Free instant snapshot

AI readiness assessment for small businesses.

Tell us where your week goes, which tools you run on, and what's connected to what. You get an instant snapshot for free. The full report, written by a person on our team, is $100 and has concrete fixes ranked by impact, plus what to keep human.

  • 12 to 15 minutes
  • Instant snapshot is free
  • Full report is $100
  • Read by a person, not a script
  • Saves as you go
  • Reply within one business day
What you get

Your workflow map and AI roadmap, ranked by impact.

We call it your AI Opportunity Map. It's a short, specific plan written by a person who read every answer.

01

Your systems map

Every tool you use as a node, colored by how you feel about it. Every handoff as a line, so the ones copied by hand stand out.

02

Your time, in hours and dollars

Each task you list becomes hours per year and a cost at your own hourly rate. Most owners have never seen this number.

03

Fixes ranked by impact

Quick wins, high-impact projects and strategic bets, each with the concrete solution, the effort, and who stays in control.

04

What to keep human

The decisions that should stay with a person, and how AI can still help around them. Your readiness on four pillars, with a first step for each.

The assessment

Start your AI readiness assessment.

Eight short steps. Rough answers beat no answers, and you can come back to anything.

Step 1 of 8

About you and your business

A few taps so your plan speaks your language.

What's your role? Required
What kind of organization is it? Required
How many people work there, including you? Required
What would you most like to get back?

Pick up to two.

Step 2 of 8

Your week

Rough numbers are fine. Think about a normal week, not your worst one.

About how many hours a week go to each of these?

Email, texts and messages
Scheduling and calendars
Quotes, estimates and proposals
Entering the same info in more than one place
Invoicing, payments and bookkeeping
Reports someone builds by hand
Chasing people for answers or payment
Marketing, social media and reviews
Paperwork, forms and filing
How often does this work spill into evenings or weekends?

What did the first hour look like, what interrupted you, and what did you leave unfinished?

Step 3 of 8

Where the time goes

List the tasks that eat your time or your patience. Start with two, add up to six. Specific beats tidy.

Task 1, the one that comes to mind first

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?

Task 2

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?

Task 3

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?

Task 4

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?

Task 5

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?

Task 6

Start typing and pick from the list, or just type them in.

Which of these are part of it?
Is it the same every time?
How much do you dread it?
Is how to do it written down anywhere?
Does someone need to approve it?
Step 4 of 8

Holdups, and the one you'd hand off first

This is the part most assessments skip. It's where the real fixes hide.

What slows you down most weeks?

Pick everything that fits.

What stops, or gets scary, if they're out for a week?

Step 5 of 8

Your tools

Tick what you use, then tell us how you feel about each one. Hate is useful information.

