Automation Readiness Snapshot

A quick, practical way to identify where automation can reduce friction and improve customer experience — without changing your systems.

~3 minutes

Confidential

Personalized recommendations

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Business Information

Tell us about your business

Business Name *

Your Name *

Email Address *

Phone Number *

Industry / Business Type *

Operations Assessment

Help us understand your current customer operations

1. How many customer calls/texts does your business receive per day?

2. How often do calls/messages go unanswered during business hours?

Never - we respond to every inquiry Rarely - a few per week Sometimes - a few per day Often - many go to voicemail

3. What operational challenges do you face? (Select all that apply)

Phone lines constantly busy Booking/scheduling takes too much time No coverage after hours/weekends Missing sales opportunities Staff overwhelmed with calls We don't face significant challenges

4. What happens when customers try to reach you after business hours?

5. How many hours per day does your team spend on phone/text communication?

6. Do you believe missed calls/messages cost your business revenue?

Yes, it's a significant issue Yes, but not a major concern yet Unsure - hard to measure No, we rarely miss opportunities

7. What systems do you currently use? (Select all that apply)

Scheduling software (Calendly, Acuity, etc.) CRM system (Salesforce, HubSpot, etc.) POS system (Square, Toast, etc.) Industry-specific software (Dentrix, OpenTable, etc.) Basic tools (phone, email, spreadsheets)

8. How interested are you in AI automation to handle customer communications?

Very interested - ready to implement now Interested - want to learn more Somewhat - still exploring options Not sure yet

9. When would you ideally want a solution implemented?

10. What's your budget range for automation solutions?

Automation Readiness Snapshot

Business Information

Operations Assessment

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