BizWithAI Business AI Readiness Indicator

Most businesses don’t fail with AI because of the technology. They fail because their processes, data, and systems aren’t ready to support it.

Research shows that while AI usage is widespread, very few organisations reach true maturity. The gap isn’t ambition. It’s infrastructure, clarity, and execution.

This Business AI Readiness Indicator helps you identify exactly where your gaps are and what needs to be fixed first.

In less than 3 minutes, you’ll receive a clear readiness score and a practical roadmap to move forward with confidence.

Assessment format:

20 Yes or No questions across 5 critical categories that determine whether AI will accelerate your business or amplify existing chaos.

First Name *

Last Name *

Email *

Phone *

Business Name

Country *

Data Clarity & Ownership

1. Do you have one primary system where all lead, customer, and client activity is tracked? *

Yes

Data Clarity & Ownership

2. Are core data fields (contact details, lifecycle stage, status) clearly defined and reviewed weekly?

Yes

Data Clarity & Ownership

3. Are there clear rules for how data is captured (required fields, naming standards, duplicate handling)? *

Yes

Data Clarity & Ownership

4. Is there a named owner responsible for reviewing and correcting data accuracy monthly? *

Yes

Process Documentation & SOPs

5. Are the top 5 repeatable workflows documented? *

Yes

Process Documentation & SOPs

6. Are SOPs easy to find in one place and version-controlled? *

Yes

Process Documentation & SOPs

7. Are handoffs defined with RACI (or any Project Management Tool) or similar accountability for each workflow? *

Yes

Process Documentation & SOPs

8. Are SOPs reviewed/updated at least quarterly based on metrics? *

Yes

Customer Lifecycle & Revenue Operations

9. Can you see a lead’s full journey from first touch to renewal/expansion in one view?

Yes

Customer Lifecycle & Revenue Operations

10. Is there a defined pipeline with stages, entry/exit criteria, and owner for each stage? *

Yes

Customer Lifecycle & Revenue Operations

11. Are SLAs defined for speed-to-lead, qualification, proposals, and onboarding? *

Yes

Customer Lifecycle & Revenue Operations

12. Do you measure conversion rates by stage monthly and act on the findings? *

Yes

Follow-up System & Cadence

13. Is there one standardized follow-up system for leads, trials, and customers (not ad-hoc)? *

Yes

Follow-up System & Cadence

14. Are follow-up cadences templated by segment (e.g., new lead, open deal, churn risk)? *

Yes

Follow-up System & Cadence

15. Are reminders/tasks automated or consistently assigned and completed on time? *

Yes

Follow-up System & Cadence

16. Is follow-up quality reviewed weekly (e.g., spot checks, outcomes)? *

Yes

Operating System & Metrics

17. Do you have a simple weekly dashboard with the 5–10 most important metrics? *

Yes

Operating System & Metrics

18. Are metric owners assigned and do they meet on a set cadence to review actions? *

Yes

Operating System & Metrics

19. Are goals and thresholds defined (e.g., targets, green/yellow/red) for key metrics? *

Yes

Operating System & Metrics

20. Do you run a weekly or biweekly operating meeting with issues/actions logged and closed? *

Yes

Thank You for Completing the BizWithAI Business AI Readiness Indicator

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