AI Opportunity Assessment

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Your Details

Business Name *

Your Name *

Email Address * (roadmap will be emailed here)

Phone Number

Business Overview

1.1

What industry does your business operate in?

Retail / E-commerce Hospitality / Café / Restaurant Trades & Construction Professional Services Health & Wellness Beauty & Personal Care Real Estate Education & Training Manufacturing / Production Transport & Logistics Creative / Marketing / Media Other

If other:

1.2

How many people work in your business?

Just me 2–5 employees 6–15 employees 16–30 employees 31–50 employees More than 50

1.3

How long has the business been operating?

Less than 1 year 1–3 years 3–5 years 5–10 years More than 10 years

1.4

Briefly describe what your business does and who your customers are.

1.5

What are your top 3 business priorities over the next 12 months?

Operations & Technology

2.1

Which tools or software does your business currently use?

Microsoft 365 Google Workspace Accounting software (Xero, MYOB) CRM software Scheduling / booking software E-commerce platform Social media management tool Email marketing platform Website / online presence Mostly manual / paper-based

2.2

How comfortable are you with technology? (1–5)

Very uncomfortable

Very comfortable

2.3

Which tasks take up the most time? (Top 3)

Admin & paperwork Customer enquiries & follow-ups Invoicing & bookkeeping Social media & marketing Scheduling & appointments Quoting & proposals Reporting & data analysis Staff / HR tasks

2.4

Tasks you wish could be automated?

2.5

% of your week on repetitive/routine tasks?

Less than 10% 10–25% 26–40% 41–60% More than 60%

Customers & Sales

3.1

How do customers typically find your business?

Word of mouth / referrals Google search / SEO Social media Paid advertising Walk-in / physical location Website enquiry form Online marketplace Industry directory

3.2

Biggest challenge winning new customers?

3.3

How quickly do you respond to new enquiries?

Within 1 hour Within a few hours Same day 1–2 days Longer than 2 days

Staff & Productivity

4.1

Most common team bottlenecks?

4.2

Does your team currently use any AI tools?

Yes — regularly Yes — experimenting No — but interested No — not sure it's relevant

If yes, which tools?

4.3

How important is staying current with technology? (1–5)

Not important

Very important

Finance & Operations

5.1

Do you have real-time visibility of business performance?

Yes — clear dashboards Some reports, not real-time No — relying on gut feel No — but want this

5.2

Financial / operational challenges that concern you most?

5.3

Weekly admin hours that don't generate revenue?

Less than 2 hrs 2–5 hours 5–10 hours 10–20 hours More than 20 hrs

AI Readiness

6.1

How familiar are you with AI? (1–5)

Not familiar

Very familiar

6.2

Which AI use cases interest you most? (Top 3)

Automated customer responses Drafting emails & marketing content Analysing sales data & trends Automating invoicing & admin Scheduling & appointments Generating quotes faster Personalised marketing Transcribing meetings & calls Inventory forecasting Staff training materials

6.3

Concerns about adopting AI?

Cost / budget Data privacy & security Team adoption Not relevant to my industry Time to learn new tools Not sure where to start Reliability / accuracy No major concerns

6.4

Monthly investment readiness (if ROI is clear)

Under $100/month $100–$300/month $300–$500/month $500–$1,000/month $1,000+/month

6.5

Anything else you'd like us to know?

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