Most companies aren't. 10 questions. 7 minutes. You'll know exactly where you stand — and what to do about it.
Rate each statement on a scale of 1 to 5. Be honest — a lower score isn't failure, it's a roadmap. The goal is an accurate picture, not a flattering one.
My team uses AI tools regularly as part of our existing workflow — not just for occasional experiments.
Think about daily/weekly usage, not one-off demos.
Our business data is organized, accessible, and clean enough that an AI could actually learn from it.
Think CRM hygiene, documented processes, structured customer records.
Our team understands AI well enough to know what to ask it for — and what not to trust it with.
AI literacy isn't about knowing how to code. It's about knowing AI's real capabilities and limits.
Our core business processes are documented well enough that someone new — or an AI — could follow them.
SOPs, playbooks, onboarding docs. If it only lives in someone's head, it doesn't count.
Leadership at our company is genuinely committed to AI adoption — not just saying the right things at all-hands.
Commitment shows up in budget, dedicated time, and willingness to change workflows.
We have a dedicated budget for AI tools and experimentation — not just a line item that gets cut when things get tight.
Even $200/month counts if it's protected and intentional.
Our existing software stack could realistically integrate with AI tools — our tools have APIs or webhook support.
Think CRM, project management, communication tools. If everything lives in spreadsheets, score lower.
When we adopt new technology, the team actually uses it — we have a track record of successful change management.
Think of the last tool rollout. Did it actually stick? Or is it sitting unused after the initial training?
We have clear metrics for what "AI success" would look like for us — time saved, revenue generated, cost reduced.
Vague goals like "be more efficient" don't count. Think measurable, specific numbers.
We think of AI as a long-term partner to build with — not a tool to buy, use once, and replace when the next shiny thing comes along.
The tool mindset asks "what can it do?" The partnership mindset asks "how does it grow with us?"
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