AI Readiness Audit

Book your audit

$495, credited in full toward the 90-Day Sprint if you start within 60 days. $200 off if an SBDC, incubator, or chamber referred you.

This takes about five minutes. Your answers let me prepare ahead, so our hour goes to your business instead of background questions.

Tell me about your business
Pick a time that works
Get an invoice, then we meet

Fields marked with an asterisk are required.

About you

Your name * ⚠ Please enter your name.

Business name * ⚠ Please enter your business name.

Email * ⚠ Please enter a valid email address.

Phone

Website

Were you referred?

Name of the organization * ⚠ Please enter the name of the organization that referred you.

Your contact there * ⚠ Please enter your contact's name.

Contact's phone

Contact's email ⚠ Please add a phone number or a valid email for your contact.

A phone number or an email is enough. I'll use it only to confirm the referral.

Your audit: $495, credited in full toward the 90-Day Sprint if you start within 60 days.

Your business

1. What does your business do, and who are your best customers? * ⚠ A sentence or two is plenty.

2. How many people work in the business, including you and part-timers? * ⚠ Please choose a team size.

3. What three tasks take up the most of your week? *

⚠ Please list at least one task.

4. Which tools do you use now? Check all that apply.

Google Workspace or Gmail Microsoft 365 or Outlook QuickBooks, Xero, or other accounting A CRM (HubSpot, Salesforce, etc.) Website builder (Wix, Squarespace, WordPress) Scheduling or booking software Social media or email marketing tools Payroll or HR software

Anything else?

5. Have you tried any AI tools? Which ones, and what happened?

6. Who on your team is most comfortable with new technology?

Guardrails and goals

7. Do you handle information that shouldn't go into outside tools? Check all that apply.

Client or customer records Health information Financial or payment data Legal or contract files Employee records Not sure

8. What monthly budget could you set aside for new software?

9. What is your main goal for the next 90 days? *

More leads and sales Fewer hours on routine work Faster turnaround for customers Something else

⚠ Please choose one goal.

Say a bit more (optional)

10. What would make this audit worth your time?

Leave this field empty

Your answers go only to me and are used only to prepare your audit. Nothing is shared or sold.

Thank you. Your answers are on their way.

I'll read them before we meet, so we can start on your business right away.

Next: pick a time for your audit

Choose any open hour on my calendar. The audit runs on Zoom, and the link comes with your calendar confirmation.

Pick a time

Before we meet, I'll email an invoice for $495. If you start a 90-Day Sprint within 60 days, the full audit fee comes off the Sprint price.

Questions? Write to [email protected].