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Free self-assessment

The AI readiness assessment for contractors and local service businesses. Built for 5 to 50 employees, not enterprise IT.

Nearly every AI readiness assessment you'll find ranks for enterprise: data governance boards, cloud migration, compliance frameworks. Useful if you run a 4,000-person company. Useless if you run a plumbing outfit with two office staff and a whiteboard. This one scores the seven areas where a 5 to 50 employee service business actually leaks time and money, in 28 questions, in about four minutes. It tells you whether your operation is ready to get real value from automation, and which area to fix first.

Who this is for, and who it isn't

It's for established businesses with paying customers and a team. HVAC, plumbing, electrical, roofing, landscaping, cleaning, and their office-side cousins: law firms, agencies, real estate offices, small manufacturers. The same businesses the rest of this site is written for.

It's not for enterprises with an IT department. The Microsoft and Cisco readiness frameworks are genuinely better for you, and this score would waste your time. It's also not for pre-revenue startups looking for an AI cofounder. If you don't have customers and workflows yet, there's nothing here to assess.

The trade, stated before you make it

The results are gated. After the last question you'll enter your name, email, and business name, and the results appear right on this page: a score for each of the seven areas, your single biggest gap, and what that gap typically costs a business your size. No report emailed later, no PDF held hostage. What we get is your answers, which we read before any call you ever book, so the first conversation starts sharp instead of from zero. If that trade doesn't suit you, close the tab. No hard feelings.

01

Lead Intake

Every channel a prospect can reach you on, forms, phone, referrals, DMs, walk-ins, and what happens in the first 60 seconds.

A lead comes in through your website form at 7pm. When does a human see it?
Can you name every channel a lead can reach you on, and who owns each one?
What happens to a missed phone call?
Do new leads land in one shared place, like a CRM or shared inbox?
02

Follow-Up

Response time, multi-touch cadence, who owns the next step, and where leads go cold.

A quote goes out and the customer goes quiet. What happens next?
How fast does a new inquiry get a first response?
Who owns the next step on every open lead?
Leads that said "not right now": do they ever hear from you again?
03

Sales Process

Quote turnaround, proposal flow, pipeline stages, deal hygiene, and forecast confidence.

From site visit to quote in the customer's hand: how long?
Can you see every open deal and what stage it's in right now?
Does every deal follow the same steps?
Do you know your close rate on quotes?
04

Admin Workload

Manual data entry, copy-paste between tools, scheduling, invoicing, and document prep.

Hours per week the owner and office spend retyping data between tools?
When does the invoice go out after a job closes?
How does scheduling happen?
Standard documents, quotes, intake forms, onboarding packets: templated?
05

Customer Communication

Welcome, onboarding, status updates, retention touches, and post-job follow-through.

Does the customer know their job status without calling you?
Review requests after a finished job?
Post-job follow-through, maintenance reminders, seasonal touches?
Is onboarding a new customer the same experience every time?
06

Reporting & Visibility

Pipeline, response time, capacity, conversion, and revenue dashboards the owner actually opens.

Can you see this month's pipeline value right now?
Response time, conversion, and capacity: tracked anywhere?
A bad month is coming. When do you find out?
Do you know which jobs actually make money?
07

Repetitive Team Tasks

Anything your team does the same way more than ten times a week across sales, ops, and back office.

Tasks your team repeats ten or more times a week, by hand?
Someone's out sick. Does their work still happen?
Checklists for recurring work?
Is the same data typed into more than one system by hand?
0 of 28 answered
Results show right here after you submit: your score in each of the seven areas, your single biggest gap, and what that gap typically costs. Your answers go to us, we read them before any call you book, and nothing gets sold to a list.

Answer the remaining 28 questions above to see your results.

What the score means

The maximum is 56. Above 42, your systems can carry automation, and the work is choosing the two or three spots where it pays back fastest. From 24 to 41, some areas are ready and some would just automate the mess faster, so the weakest area gets fixed first. Below 24, the honest reading is process first, AI later. That last band is the one most AI vendors won't tell you about, because the fix isn't software.

The scoring is blunt on purpose. Every question is about what your operation does today, not what you plan or hope. Answer what actually happens on a Tuesday, not what the binder says should happen.

What happens after

Nothing, unless you want it to. The score and the gap readout are yours either way. If the result says your systems are ready, or you want the weak areas mapped by someone who walks these seven areas every week, the next rung is the paid assessment engagement, where we map your actual workflows and put your real numbers on each gap. And if your biggest gap turns out to be intake, the missed call cost calculator will put a dollar figure on it from your own call volume in about a minute.

Questions operators ask before taking it

01 Is this the paid assessment?
No. This is the free self-assessment: you answer 28 questions about your own operation and get a scored readout in about four minutes. The paid engagement is a different thing. We come in, map your intake, follow-up, and admin workflows in person, and hand you a prioritized plan with real numbers from your business. The free score tells you whether that's worth doing at all.
02 Will you try to sell me something regardless of my score?
The score decides what we'd even suggest. If it says your processes aren't ready, the honest next step is process work, and most of that you can start without hiring anyone. A low score followed by a pitch for AI implementation would contradict everything this site says about sequencing. If your score is high and your gaps are specific, the paid assessment is the logical next rung, and we'll say that too.
03 What happens to my answers?
They're stored with your name and business name, and we read them before any call you book, which makes the first conversation sharper. They don't go to a mailing list broker and they don't turn into a drip campaign. You'll hear from a person, not a sequence.
04 What does the score actually measure?
Systems maturity, not AI knowledge. Every question asks how your operation handles something today: a lead at 7pm, a quiet quote, an invoice after a job. Businesses that score high have processes automation can plug into. Businesses that score low would be automating a mess, and the score says so plainly.