Email and calendar
How do you feel about Gmail / Google Workspace?
How do you feel about Outlook / Microsoft 365?
How do you feel about Calendly?
Customers and leads (CRM)
How do you feel about HubSpot?
How do you feel about Salesforce?
How do you feel about Zoho CRM?
How do you feel about Pipedrive?
How do you feel about Keap?
How do you feel about GoHighLevel?
Accounting and invoicing
How do you feel about QuickBooks?
How do you feel about Xero?
How do you feel about FreshBooks?
How do you feel about Wave?
How do you feel about Bill.com?
Payments and point of sale
How do you feel about Stripe?
How do you feel about Square?
How do you feel about PayPal?
How do you feel about Venmo / Zelle?
How do you feel about Clover?
How do you feel about Toast?
Jobs, estimates and field work
How do you feel about Jobber?
How do you feel about Housecall Pro?
How do you feel about ServiceTitan?
How do you feel about Buildertrend?
How do you feel about JobNimbus?
Appointments and booking
How do you feel about Acuity Scheduling?
How do you feel about Square Appointments?
How do you feel about Vagaro?
How do you feel about Mindbody?
Projects and tasks
How do you feel about Asana?
How do you feel about Trello?
How do you feel about ClickUp?
How do you feel about monday.com?
How do you feel about Notion?
Files, documents and spreadsheets
How do you feel about Google Drive?
How do you feel about Dropbox?
How do you feel about OneDrive / SharePoint?
How do you feel about Spreadsheets (Excel or Sheets)?
How do you feel about Paper, binders and whiteboards?
Calls, texts and team chat
How do you feel about Slack?
How do you feel about Microsoft Teams?
How do you feel about Zoom?
How do you feel about RingCentral / business phone?
How do you feel about Texting from personal phones?
Website and forms
How do you feel about WordPress?
How do you feel about Squarespace / Wix?
How do you feel about Shopify / WooCommerce?
How do you feel about Jotform / Typeform?
How do you feel about Google Forms?
Marketing, social and reviews
How do you feel about Mailchimp?
How do you feel about Constant Contact?
How do you feel about Canva?
How do you feel about Facebook / Instagram (Meta Business Suite)?
How do you feel about Google Business Profile?
Payroll, scheduling staff and HR
How do you feel about Gusto?
How do you feel about ADP / Paychex?
How do you feel about Homebase / When I Work?
Donors, members and church management
How do you feel about Planning Center?
How do you feel about Breeze ChMS?
How do you feel about Bloomerang?
How do you feel about DonorPerfect?
How do you feel about Givebutter / Tithe.ly?
Patient and client records
How do you feel about SimplePractice?
How do you feel about Jane App?
How do you feel about TherapyNotes?
How do you feel about Dentrix / Open Dental?
Proposals, contracts and e-signatures
How do you feel about DocuSign / Adobe Sign?
How do you feel about PandaDoc?
How do you feel about HoneyBook / Dubsado?
AI assistants
How do you feel about ChatGPT?
How do you feel about Claude?
How do you feel about Microsoft Copilot?
How do you feel about Google Gemini?
Automation and integration
How do you feel about Zapier?
How do you feel about Make?
How do you feel about Power Automate?
Anything we missed?

Add up to 3 more, and say how you feel about each.

How do you feel about other tool 1?
How do you feel about other tool 2?
How do you feel about other tool 3?
Where does your customer and job information live?

Pick everything that applies.

If we asked for last year's customers and what each one bought, how long would it take you to pull that list?
Step 6 of 8

What's connected to what

Pick a tool, pick another, and say how information gets from one to the other. Your map draws itself as you go.

For example, 'Jotform to Gmail works on its own, but Gmail to QuickBooks is by hand.'

Step 7 of 8

Data, people and risk

This tells us what's safe to automate, what needs a person, and what to set up first.

How is AI used today, if at all?
Is there a written rule about how staff may use AI?
How does your team take to new tools?
What worries you about bringing in AI?
What kinds of sensitive information do you handle?
Which rules do you work under?

Pricing, hiring, anything with a patient or a donor. Whatever you'd never hand off.

Who holds the admin logins to your main tools?
Step 8 of 8

Where should we send your plan?

Your snapshot is free and instant. The full report is $100, and a person reaches out within one business day to confirm it.

Pay plus overhead. We use $45 if you skip this.

How would you rather start?

Pick up to two.

When would you want to start on the first fix?
How should we walk you through it?
Permission Required
Optional

Please don't enter passwords, and leave out patient, donor or client personal details. Your answers are read by our team only, are never used to train AI models, and are deleted on request.

Plain words

What is an AI readiness assessment?

An AI readiness assessment is a structured review of how a business works today, used to decide where AI and automation would pay off and what has to be in place first. It looks at the tasks that take time, the tools and data behind them, the people who would run a new system, and the risks where a person must stay in charge.

Most of the AI readiness assessment tools you'll find online are ten multiple-choice questions and a score. That tells you how you compare to other companies, and not much about what to do on Monday. Ours is closer to a business process assessment and an automation assessment combined, because it asks about your actual week. It's also a quick AI assessment of the tools you already own, since the fastest wins are often features you pay for and never switched on.

The output isn't a grade. It's a map of your systems, a count of the hours going to repeat work, and a short list of fixes in the order we'd do them.

Our AI readiness framework

The four pillars of AI readiness.

We score business AI readiness on the same four pillars we use before we build anything. Each one gets a plain Ready, Getting there, or Not yet, with a first step.

