Two minutes · six questions

Will an AI setup work for your business?

Answer six questions and we will tell you which plan fits, or that you do not need one yet. The answer is on this page, not in an email.

1. Does your team share documents, templates or a calendar (Google Workspace, Microsoft 365 or similar)?
2. Is there a task someone repeats every week that takes hours: quotes, follow-ups, reports, rosters, replies?
3. Does the business run on accounting, CRM or job-management software (Xero, MYOB, HubSpot, ServiceM8 or similar)?
4. Do staff handle customer details: names, addresses, invoices, medical or financial information?
5. Are there distinct roles in the business, such as an owner, an office manager, sales, bookkeeping?
6. Is there someone who could own the AI setup after we hand it over: an hour a month, not a job?

How we score it

Honest, including "not yet"

No shared tools and no repeat task means an AI setup would sit idle, and we say so. Customer data and no rules means you need the security configuration before anything else. Distinct roles and repeat work is where the tailored skills on AI Ultimate pay back fastest.

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