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Use this checklist to uncover where AI can help, where it might hurt, and what steps to take next.

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Do you manually reply to most customer inquiries or emails?

Yes

Do team members spend time scheduling appointments or meetings manually?

Yes

Are your Sales follow-ups handled without automation (emails, SMS, reminders)?

Yes

Do you still use spreadsheets or paper forms for collecting or processing data?

Yes

What are 1–2 recurring tasks your team does weekly that feel repetitive?

Do you know if your top 3 competitors are using AI tools (like chatbots, CRMs, or automated ads)?

Yes

Have you noticed faster response times, better content, or cheaper prices from competitors lately?

Yes

Have your customers recently switched to a competitor without giving much reason?

Yes

What’s one area where you feel “outpaced” or overwhelmed by competitors?

Do you consistently create social media content or blog posts in-house without automation or AI help?

Yes

Do you collect customer feedback but don’t analyze it for trends or insights?

Yes

Are you manually generating quotes, proposals, or invoices without using smart templates or AI tools?

Yes

What’s one part of your business you'd like to grow, but don't have time or staff for?

If a competitor started using AI for customer service or lead gen tomorrow, would you be able to respond quickly?

Yes

Which of your current services or offerings could be replaced or enhanced by AI within the next 1–2 years?

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