Diagnostic Instrument

How Ready Is Your Business for AI?

Answer 15 quick questions about how your business runs today. Get a 0–100 readiness score, your biggest automation opportunities and a 30-day starting plan. Free, no signup.

Free — no signup

Your assessment

  1. 1.When someone wants to contact you, how do their details get captured?

    Website forms, phone, chat — does every inquiry land in one place?

  2. 2.How quickly does a new lead get a first response?

    An instant automatic reply counts as automated; "when someone gets to it" is manual.

  3. 3.Where do customer records and conversation history live?

    A CRM everyone updates is automated; spreadsheets and memory are manual.

  4. 4.How do customers book appointments or service visits?

    Online self-booking with reminders is automated; phone tag is manual.

  5. 5.What happens when a call goes unanswered?

    An automatic text-back or AI receptionist is automated; voicemail alone is not in place.

  6. 6.How are follow-up emails to leads and customers handled?

    Sequences that send themselves are automated; "I should write back" is manual.

  7. 7.Do you use text messages to follow up with leads and customers?

    Texts get read within minutes — automated SMS follow-up is a major lever.

  8. 8.How do you collect and respond to Google reviews?

    Automatic review requests after each job count as automated.

  9. 9.How are repetitive customer questions (hours, pricing, availability) answered?

    An FAQ chatbot or auto-reply is automated; typing the same answer daily is manual.

  10. 10.How much repetitive admin work (data entry, invoicing, reminders) is done by hand?

    "Well automated" means the routine paperwork mostly runs itself.

  11. 11.How do you know which marketing and sales numbers are up or down?

    A dashboard that updates itself is automated; assembling numbers by hand is manual.

  12. 12.Do your tools (website, calendar, invoicing, CRM) talk to each other?

    Re-typing the same info into two systems means they are not integrated.

  13. 13.How complete and current is your customer data (emails, phones, job history)?

    Automation is only as good as the list it runs on.

  14. 14.How comfortable is your team with adopting new digital tools?

    Tools only pay off when the team actually uses them.

  15. 15.Are there rules for what must be approved by a person before it goes out?

    Clear approval rules make automation safe to expand.

  1. How your business handles enquiries today
  2. Weighed across capture, response and follow-up
  3. Gaps identified by area
  4. A score with where to start
How your readiness score is assessed

What this score measures

Most local businesses don’t need futuristic AI — they need the repetitive work to stop eating their week: answering the same questions, chasing quotes, re-typing customer details, remembering to ask for reviews. This assessment reads fifteen operational areas and shows where automation would pay off first.

The score, hour estimates and recommendations are directional — a map of where to look, not a guarantee. Businesses that start with one well-chosen automation nearly always find the second one easier.

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<p style="font:12px system-ui,sans-serif;text-align:center;margin:6px 0"><a href="https://allianceoptima.ca/tools/ai-readiness-score">AI Readiness Score by Alliance Optima</a></p>