Score yourself first.
37 yes-or-no questions across the seven steps. Runs entirely in your browser — nothing is submitted unless you contact us. About 5 minutes.
We have a written list of every system where business data lives (accounting, CRM, POS, email, spreadsheets, paper).
We know who owns each system and who has admin access.
We could produce a list of every customer in one place within a day.
We know roughly how much data is stored outside of official systems (personal drives, texts, notebooks).
We have identified our top 3 most business-critical data sets.
Where you land points to the right starting tier.
Foundation needed
There's high-value work to do before AI tools will deliver real ROI. Start with a Data Audit. See services →
Cleanup ready
Solid base. A Cleanup & Setup engagement will get you to AI pilots within a quarter. See services →
Pilot ready
You're ahead of most small businesses. Time to focus on AI pilots and ongoing advisory. See services →