Two minutes to see how far you are from actually using it.

1Which kind of work takes most of your team's week?

Paperwork and communication (quotes, contracts, emails, minutes) Data collation and reports Answering repeated questions (from clients or colleagues) Work that needs professional judgement (analysis, design, negotiation)

2Is there a written way of doing the repetitive work (templates, SOPs, checklists)?

Hardly any — it's all in people's heads Some, scattered in different places The main processes are documented

3Where does the company's key knowledge live (client records, pricing logic, past documents)?

In individual colleagues' heads and phones On a shared drive or cloud, but hard to find Filed systematically — a new hire can find it

4How is the team using AI tools today?

Barely, or a few individuals trying occasionally Some people use it, each in their own way, no rules At least one step runs on AI as standard, with basic rules

5When did you personally last use AI on a work task?

Never, or can't remember Within the past month This week

6If one step took half the time, do you know what you'd do with the hours saved?

Haven't thought about it A rough direction Very clear — e.g. more clients, a new product

7How much sensitive content is in your business data (personal data, finances, contracts)?

A lot, and we haven't thought about handling it Some, and we know it needs separating We already classify or protect it

8Over the next three months, how much can you put into this?

Almost no time and no budget Two or three hours a week; small experiments are fine People and budget, to get one thing done

9What change do you want to see in three months?

Hard to say — want to see what others do first A rough goal, e.g. "less overtime" A specific measure, e.g. "quotes out the same day"

10How does the team feel about AI?

Resistant or worried Waiting to see Some people are already trying on their own