your business invests more time or money into AI, automation, software, or compliance work, it helps to understand what your current foundation can actually support. Answer these 12 questions to see which path fits best.

Section 1: About Your Business

Q1: What best describes your business today? *

We are a solo operator or very small team still building our foundation.

We are a founder-led small business with a small team and growing complexity.

We are an established SMB with multiple people, systems, departments, or locations.

We are growing, but the business is getting harder to manage with the systems and people we have now.

Q2: What is your approximate annual revenue? *

Under $1M

$1M to $5M

$5M to $25M

$25M+

Q3: What role do you play in the business? *

I am the founder, CEO, owner, or managing partner.

I lead operations, IT, compliance, finance, or another key business function.

I am helping research options for the leadership team.

I am a consultant, advisor, or partner researching for a client.

Section 2: Your Business Data

Q4: How clear are you on what business data you currently have? *

Very clear. We know what data we collect, where it lives, and how it is used.

Somewhat clear. We know the main systems, but there are gaps.

Not very clear. Data is scattered across tools, spreadsheets, email, and people's heads.

We have not mapped this before, so we do not have a clear picture yet.

Q5: Where does your most important business data live today? *

Mostly in one or two core systems with clear ownership.

Across several tools, but we can usually find what we need.

Across disconnected tools, spreadsheets, shared drives, email, and manual records.

We often have to ask multiple people to piece together the full picture.

Q6: How reliable is your current data for making business decisions? *

Reliable enough that we use it regularly to make decisions.

Useful, but we still need to double-check or clean things up manually.

Inconsistent. We spend time debating which numbers or reports are right.

Not reliable enough. Many decisions are still made from instinct, partial information, or whatever is easiest to find.

Section 3: Your Tools and AI Experience

Q7: Which statement best describes your current software and tools? *

Our tools are mostly aligned with how the business runs.

We have some duplicate or underused tools, but it is manageable.

We are paying for tools that do not clearly connect to better decisions, cleaner operations, or measurable business value.

We have tool sprawl, disconnected systems, unclear ownership, or too many workarounds.

Q8: Have you already tried using AI or automation in the business? *

No. We are still exploring what would make sense.

Yes, in small experiments or limited use cases, and we want to expand.

Yes, but the value, return, or business impact has been unclear.

Yes, and it stalled because the data, process, or team foundation was not ready.

Q9: What is the main reason you are looking at AI, automation, or better data now? *

Curiosity. We want to understand what is possible.

Efficiency. We want to reduce manual work, tool waste, or repeated tasks.

Growth. We need better systems before adding more people or taking on more work.

Decision pressure. We need a clear roadmap before spending more money on tools, software, hiring, AI, or advisory support.

Section 4: Compliance and Risk

Q10: Do compliance, cybersecurity, customer requirements, or trust concerns affect your business decisions? *

Not currently. These are not active decision factors for us right now.

Somewhat. We have requirements to pay attention to, but they are manageable.

Yes. These requirements are becoming more important as we grow, sell, partner, or serve customers.

Yes. We need to make decisions soon because of contracts, audits, customer requirements, cybersecurity expectations, or compliance obligations.

Section 5: Your Team and Timeline

Q11: How much internal capacity and relevant expertise do you have to work through AI, automation, or data readiness tasks? *

We have both the time and the knowledge to work through a structured DIY process.

We have the time but would need guidance on what to do and in what order.

We have limited time and limited knowledge in this area.

We do not have the internal expertise or bandwidth to assess this properly.

Q12: What business decision are you trying to make in the next 90 days? *

No major decision. We are just learning right now.

Whether to buy, cancel, consolidate, or better use current tools.

Whether to pursue AI, automation, better data systems, or process improvements.

A larger staffing, compliance, software, AI, automation, growth, or operational decision.

Where Should We Send Your Results?

First Name *

Last Name *

Email

Company Name *

Website (optional)

What is the main business decision you are trying to make right now? (optional)