First Name
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Last Name
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Organization Name
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Phone
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Email
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Website or LinkedIn (optional)
What type of business are you operating
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Select an option
What best describes your current stage?
Startup / pre-revenue
Early sales / inconsistent revenue
Growing and need better systems
Established but operations are inefficient
Scaling / multi-location / multi-channel
Not sure
How large is your team?
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Solo / Just me
2–5
6–10
11–25
26-50
50+
What is your primary 12-month business goal?
Increase sales / revenue
Improve lead follow-up and conversion
Reduce manual work
Improve inventory or production efficiency
Improve customer experience
Increase repeat purchases
Expand to new channels or locations
Improve margins / profitability
Prepare for funding, acquisition, or scaling
Other
Where do you believe your business is losing the most revenue right now?
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Missed intake calls
Slow follow-up
Consultation no-shows
Slow lead response
Unqualified leads
Manual intake
Document workflow delays
CRM/pipeline gaps
Not sure
Manufacturing & Retail Growth and AI Readiness Survey
Where do most of your sales or opportunities currently come from?
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Walk-in traffic
Website
E-commerce store
Social media
Paid ads
Referrals
Trade shows / events
Wholesale buyers
Distributor relationships
Sales reps
Marketplace platforms such as Amazon, Etsy, Shopify, Walmart, etc.
Other
What happens when a new lead, order inquiry, quote request, or customer question comes in?
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We respond quickly and consistently
We usually respond, but not always quickly
Follow-up depends on who sees it
Some inquiries get missed
We have no clear process
Not sure
Where do you think you may be losing the most revenue?
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Missed or slow follow-up
Abandoned carts / incomplete purchases
Poor repeat-customer follow-up
Inventory stockouts
Excess inventory
Production delays
Manual quoting or order processing
Poor customer communication
Weak email/SMS follow-up
Poor CRM or customer database usage
Staff inefficiency
Not sure
Which operational areas are currently the most manual or inefficient?
Inventory tracking
Order processing
Customer follow-up
Quote / estimate creation
Scheduling / production planning
Vendor or supplier communication
Shipping / fulfillment
Returns / customer service
Bookkeeping / reporting
Marketing content creation
Email/SMS communication
Staff task management
Other
Do your current systems connect smoothly?
Yes, most systems connect well
Some systems connect, but not enough
We use several tools that do not talk to each other
Most things are manual or spreadsheet-based
I am not sure
Which tools or platforms do you currently use?
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Shopify
WooCommerce
Amazon Seller Central
Square
Clover
QuickBooks
Xero
CRM
ERP
Inventory management software
Email marketing platform
SMS marketing platform
Spreadsheets
None / mostly manual
Other
Have you already tried AI or automation in your business?
Yes, and it is working well
Yes, but results have been limited
Yes, but it was confusing or poorly implemented
No, but we are interested
No, and we are skeptical
Not sure
Which AI or automation opportunities would be most valuable to you?
Faster lead follow-up
Customer service chatbot
AI phone or voice assistant
Automated email/SMS follow-up
Abandoned cart recovery
Inventory alerts / forecasting
Production or workflow automation
Sales quote automation
Customer reactivation campaigns
Review / reputation follow-up
Reporting dashboards
Marketing content creation
Staff task automation
Not sure
What is your biggest concern about using AI or automation?
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Cost
Complexity
Staff adoption
Choosing the wrong tools
Data privacy or security
Losing the human touch
Previous bad experience
Not knowing where to start
Not sure if it will produce ROI
Other
What would be most helpful for you business right now?
A quick review of where we may be losing leads or revenue
A practical AI and automation roadmap
Help improving lead follow-up and customer communication
Help connecting our tools and workflows
Help improving inventory, fulfillment, or operational efficiency
Help implementing CRM, SMS, email, or AI assistants
A paid AI Growth Assessment & Strategy Review
I am just researching
What is the biggest operational or revenue problem you wish would just go away?
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