AI Readiness Scorecard | A.C.E Digital Consulting

What you'll discover

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Your AI Readiness Score

A 0–100 score showing exactly where your business stands today

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Your Biggest Gaps

The specific areas where manual work is costing you the most

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Top Opportunities

Your highest-impact automation wins ranked by potential ROI

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Your Action Plan

A clear next step based on your score — no guesswork

About your business

What industry are you in?

How many people work in your business?

What is your role?

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Lead Follow-Up Speed

How fast and consistently your team responds to new leads

1 of 6

How quickly does your team typically follow up with a new lead?

We get to it when we can — sometimes days later

Usually same day, but not always

Within a few hours consistently

Within 5 minutes — automated or dedicated person

How many follow-up touchpoints does a new lead receive before you give up?

1–2 attempts, then we move on

3–4 attempts over a week

5–7 attempts across multiple channels

8+ automated touchpoints over 30+ days

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Customer Communication

How your team handles inbound questions and ongoing client contact

2 of 6

How does your team handle repetitive customer questions (hours, pricing, FAQs)?

Someone answers each one manually every time

We have templates but still send them manually

Partly automated — some go through without human touch

Fully automated — AI or chatbot handles them 24/7

What happens to client messages that come in after business hours?

They wait until we're open — no response until next day

Auto-reply saying we'll get back to them

Someone checks and responds when they can

AI assistant handles and qualifies them immediately

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Scheduling & Appointments

How appointments are booked, confirmed, and managed

3 of 6

How do clients currently book appointments or meetings with your team?

Phone calls or email back-and-forth

We send them a link to a booking tool

Self-serve booking on our website

AI qualifies them first, then books automatically

How are appointment reminders and no-show follow-ups handled?

We don't send reminders — people just show up or don't

Someone manually sends a reminder the day before

Automated reminder, but no-shows are handled manually

Fully automated — reminders, confirmations, and no-show re-booking

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Reporting & Data Entry

How your team captures, tracks, and reports on business data

4 of 6

How does your team currently handle data entry (CRM updates, spreadsheets, reports)?

Manually — someone types it in by hand

Mostly manual with some copy-paste shortcuts

Some automation — forms auto-populate certain fields

Fully automated — data flows between systems without human input

How often do you have accurate, up-to-date reports on your business performance?

Rarely — we don't have a consistent reporting system

Monthly, when someone pulls it together manually

Weekly — semi-automated dashboards

Real-time — automated dashboards always current

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Onboarding & Admin

How new clients are onboarded and administrative tasks are handled

5 of 6

How does your team onboard a new client after they sign up or purchase?

Someone walks them through everything manually each time

We send a welcome email with instructions

Automated email sequence with key steps

Fully automated onboarding — forms, access, and check-ins handled by AI

How are invoices, contracts, and payment reminders handled?

All manual — someone creates and sends each one

Templates exist but someone still sends them

Partially automated — invoices go out automatically

Fully automated — invoices, contracts, and reminders all handled

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Internal Team Tasks

How work gets passed between team members and tracked to completion

6 of 6

When a task needs to be handed off from one team member to another, what happens?

Verbal or text message — things get lost or forgotten

Email or Slack — but no real tracking

Project management tool — tasks assigned with deadlines

Automated handoffs — system assigns, notifies, and tracks completion

How does your team know the status of an active project or client request?

We ask each other — no central system

Spreadsheet or shared doc that someone updates manually

Project tool with manual status updates

Automated status updates — system tracks and notifies without manual input

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Your Score Is Ready

Enter your details below to unlock your full AI Readiness Report — including your score, category breakdown, and top automation opportunities.

Your report includes

Your AI Readiness Score (0–100)

Category-by-category breakdown

Your biggest automation gaps

Top 3 opportunities ranked by impact

Full Name

Business Email

Phone Number (optional — for faster follow-up)

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