EIGHT QUESTIONS
Know where AI fits in your business, and where it doesn't.
Answer eight short questions about how your business runs today.
Takes about two minutes.
When someone on your team hits a judgment call, like a pricing exception or a hiring decision, do you know exactly who has the authority to decide?
If you brought an AI tool into your business tomorrow, do you know which decisions it should never be allowed to make on its own?
Do you have anything in place today that watches for problems, like fraud, compliance issues, or quality slips, before they become expensive?
If something started going wrong overnight, would you find out before it became a crisis?
Think of the most repetitive task in your business, the one everyone dreads. Is it running on a defined, repeatable process today?
Could someone new follow a written set of rules to complete your most routine task correctly, without asking you questions?
When your team drafts customer-facing communication, like emails or proposals, is there a clear review step before it goes out?
If AI drafted a contract clause or a customer response for you tomorrow, do you have a clear standard for who checks it before it's used?
Your result
Your business is making great decisions. Nobody could tell you who's actually making them.
That's the pattern we see most. The calls get made, and they usually get made well. But if you can't point to who owns a decision and where the line sits, that's exactly the gap AI falls into first. Get clear on decision authority now, and everything you build on top of it holds.
Get My Automation SnapshotYour result
Your business catches almost everything. Only after it happens.
Your team has good instincts, and very little gets past them for long. But right now, someone has to notice a problem before anything responds to it. There's no active layer flagging issues the moment they show up. That's not a talent gap. It's a timing gap: the difference between reacting well and never having to react at all.
Get My Automation SnapshotYour result
Your best people are still doing your most repeatable work.
The task you thought of when you answered these questions is probably costing you good talent on work that doesn't need it. That work is usually the easiest place to hand off to AI safely, once it's mapped clearly enough to hand off at all.
Get My Automation SnapshotYour result
Your team responds to customers fast. What goes out depends on who's typing.
Speed isn't the issue, customers rarely wait long to hear from you, and that's genuinely rare. But what gets checked before a message, a proposal, or a commitment reaches a customer depends on who wrote it and how much time they had that day. There's no consistent step where tone, accuracy, and terms get confirmed before customers see them. That's not a talent gap either. It's a consistency gap, and it's one of the easiest to close.
Get My Automation SnapshotYour result
You already know where AI belongs. Now it's time to build it.
Most businesses we talk to haven't done the thinking you've clearly already done. You have a real sense of where judgment lives, where risk gets watched, what's repeatable, and what needs a human eye. The next step isn't more thinking. It's turning what you already know into a system.
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