Your data

Where customer, job and money information lives, how many places it's split across, and how long it takes to pull a simple list. Data readiness for AI is mostly about having one source of truth, not about having a lot of data.

Your processes

Whether the task runs the same way each time, whether it's written down anywhere, and how many holdups sit inside it. A process that varies every time gets fixed before it gets automated.

Your people

Who would own a new system day to day, how the team takes to new tools, and how AI is used today. A named owner matters more than a big budget.

Your risk

Sensitive data, the rules you work under, who holds the admin logins, and the decisions that must stay with a person. This is where a human checkpoint goes in, on purpose.

The method

How we rank every opportunity by impact.

Every task you list is scored the same way, so the ranking is about your business, not our favorite tools.

  • Hours per year. How often it happens, how long it takes, and how many people do it. We estimate how much of that time automation can realistically take back.
  • Pain and cost of errors. How much you dread it, and what goes wrong when it slips. Late invoices and missed leads score higher than tidy-but-boring work.
  • Effort. Days when the fix lives in a tool you own, weeks when two systems need connecting, months for a custom build or a team-wide change.
  • Risk. Anything that moves money, sets prices, touches hiring, or speaks to customers in a new way gets a named person who approves it.

The result is sorted into four tiers. Here's what a sample plan looks like for a small contractor.

Quick win

Payment reminders on autopilot

Invoices go out when the job closes and reminders follow a schedule. You step in only when a customer replies.

about 110 h/yr
High impact

Estimates that build, send and chase themselves

A template with your options and prices, sent as a link the client signs. You still set every price. See the AI implementation example, from half a day to under 30 minutes per estimate.

about 750 h/yr
Strategic bet

One live board for jobs and crews

Jobs, crews and addresses on one schedule the field team sees on their phones. Worth it, and worth doing after the first two.

about 300 h/yr
Keep human

Pricing the unusual job

Your experience is the product here. AI can pull your last five similar jobs so you price faster, and you make the call.

judgment
Before you start

A quick AI readiness checklist for small businesses.

Count your yes answers. Five or more means you're ready for a first project. Fewer means the assessment will show you which to fix first.

  1. There is one task your team repeats every week that follows the same steps almost every time.
  2. Your customer and job information lives in one or two systems, not in inboxes and memory.
  3. You could pull a list of last year's customers in under an hour.
  4. Someone on the team would own a new system and check on it weekly.
  5. You know roughly how many hours a week go to admin, follow-up and double entry.
  6. You can name the decisions that must always stay with a person.
  7. You know who holds the admin logins to your main tools.
  8. You have a baseline to measure against, such as days to get paid or time to reply to a lead.
  9. Your team has tried an AI tool, even casually, and nobody panicked.
  10. You have a written rule, or are willing to write one, about what staff may put into AI tools.
Who it's for

Built for owners and the people who do the work.

Owners see the business. Staff see the workarounds. Most assessments only ask one of them. After you submit, you get a link to share with teammates, and their answers join yours under one team code. Your plan shows where the two views agree and where they don't, which is usually where the best fix is hiding.

It fits businesses of 1 to 50 people, and it works for nonprofits, churches, clinics and practices as well as companies. Pick your organization type in the first step and the examples follow.

Who reads it
  • 1

    Stephen Peake and Jeff Murphy. The two owners read every assessment. Exclusive Image has built websites and systems for small businesses since 2000, from Sacramento and Clarksville.

  • 2

    Tool-neutral advice. We don't resell software. The plan leads with what you already pay for, then connections, then AI, then custom work only if it earns its place.

  • 3

    Honest about "not yet". If the groundwork comes first, the plan says so and names the groundwork.

Next steps

What happens after you submit.

AI readiness assessment services usually mean a two-week engagement and a fee. Your snapshot is free and instant, and the full report is a flat $100 and is still written by a person.

01

Your snapshot, right away

Your readiness score on four pillars, the hours and dollars behind the tasks you listed, your top opportunities and your systems map, on screen as soon as you submit.

