AI Automation Readiness
8 questions on your workflows and stack, and you get a Low / Medium / High readiness rating.
01. How many times per week do you manually move data between systems?
02. Do you use a CRM to track leads and clients?
03. How do new leads contact you?
04. Does your website take inquiries, orders or sign-ups?
05. How many people handle admin / onboarding?
06. Do you have documented procedures for repeated work?
07. How many digital tools do you use daily?
08. Have you tried automation before?
How the readiness score works
Eight questions cover how the business runs today: how often data is moved between systems by hand, whether leads are tracked in a CRM, how new leads reach you, whether your website takes inquiries, orders or sign-ups, how many people handle admin, whether repeated work is documented, how many digital tools you use in a day, and whether you have tried automation before.
Each answer is worth zero to two points, and the maximum is 16. Up to 5 points is low readiness, 6 to 10 is medium, and 11 or more is high. Every level comes with a short explanation and three next steps: at low readiness they are about documenting processes and settling on one CRM, at medium about automating a single workflow from start to finish, and at high about choosing what to do first and monitoring it.
The score reflects how organized the work already is, and that is what decides whether an automation holds up once it is live. A low score is not a verdict on the business; it says the groundwork comes first. Your answers are not saved and are not sent anywhere.
Questions about this tool
What does a low score mean?
That the groundwork is missing: processes that are not written down anywhere and data spread across tools. The result suggests picking one CRM, documenting your three most repeated workflows and finding the one with the most manual handoffs. That one is the first candidate for automation.
Why does the quiz ask what my website does?
A site or store that already takes inquiries, orders or course sign-ups gives automation something to connect to. The platform does not change the score: WooCommerce, Shopify and a custom build count the same. The answer adds up to two points to the score, and it is only one of eight inputs.
I scored high. What should I do first?
Following the high-readiness result: rank the candidates by time saved multiplied by how often the task happens and start with the top one, add monitoring of what ran and what failed, and document every automation so that someone else can diagnose a fault.