Where Does AI Fit in Your Firm?
Take the free 3-minute AI-Fit Quiz and get your score instantly.
What kind of firm do you run?
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Consulting / advisory
Marketing / creative agency
Accounting / bookkeeping
Other professional service
How many people (including you)?
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Just me
2-5
6-20
Where do you lose the most time each week?
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Email and follow-ups
Meetings and notes
Creating content/marketing
Finding and chasing leads
Proposals and quotes
Bookkeeping/invoices
Answering client questions
Scheduling
Hours per week on repetitive admin?
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Under 5
5-10
10-20
20+
How do you use AI today?
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Not at all
ChatGPT/Claude occasionally
Daily in workflows
Automations running
Your core software?
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Google Workspace
Microsoft 365
Mixed / not sure
Do you use a CRM?
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No
Spreadsheet
Yes, a real CRM
Are your processes written down?
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No
Some
Mostly
Monthly budget for new tools?
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Free only
Under $100
$100-300
$300+
How comfortable are you setting up software?
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Keep it simple
I can follow steps
I like building automations
#1 goal for the next 90 days?
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Win back time
More revenue/leads
Better client experience
Full Name
*
Email
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