02

A person reaches out

Within one business day, to confirm you want the full $100 report and ask one or two questions if we need them.

03

Your full AI Opportunity Map

Fixes ranked by impact, what to keep human, your readiness by pillar, and a 30, 60, 90 day AI implementation roadmap. Yours to keep. $100, flat.

04

You decide

Do it yourself, hand it to your IT person, or ask us to scope the first fix. The AI implementation work is a separate conversation, and only if you want it.

Questions

Frequently asked questions.

What is an AI readiness assessment?

An AI readiness assessment is a structured look at how a business runs today, so you can see where AI and automation would help and what has to be true first. Ours maps your tasks, tools and handoffs, scores four pillars (data, processes, people and risk), and ranks the opportunities by impact. It is also an AI opportunity assessment, because the point is the list of fixes, not the grade.

How do I know if my business is ready for AI?

Four things decide it. Whether your data is organized enough to use, whether the process is repeatable, who will own the system day to day, and where a mistake would cost you money or trust. The assessment scores all four and tells you honestly if it is too early for some projects and not for others.

How do I know which business processes to automate first?

Start with the ones that are frequent, repeatable and painful, where the information already lives in a system. That is exactly what the assessment measures. It turns each task you list into hours per year, checks how often it varies, and ranks it against the others. The first fix is usually small and in a tool you already pay for.

How can a small business use AI?

Begin with the time-consuming or painful tasks, not with the technology. For most small businesses that means replies to common inquiries, estimates and invoices, scheduling, reading paperwork into systems, and reports someone builds by hand. Keep a person on anything that moves money or touches a customer in a new way. The assessment finds those spots for you.

Is an AI readiness assessment the same as an AI audit?

They overlap. An AI audit usually reviews AI systems you already run, for accuracy, bias and compliance. Our assessment looks at a business that may not use AI at all yet, to find where it would pay off and what to set up first. If you already run AI tools, tell us in the form and we will cover how they are working too.

How is this different from an IT or business technology assessment?

An IT assessment looks at servers, networks, backups and security. This one looks at workflows and the tools your team actually touches, including spreadsheets, inboxes and paper. We do ask who holds your admin logins, because that affects what we can set up, but nobody will quiz you about your router.

How long does it take, and can I save and come back?

About 12 to 15 minutes for a thorough answer. Most questions are a tap. Your answers save in your browser as you go, so you can close the tab and pick up where you left off on the same device.

Is the AI readiness assessment really free?

The instant snapshot is free. It shows your readiness score, the hours and dollars behind your tasks, your top opportunities and your systems map. The full report is $100. It is the AI Opportunity Map, written by a person who read every answer, with every fix ranked by impact, what to keep human and a 30, 60, 90 day plan. Any fix you then want us to build is scoped and quoted separately.

How is this different from the free AI strategy session?

The AI strategy session is a free conversation about where AI might fit your business. The assessment is the more thorough, paid alternative. You answer in detail, we score it, and a person writes your AI Opportunity Map with every fix ranked by impact. Start with the session if you want to talk first, or the assessment if you want a written plan.

Who reads my answers, and are they kept private?

Stephen Peake and Jeff Murphy, the two owners, plus whoever on our small team helps draft your plan. Your answers are stored on our own form system, are never sold or used to train AI models, and are deleted on request. Please do not enter passwords, and leave out patient, donor or client personal details.

Can my employees fill it out too?

Yes, and we recommend it. After you submit, you get a link to share with teammates. Their answers join yours under one team code, so the plan shows where the owner and the people doing the work see things differently. Teammates appear in the plan by role, not by name.

What happens after I submit?

You see your free snapshot right away. Within one business day a person reaches out to confirm the full $100 report. We then review your answers and send your AI Opportunity Map, with fixes ranked by impact, what to keep human and a 30, 60, 90 day plan.

What if AI isn't the right fit for us yet?

Then your plan will say so, and it will still be useful. Many of the best fixes are a setting in a tool you own, a connection between two systems, or a checklist that gets a process out of one person's head. "Not yet" is a good answer when it comes with a first step.

Fifteen minutes now. A map of your week for good.