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AI Maturity Assessment for SMBs

Instructions: This 15-question assessment will help us understand your current AI maturity and create a customized roadmap for your business.

Please answer honestly - there are no wrong answers.

Your Name(Required)

Company Name(Required)

Contact Email(Required)

Q1. Which statement best describes AI usage in your organization today?(Required)

We don't use AI at all, and most of our team doesn't understand what it could do for us

A few individuals experiment with ChatGPT or similar tools on their own, but there's no company guidance

We've deployed AI tools for specific departments (like sales or customer service) with some success

We have AI workflows that connect multiple departments and systems together

AI is central to our business model and competitive advantage

Our entire business model is built around AI capabilities

Q2. How are your employees currently using AI tools (if at all)?(Required)

We don't use AI tools, or I'm not aware of any usage

Individuals use free tools like ChatGPT for occasional tasks without any training or guidelines

We've provided access to AI tools (like Copilot, meeting note-takers) and basic training for some or all employees

Multiple departments use specialized AI tools integrated with our business systems (CRM, project management, etc.)

We have custom AI workflows and agents that automate complex processes across our business

We build and maintain proprietary AI models specific to our business

Q3. What level of AI integration exists with your core business systems?(Required)

No AI integration - we use traditional software without AI features

Some AI features exist in our tools (like email autocomplete) but we don't actively use them

We use AI features in isolated tools (AI meeting notes, email assistants) but they don't connect to other systems

AI tools are integrated with 2-3 core systems (like CRM, email, project management)

We have sophisticated workflows where AI connects 5+ systems and triggers actions across departments

AI is deeply embedded in all our systems with custom integrations and automations

Q4. How do you measure AI's impact on your business?(Required)

We don't use AI, so we don't measure anything

We don't measure it - individuals just use it when they want to

We track basic usage metrics (how many people use it, how often)

We measure specific ROI metrics for AI implementations (time saved, costs reduced, revenue impacted)

We have comprehensive dashboards tracking AI performance across all departments with clear business impact

AI performance metrics are core KPIs that drive our strategic decisions

Q5. What is your organization's AI strategy and governance?(Required)

We have no AI strategy or even basic understanding of what's possible

No formal strategy - individuals use AI tools at their own discretion

We have basic guidelines (what tools to use, data security policies) but no formal strategy

We have a documented AI strategy with clear use cases, ROI targets, and governance policies

AI strategy is integrated into our overall business strategy with dedicated budget and leadership attention

AI strategy drives our business strategy - it's core to who we are and how we compete

Q6. How would you describe your data and systems infrastructure?(Required)

Mostly paper-based or local files on individual computers, minimal cloud usage

Basic digital systems (email, some cloud storage) but data is scattered and unorganized

Cloud-based systems (Microsoft 365, Google Workspace) with reasonably organized data

Well-organized data architecture with integrated systems and clean data flows

Enterprise-grade data infrastructure with APIs, data warehouses, and sophisticated integrations

Advanced data infrastructure purpose-built to support AI/ML workloads at scale

Q7. What automation capabilities does your organization currently have?(Required)

Everything is manual - no automation at all

Basic automation like email filters, calendar reminders, simple Excel macros

Some workflow automation (like Power Automate, Zapier) for simple tasks

Moderate automation across departments - workflows connecting 3-5 systems

Advanced automation platform (N8N, Make) with complex multi-step workflows across many systems

Custom-built automation infrastructure with APIs, AI agents, and sophisticated orchestration

Q8. How accessible is your company's information and knowledge?(Required)

Information lives in people's heads or scattered files - very hard to find anything

We have files saved but finding information requires asking people or searching through many folders

Organized file structure (SharePoint, Google Drive) but still requires knowing where to look

Good search capabilities across our systems - can usually find what we need quickly

AI-powered search across all systems - can find information in seconds regardless of where it's stored

Intelligent knowledge management where AI proactively surfaces relevant information

Q9. How would you describe leadership's understanding of and commitment to AI?(Required)

Leadership doesn't understand AI or thinks it's not relevant to our business

Leadership has heard about AI but hasn't invested time to understand it

Leadership understands AI basics and is curious but hasn't committed resources

Leadership is actively learning about AI and has allocated budget for exploration

Leadership is AI-literate, actively champions AI initiatives, and AI is a strategic priority

Leadership expertise in AI is a competitive advantage - they speak at conferences and drive industry thinking

Q10. What AI skills and capabilities exist within your team?(Required)

No one on our team has AI knowledge or experience

A few people have tried ChatGPT but no formal skills or training

Several people are comfortable using AI tools with some training completed

We have "power users" who can configure AI tools, create workflows, and train others

We have specialists who can build custom AI solutions, integrations, and advanced automations

We have AI/ML engineers, data scientists, or equivalent advanced AI capabilities in-house

Q11. How does your organization approach new technology adoption?(Required)

We resist change and stick with what we know

We're cautious and slow to adopt new technology

We're open to new technology when there's a clear need

We actively explore new technologies and adopt them relatively quickly

We're early adopters and often pilot new technologies before they're mainstream

We develop our own technology and sometimes create solutions that others adopt

Q12. What percentage of your operational processes are automated today (including any automation, not just AI)?(Required)

0-10% - Almost everything is manual

10-25% - Some basic automation

25-50% - Moderate automation in some areas

50-75% - Most routine processes are automated

75-90% - Highly automated operations

90%+ - Nearly fully automated with minimal manual intervention

Q13. What is your annual budget for AI tools, implementation, and support?(Required)

$0 - No budget allocated

Under $10K annually

$10-50K annually

$50-250K annually

$250K-$1M annually

Over $1M annually

Q14. How does AI currently impact your customer experience or value proposition?(Required)

No impact - we don't use AI in any customer-facing capacity

Minimal impact - AI might help us respond slightly faster internally

Some impact - customers benefit from AI tools we use (faster responses, better content)

Moderate impact - AI enables capabilities that improve customer experience (chatbots, personalization)

Significant impact - AI capabilities are a key differentiator in how we serve customers

Core impact - Our AI capabilities ARE our value proposition; customers buy our AI-powered solution

Q15. What is your primary goal for AI adoption?(Required)

We don't have any AI goals or aren't sure where to start

Learn what AI is and whether it's relevant to our business

Help individual employees work more efficiently with AI tools

Automate specific departmental processes to reduce costs and improve efficiency

Transform how we operate across the entire business to gain competitive advantage

Build AI capabilities that create new revenue streams or transform our industry

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AI Maturity Assessment for SMBs

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