How Automated is Your Business?

This Business Evaluation Quiz will help us:

✅ Identify where AI fits best in YOUR business for immediate impact.
✅ Uncover gaps where automation can save time and increase revenue.
✅ Provide tailored AI recommendations based on your business needs.
✅ Prepare for a personalized onboarding call where we’ll discuss your results and next steps.

Full Name

Email *

Phone *

Legal Business Name *

Business Website (if applicable)

Section 1: Business Basics

What is your primary business? *

Brick-and-Mortar Store (Restaurant, Retail, etc.)

Coaching / Consulting / Service-Based Business

E-Commerce / Online Store

Transportation & Logistics

Creator / Influencer (Author, Speaker, Podcaster, etc.)

B2B Service (Marketing, SaaS, Agency, etc.)

How many years in business? *

Just starting (0-1 year)

1-3 years

3-5 years

5+ years

3. What methods do you currently use to consistently acquire paying customers/clients? (Select all that apply) *

Word-of-mouth / Referrals

Social Media (Instagram, Facebook, LinkedIn, YouTube, etc.)Social Media (Instagram, Facebook, LinkedIn, YouTube, etc.)

Paid Ads (Facebook Ads, Google Ads, etc.)

Cold Outreach (Emails, Calls, Networking)

I don’t have a consistent method for getting customers

Do you have a structured list of leads, emails, or past customers? *

Yes, and I have a system in place to consistently monetize my list.

Yes, and I use it occasionally to re-engage customers.

Yes, but I don’t actively use it for marketing.

No, I don't have a structured list.

5. What’s your biggest struggle right now? (Choose all that apply) *

I don’t have enough customers/clients

My revenue is inconsistent

I work too many hours and feel overwhelmed

I’m not making enough profit

I don’t know how to automate my business

Section 2: Marketing & Exposure

6. How would you rate your current online presence? *

Non-existent – I don’t use social media or have a website.

Weak – I have accounts but don’t post consistently.

Decent – I post sometimes, but I don’t get much engagement.

Strong – I get engagement and customers from my online efforts.

7. Do you currently run email or SMS marketing campaigns to engage your customers? *

Yes, regularly.

Occasionally.

No, but I’d like to start.

No, I don’t know how.

8. Do your social media posts and website generate actual leads or sales? *

Yes, I get consistent leads and sales.

Sometimes, but not consistently.

No, my audience engages but doesn’t convert.

I don’t track this at all.

9. Do your social media posts and website have strong calls to action (CTAs)? *

Yes, every post has a clear CTA.

Some posts do, but not consistently.

No, I don’t have clear CTAs.

"What is that?" (For those who don’t know what a CTA is!)

10. Do you currently use YouTube, LinkedIn, or Blogging to build authority in your industry? *

Yes, I have an active presence on these platforms.

No, but I want to start.

No, and I don’t think it’s relevant for my business.

Does your business use a strategy to keep past customers engaged (automations, retargeting, loyalty programs)? *

Yes, I have systems in place for customer retention.

I follow up occasionally, but it’s not automated.

No, I don’t have a strategy for re-engagement.

Section 3: Revenue & Monetization

What is your main revenue source? *

Traditional Revenue Streams (Selling goods/services, client work)

Memberships, subscriptions, or loyalty programs

Email/SMS list marketing

Monetizing digital assets (eBooks, courses, templates)

Affiliate marketing

Ad revenue (YouTube, blog ads, sponsorships)

I don’t currently monetize any of these

14. Does any of your business revenue come from monetizing customer data (email lists, SMS, memberships, digital products, or automated marketing)? *

More than 50% – I leverage my customer data to generate significant income.

25%-49% – I use it, but I know there’s more potential.

10%-24% – I’ve started, but I’m not fully maximizing it yet.

0% – I haven’t monetized my data at all.

Do you know how much your customer data is worth to your business? *

Extremely valuable – I actively use data-driven strategies to grow.

Somewhat valuable – I know I should be using it more, but I don’t.

I have no idea – I’ve never thought about it before!

Worthless – I don’t collect or use customer data.

Do you currently have an email or SMS list of customers? *

Yes, and I actively market to them

Yes, but I don’t use it effectively

No, but I’d like to start

No, I don’t know how

Do you segment your customers into different groups based on behavior or purchase history? *

Yes, I have a structured approach to customer segmentation.

I segment my audience, but it’s not fully optimized.

No, but I want to learn how.

No, I treat all customers the same.

Do you currently own or market any of the following digital assets? *

eBooks, courses, or training videos.

Lead magnets (free guides, checklists, quizzes, etc.).

Templates, worksheets, or resources I sell.

I don’t have any digital assets yet, but I would like have them.

I'm not interested in owning digital assets

Are you making money with digital assets? *

Yes, they generate consistent income.

Yes, but they don’t make much money.

No, but I want to start monetizing them.

No, I don’t think digital assets apply to my business.

Is your current business pricing model optimized for scalability (do you have offers that allow you to make money without trading time for dollars)? *

Yes, I have scalable offers like courses, memberships, or passive income products.

Somewhat – I offer packages but still have to be involved in every sale.

No, I only make money when I actively work on a client’s project or sale.

I don’t know how to create scalable revenue streams.

Bonus Questions

If you could change one thing about your business today, what would it be? (Choose the one that would make the biggest impact right now.) *

I need more consistent leads & customers – My revenue is unpredictable, and I struggle with customer flow.

I work too many hours & need more time freedom – My business relies too much on me, and I feel overwhelmed.

I want to increase profits without working harder – I make sales, but my margins are too low or my costs are too high.

I don’t have a reliable marketing system – I rely on referrals or word-of-mouth, but I don’t have a predictable strategy.

I need to automate and scale my business – I want to remove manual tasks and build systems that run without me.

I want to create a passive income stream – I’d love to monetize digital products, memberships, or recurring revenue.

I don’t know what I should focus on next – I feel stuck and need guidance on the right next steps to grow.

Follow-Up Question: What’s Been Holding You Back? (Choose the biggest challenge that has stopped you from solving this problem.)

I don’t have the right strategy. I’ve been trying different things, but I don’t have a clear step-by-step plan that works.

I lack the right tools or automation. I know what to do, but I don’t have the systems in place to make it happen efficiently.

I need expert guidance and support. I’ve been figuring things out alone, but I realize I need someone to show me the way.

I don’t have enough time. I’m stuck working in my business, and I don’t have time to build the systems I need to scale.

I feel overwhelmed by all the information out there. There’s too much conflicting advice, and I don’t know where to start.

I’m not sure this is possible for my business. I see others succeeding, but I don’t know if my business can achieve the same.

Thank you for taking the quiz! Click submit to see your results.