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AI Audit Questionnaire: SMB

Quick snapshot to identify short, mid, and long-term AI opportunities. Please tick boxes or give brief answers - 15 minutes total. 

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Question 1 of 17

Top three growth drivers you want AI to help you accelerate in the next 12 months.

(e.g., Revenue, Customer Experience, Productivity, Sustainability, New Markets etc)

Question 2 of 17

Long-term innovation vision (3-5 yrs): If you became "AI First Company in your industry," what would that look like?

Question 3 of 17

Which products or IP assets could become YOUR data powered services or YOUR AI SaaS?

(NB: Please mention NA if you are not sure yet)

Question 4 of 17

 Where is customer data stored today?

(Select all that apply)
A

ERP / CRM

B

Spreadsheets

C

Cloud - Google, Sharepoint

D

Other

Question 5 of 17

Which CRM & ERP system do you currently use? 

(NB: Mention NA if you don't have CRM system)

Question 6 of 17

Stages with friction for your Customers: 

(NB: Please mention NA if you are not sure yet)

Question 7 of 17

How do you measure customer experience today?

(Select all that apply)
A

NPS

B

CSAT

C

Ticket SLAs

D

No formal metric

E

Other

Question 8 of 17

Preferred channels for AI enhancements:

(e.g., AI 24x7 Chatbot support, Learning hub, Lead Management, Content Management, etc)

Question 9 of 17

List the three most painful manual tasks (time or errors or cost):

Question 10 of 17

Average cycle-time for each indicated painful task / week for whole company:

A

<1 h

B

1–4 h

C

4–24 h

D

>24 h

Question 11 of 17

Data sets that feel "too big" or messy right now:  

 

Question 12 of 17

Data quality confidence:

A

Low (<50 %)

B

Medium (50–80 %)

C

High (>80 %)

Question 13 of 17

Team's AI comfort level:

A

None

B

Basic (ChatGPT)

C

Intermediate (Zapier/Make)

D

Advanced (Python/ML)

Question 14 of 17

Training preference:

A

Self-paced videos

B

Live workshops & Trainings

C

1-to-1 coaching

Question 15 of 17

Budget band you're comfortable piloting in the next 90 days:

A

< $20k

B

$20–50k

C

$50–100k

D

> $100k

Question 16 of 17

Time available from key team members for pilot feedback each week:

A

<2 h

B

2–5 h

C

5–10 h

D

>10 h

Question 17 of 17

Company Name

Confirm and Submit