Illustrative sample
Overall opportunity
58/100
Overall readiness
50/100
Hours per week assessed
71hrs
This report ranks where to start using only your answers. It does not estimate savings, revenue or return on investment; you measure those yourself against the baselines listed below.
Prioritised opportunities
Client onboarding
Automate nowPriority63Opportunity70Readiness75- Why it ranks here
- 8 team hours per week, highly repetitive, errors or delays are costly, documented with data already in your tools
- First step
- Have AI assemble a personalised welcome pack from your onboarding template and the signed scope.
- Measure first
- Days from signature to kickoff, and onboarding hours per client.
Start with: Sales, Marketing & Customer Experience
Service delivery & fulfilment
Document firstPriority56Opportunity74Readiness38- Why it ranks here
- 25 team hours per week, mostly varied work, errors or delays are costly, process needs documenting before automation
- First step
- Document this process first (Workflow Automation & Integration module), then: Record your best person doing the work and turn it into an SOP before any automation.
- Measure first
- Cycle time per deliverable and rework rate.
Start with: Workflow Automation & Integration
Sales follow-up & proposals
Document firstPriority53Opportunity71Readiness38- Why it ranks here
- 10 team hours per week, highly repetitive, errors or delays are costly, process needs documenting before automation
- First step
- Document this process first (Workflow Automation & Integration module), then: Have AI turn discovery-call notes into a proposal outline marked with assumptions; you write the pricing.
- Measure first
- Days from call to proposal sent, and proposal hours per week.
Start with: Sales, Marketing & Customer Experience
Reporting & KPI tracking
LaterPriority51Opportunity57Readiness75- Why it ranks here
- 5 team hours per week, highly repetitive, documented with data already in your tools
- First step
- Revisit after your first two pilots; it ranks lower on your own inputs.
- Measure first
- Hours spent assembling reports each week.
Start with: Operations, Finance & KPI Dashboards
Lead intake & qualification
LaterPriority49Opportunity57Readiness63- Why it ranks here
- 6 team hours per week, highly repetitive, errors or delays are costly, documented with data already in your tools
- First step
- Revisit after your first two pilots; it ranks lower on your own inputs.
- Measure first
- Median hours from enquiry to first reply, and enquiries per week.
Start with: Sales, Marketing & Customer Experience
Your 30-day roadmap
Week 1
Baseline and documentation
- Record current weekly hours and error counts for your top three areas.
- Document the service delivery & fulfilment process step by step before automating it.
- Document the sales follow-up & proposals process step by step before automating it.
Week 2
First pilot
- Pilot an AI-assisted draft or triage step in client onboarding with a human reviewer.
Week 3
Measure and refine
- Compare pilot time and quality against your Week 1 baseline.
- Write a one-page standard operating procedure for the pilot.
Week 4
Decide and extend
- Keep, adjust or stop each pilot based on measured results.
- Choose the next area from your ranked list and repeat.
How these scores are calculated
Opportunity = 40% time (hours capped at 20/week) + 35% repetitiveness + 25% cost of errors or delay.
Readiness = 50% documentation + 50% data already in digital tools.
Priority = Opportunity × (0.6 + 0.4 × Readiness ÷ 100). Readiness can lift priority by up to 40% but never creates opportunity.
Automate now: priority ≥ 55 and readiness ≥ 60. Document first: priority ≥ 45 and readiness below 60. Otherwise Later.
Scores are a planning aid based on your own inputs, not a prediction of savings or revenue.