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1/8
How much time do you spend on repetitive tasks daily?
Email replies, data entry, scheduling, follow-ups...
4+ hours
Drowning in busywork
2-4 hours
Significant but manageable
1-2 hours
Some routine tasks
Less than 1 hour
Already optimized
2/8
Do you have documented processes or SOPs?
AI needs clear instructions to automate effectively.
Yes, detailed SOPs
Most processes documented
Partial documentation
Some key processes written
It's all in my head
Know what to do, not written
What's an SOP?
No formal processes
3/8
What's your current tech stack?
More tools with APIs = more automation opportunities.
10+ tools with APIs
CRM, email, calendar, analytics...
5-10 tools
Core business tools
2-5 tools
Basic setup
Spreadsheets + email
Keeping it simple
4/8
How comfortable are you with AI tools?
ChatGPT, Claude, Copilot, automation platforms...
Power user
Daily AI use, prompt engineering
Regular user
Use ChatGPT/Claude for work
Experimenting
Tried it, not consistent
AI-curious
Haven't really started
5/8
What's your biggest bottleneck?
Where does work pile up?
Lead follow-up & sales
Leads go cold before response
Content creation
Never enough time to publish
Admin & operations
Invoicing, scheduling, paperwork
No clear bottleneck
Things run smoothly
6/8
Monthly automation budget?
Tools, APIs, and platforms have costs.
$200+/month
Serious about scaling
$50-200/month
Reasonable for ROI
$20-50/month
Start small, prove value
Free tools only
Bootstrap mode
7/8
Do you track your metrics?
AI thrives on data to optimize.
Yes, everything tracked
Analytics, CRM, conversions
Track the basics
Revenue, leads, main KPIs
Gut feeling mostly
Know what works, not measured
No tracking
Flying blind
8/8
Primary goal with AI automation?
This shapes your strategy.
Scale without hiring
10x output, same team
Free up my time
Focus on high-value work
Reduce errors
Consistency and reliability
Just curious
Exploring options