AI Business Audit · In-session tool
AI BUSINESS
audit

Work through these questions together. Your personalised AI report appears the moment you hit submit.

AboutTechOpsMarketingCustomersGoals
01 / 06
About the
business
Client name
Email address
Business name
Type of business
Team size
Years in business
Monthly revenue
02 / 06
Current
tech stack
Accounting and invoicing
CRM / customer management
Project / task management
Email marketing
Active social platforms
AI tools currently in use
03 / 06
Day-to-day
operations
Hours/week creating content
Hours/week on admin and data entry
Hours/week on customer emails, DMs, quotes
Documented processes / SOPs?
Biggest weekly time drains
Manual data entry between systems
Using workflow automation?
04 / 06
Marketing
and growth
How do new customers find you?
Email list status
Paid advertising
Do you track where leads come from?
Biggest marketing challenge right now
05 / 06
Customer
experience
Typical response time to new enquiries
Automated welcome or onboarding sequence?
How do you collect customer reviews?
Biggest customer service challenge
06 / 06
Readiness
and goals
Comfort with technology
1 = Avoid it - 5 = First to try new things
Avoid it
Early adopter
Monthly budget for tools and software
#1 goal for the next 6 months
What would count as a massive win?
Be specific - this shapes the report.
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Walk through the results together. Hit Print / Save PDF to give them a copy to take home.
MAEVEmedia
AI Business Audit Report
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-/100
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Hrs recoverable/week
-
Tools recommended
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Prioritised wins
Category Breakdown
Where you stand across six dimensions
Radar view
Score by category (out of 20)
Priority Wins
Your ranked action list
Quick Wins
Medium Wins
Big Wins
Recommended Stack
AI tools built for your business
Implementation Roadmap
What to build, and when