AI Business Audit

This simple questionnaire will show you where AI can be effective

Business Intake

Marketing

1.How clearly are your ideal customers, segments, and buying triggers documented?
2.How consistently do you publish and repurpose useful content across channels?
3.How well do you track campaign performance from lead source to revenue?
4.How personalized are your nurture emails, ads, and website calls to action?

Sales

1.How consistently does your team follow a defined sales process?
2.How complete and current is your CRM data?
3.How quickly do new leads receive a useful human or automated follow-up?

Operations

1.How clearly are your core delivery workflows documented?
2.How much manual data entry or copy-paste work does your team still perform?
3.How reliable are task ownership, deadlines, and status updates across projects?
4.How well do your tools integrate without duplicate work?

Customer Service

1.How easy is it for customers to get fast answers to common questions?
2.How consistently are support tickets categorized, prioritized, and resolved?
3.How often do customer insights make it back into product, sales, or operations decisions?

Finance

1.How accurate and timely are revenue, cash flow, and expense reports?
2.How much of invoicing, payment follow-up, and reconciliation is automated?
3.How well do you forecast demand, staffing, and cash needs?

HR

1.How standardized are onboarding, training, and role expectations?
2.How well do you capture employee questions, feedback, and recurring blockers?
3.How clearly are capacity, workload, and performance risks visible to leaders?

Leadership

1.How clearly has leadership defined where AI should and should not be used?
2.How often do leaders review operational metrics and act on them?
3.How prepared is the business to manage data privacy, security, and compliance risks?
4.How well do teams experiment with improvements and measure outcomes?
5.How confident are managers in coaching teams through process and technology change?

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