Question 1 of 8

When you step away for a day, does your business run smoothly without you? *

Yes - it runs on documented systems. (Team handles it. Things don't fall through.)

Mostly - with a few check-ins from me (It works, but they still need me around.)

It struggles without me being involved (I'm still the person with all the answers.)

It would fall apart (I'm needed for almost everything)

Think about operations, client communication, and day-to-day decisions.

Question 2 of 8

Are you still doing tasks that someone else on your team could handle? *

No - I've delegated the right things. (My time is spent on high-leverage activities)

Some tasks, but not all. (Getting better, still few things I hold onto.)

I struggle to let go of control. (I knw I shoul, but it's shard to trust others.)

Yes - I do most things myself (Easier and faster to just do it myself.)

Honest answer. This is the #1 bottleneck for business owners.

Question 3 of 8

Do you know what would happen to your business if your email, systems, or client data were compromised tomorrow? *

Yes -we have a documented response plan. (We know exactly who does what.)

We'd figure it out, but no written pla. (We'd manage, but it would be stressful)

We'd be scrambling (Honestly, it would be a rough few days.)

That would be devastating. (We've never thought through this scenario.))

Not hypothetically — do you have an actual plan?

Question 4 of 8

Do your employees have clear rules about what data can be entered into AI tools like ChatGPT? *

Yes - we have a written AI data policy (Everyone knows the rules.)

Informal rules, nothing documented (We've talked about it but it's not written down.)

No rules - people use them freely (Staff can use any AI tools however they want.))

I didn't know this was a risk (This is the first time I've thought about it.))

Client information, financials, proprietary strategies — where's the line?

Question 5 of 8

Are you currently using AI tools in your business in a structured, intentional way? *

Yes - AI is part of how we operate (We have defined workflow that use AI.))

We're experimenting but it's inconsistent (Some people use it, some don't.)

Occasionally, but nothing structured (More curious than strategy.)

Not really using AI (Haven't committed to it yet.)

Not just employees experimenting — actual business processes powered by AI.

Question 6 of 8

Can you name 3 specific tasks in your business that AI could handle — and free up your team's time this week? *

Yes - we've already mapped them (We know exactly where AI fits.)

I can think of a couple (Some ideas but haven't validated them yet.))

Not really sure where it would help (I know AI is useful, but where exactly?)

No idea where to start (The whole thing feels overwhelmed)

Specificity matters. Vague answers usually mean vague results.

Question 7 of 8

How many hours per week do you spend on tasks that are important but feel like they're keeping you from growing the business? *

Under 5 hours - my time is protected (System handles the admin. I lead.)

5-10 hours per week (Some drain, but manageable.)

10-20 hours per week (A significant chunk of my week.)

20+ hours - its consuming me (I'm the bottleneck and I feel it.)

Emails, admin, follow-ups, meetings that could be handled differently.

Question 8 of 8

Do you have a clear picture of what your business looks like in 12 months — and a plan to get there? *

Yes - clear vision and a working plan (I know where we're going and how.)

I have a direction, but the plan is loose (Moving forwards but not always clear on the next step.)

I'm mostly reacting to what comes up (Firefighting more than building.)

I feel stuck and unclear the path (Not sure what the next move is.)

Not a dream. An actual direction with milestones.

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