Assessment

AI Opportunity Survey

~5 minutes.

Only business name, your name and role, and email are required. Everything else is optional.

1. Business name *

2. Your name and role *

3. Email *

4. Website

5. What does your business do?

6. How many people work there?

7. What tools or software do you use now?

(e.g. Google Workspace, Excel, QuickBooks, Shopify, Mailchimp)

8. Does your business handle sensitive data?

Pick any that apply.

Personal infoPayment cardsHealth info (HIPAA)Not sure

11. Roughly how many hours a week go to those?

12. Do you use any AI tools today? Which ones, and how's it going?

13. Anything specific you'd want AI to take off your plate?

14. What made you reach out now?

15. How did you hear about me?

16. What would a win look like from this assessment?

Describe the work, not individual customers. Please don't include passwords, card numbers, or personal or health records.

Your information is handled as described in the Privacy Policy.

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