AI Automation Readiness Assessment

Discover How Much Time, Revenue, and Productivity Your Business Could Unlock With AI

Most businesses know AI is important. Few know exactly where to start.Complete this 2-minute assessment to discover your AI Automation Score and identify the workflows that could deliver the biggest impact across sales, support, operations, and administration.

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Q1. How does your team currently handle repetitive administrative tasks?

🧩 Benchmark Insight:
High-growth businesses rarely scale by adding administration at the same rate as revenue.
The strongest operators continuously identify repetitive work that can be standardised, automated, or delegated before hiring additional headcount.

Entirely manuallyMostly manually with some automationA mix of manual and automated processesMostly automatedFully automated

Q2. How are customer enquiries currently managed?

💡 Benchmark Insight:
Businesses that respond to enquiries first are significantly more likely to convert opportunities than those relying on delayed manual follow-up.
Speed-to-response is increasingly becoming a competitive advantage.

Staff manually respond to all enquiriesShared inboxes and spreadsheetsBasic chatbot plus human supportAutomated routing and workflowsAI-powered support system

Q3. How much time does your team spend on data entry, reporting, or updating systems each week?

💡 Benchmark Insight:
In many organisations, highly skilled employees spend a surprising portion of their week updating systems rather than making decisions. AI and workflow automation are increasingly being used to shift teams from administration to value creation.

More than 20 hours10–20 hours5–10 hoursLess than 5 hoursAlmost none

Q4. Which area creates the biggest operational bottleneck in your business?

📊 Benchmark Insight:
Lead engagement drops rapidly as response times increase. Businesses with automated follow-up workflows often capture opportunities that slower competitors never reach.

More than 24 hoursWithin 24 hoursWithin a few hoursWithin 1 hourInstantly

Q5. Which area creates the biggest operational bottleneck in your business?

📊 Benchmark Insight:
Most operational bottlenecks occur where information moves between people, teams, or systems. These handoff points are often the first areas targeted for automation.

Customer supportSales and lead managementScheduling and administrationReporting and analyticsInternal communication

Q6. How often do routine tasks require staff intervention?

📊 Benchmark Insight:
The most scalable businesses design workflows where routine activities happen automatically and staff focus on exceptions, decisions, and customer relationships.

ConstantlyFrequentlySometimesRarelyAlmost never

Q7. Do you currently use AI tools within your business?

📊 Benchmark Insight:
Many organisations have widespread AI usage but limited business impact. The difference is whether AI exists as a personal productivity tool or as part of a structured operational workflow.

No AI toolsExperimenting with AIAI used by individual team membersAI integrated into some workflowsAI embedded across multiple departments

Q8. How confident are you that no customer enquiry, lead, or task falls through the cracks?

📊 Benchmark Insight:
Revenue leakage rarely comes from poor products. More often, it comes from missed follow-ups, delayed responses, and tasks that lack clear ownership.

Not confident at allSlightly confidentModerately confidentVery confidentCompletely confident

Q9. What best describes your current reporting process?
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📊 Benchmark Insight:
Organisations that rely on manual reporting often spend more time collecting data than acting on it. The goal of automation is not better reports. It's faster decisions.

Manual spreadsheetsMultiple disconnected systemsPartially automated reportsAutomated dashboardsReal-time reporting

Q10. What is your primary goal for implementing AI?

📊 Benchmark Insight:
The highest-performing AI initiatives usually begin with a business outcome, not a technology objective. The most common goals are improving customer experience, increasing operational capacity, and enabling growth without proportional increases in cost.

Reduce operational costsImprove customer experienceIncrease sales conversionsAI integrated into some workflowsAI embedded across multiple departments

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You're Ahead of Most Businesses Already

Most organisations know AI is important. Very few have identified exactly where it can create the biggest operational impact. The next step is understanding which workflows can be automated first and what return you can realistically expect.

Drop us your Email and we will reach out to you with the next steps.

OR Book a complimentary AI Strategy Session with Shift AI.