AI readiness assessment

Answer 12 questions to see where AI could help your business first.

FreeRuns in your browserNo signupUpdated 2026-11-05

1. How much of each person's week goes on repetitive tasks, such as copying data, answering the same questions or sorting email?2. Are the steps of your main processes written down?3. Can you measure those processes today: time per task, volume or error rate?4. Where does your business information live?5. How consistent is that information?6. Do you have written answers an assistant could learn from: FAQs, policies, product sheets, past replies?7. Do your main tools (CRM, accounts, helpdesk, shop) offer APIs or integrations?8. Who looks after your systems and integrations?9. Do you already use any automation, such as Zapier, Make, scripts or built-in workflows?10. How does your team use AI tools today?11. Do you have rules for what information may be put into AI tools?12. Is there someone who could own an AI project, with time set aside?

Your answers stay in your browser.

Readiness score

39%

14 of 36 points

Stage

Ready for a small test

You can run one small, low-risk pilot with a person checking every output. Choose a task you can measure, and fix the gaps listed below in parallel.

Area	Score
Processes	4/9
Data	4/9
Systems	4/9
People and rules	2/9

Fix first

Write down the steps of the one process you most want to improve. AI and automation copy a process; they do not design it.
Measure that process for two weeks (volume, time per task, errors) so you can tell whether a pilot helped.
Clean and de-duplicate the data the first project depends on, and name someone who owns it.
Write a one-page AI policy: which tools are approved, and what must never be pasted into them (client data, passwords, contracts).
Name an owner and give them time each week. Projects without an owner stall after the demo.

Good first projects

An assistant that answers customer or staff questions from your FAQs and policies, with a hand-off to a person.
Automating data entry between tools you already use, for example web form to CRM to quote.
Sorting incoming email and drafting replies for a person to approve.

A self-assessment to guide a conversation, not a benchmark against other companies.

About this tool

How it works and how to read the result.

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What it does

This AI readiness assessment asks 12 questions about your business in four areas: processes, data, systems, and people and rules. Each answer scores from 0 to 3. The result is an overall readiness score, a stage from "Start with the basics" to "Ready to scale", a score for each area, a list of what to fix first and up to three good first projects based on your answers. It does not invent figures or promise returns; it points you at the gaps that usually stall AI projects. Your answers stay in your browser.

How to use it

Answer each question for the business as it is today, not as you plan it to be.
If you are unsure between two answers, pick the lower one.
Read the stage and the area scores to see where you are strongest and weakest.
Work through the "Fix first" list, then pick one of the suggested first projects.
Copy the summary to share with your team or an adviser.

How to read the result

The default answers describe a business where staff spend about a day a week on repetitive work, processes are partly written down, data sits in spreadsheets and nobody has rules for AI tools. That scores 14 of 36 points, or 39%: "Ready for a small test". People and rules is the weakest area at 2 of 9.

The "Fix first" list has five items, led by writing down the process you want to improve and measuring it for two weeks. Without those two, you cannot tell whether a pilot made things better. The list also asks for a one-page AI policy and a named owner with time set aside, because projects without either tend to stall after the first demo.

The suggested first projects follow from the answers. Because there is a fair set of FAQs and policies, an assistant that answers questions from them comes first. Because most tools have integrations and there is a lot of repetitive work, automating data entry between them comes next.

Change one answer and watch the score and suggestions update. It is a quick way to see which fixes would move you a stage.

We help businesses pick and build their first automations in AI automation. To estimate what a chosen process could save, try the automation ROI calculator.

Questions

Frequently asked.

What does "AI ready" mean for a small business?

It means you can give an AI system a clear task, the information it needs and a way to check its work. In practice: a process that is written down, data that is reasonably clean and in one place, tools that can be connected, and someone with time to own the project. You do not need a data science team.

Is the score a benchmark against other companies?

No. It is a self-assessment that turns your answers into a starting point for planning. The bands and suggestions are rules of thumb from how AI and automation projects usually go, not a comparison with other businesses. Two companies with the same score may need different first steps.

What if I score low?

A low score is useful: it tells you what to fix before spending money. Writing down one process, cleaning the data it uses and agreeing simple rules on AI tools take weeks, not months. Meanwhile your team can still use approved AI assistants for drafting and summarising, as long as client data stays out.

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