1
How much repetitive administrative work does your team complete each week?
Consider data entry, emails, scheduling, reporting, document processing and follow-ups.
AI READINESS CHECKLIST
How ready is your business for AI?
Answer ten practical questions to receive your AI readiness score and an indicative estimate of the time and labour costs your business could potentially save.
Takes 3 minutes
Security included
Instant result
0 of 10 answered0%
2
Does your team manually copy information between business systems?
For example, copying information between email, spreadsheets, CRM, accounting or job-management systems.
3
How are customer enquiries, requests or leads currently managed?
Think about website forms, emails, phone enquiries and social media messages.
4
How often are follow-ups, reminders or internal tasks delayed or missed?
This may include sales follow-ups, payment reminders, approvals or customer updates.
5
Does your business use modern cloud applications?
Examples include Microsoft 365, Google Workspace, Xero, MYOB, HubSpot, Salesforce or industry software.
6
Are your important business processes clearly understood and documented?
AI and automation work best when the steps, owners and approval points are understood.
7
How organised and accessible is your business information?
Consider documents, customer records, policies, reports and operational data.
8
Does your business have security controls for accounts, devices and business data?
Examples include MFA, access controls, device protection, backups and security monitoring.
9
Does your business have guidelines for how employees can use AI?
This includes approved AI tools, data-handling rules, human review and accountability.
10
How ready is your business to improve processes and introduce new technology?
Consider leadership support, employee involvement and willingness to change existing processes.
Please answer all questions to calculate your result.