AI readiness check: Easy AI NZ

How often do you put quotes or estimates together? Required

Occasionally A few a month Several a week Daily

Where does the information to build a quote live? Required

In someone's head Scattered across all of it Old quotes and spreadsheets A quoting or job system

Who can put a quote together without help? Required

Only the owner One or two people Most of the team Anyone who needs to

How many messages need a considered reply each week? Required

Under 10 10 to 30 30 to 100 More than 100

When you reply, where does the information come from? Required

Memory Digging through old emails A mix, and it takes a while A system we can search

Who writes them? Required

The owner One or two people alongside other work Whoever picks it up A dedicated admin or support person

How much data goes into your regular reporting? Required

A handful of numbers A few hundred rows Thousands of rows across systems Honestly not sure, it is spread out

Where does it come from? Required

Paper or manual records Spreadsheets people maintain Two or three systems that do not talk to each other One system

Could someone else build it if you were away? Required

No, only one or two people could Mostly, but it would be slow Mostly, the steps are written down Yes, anyone could follow it

How often does someone need to read something long and pull the important parts out? Required

Occasionally Monthly Weekly Most days

Where do those documents live? Required

Paper, or wherever they landed Email attachments A shared drive or Dropbox A document system we can search

What happens now? Required

It gets put off Someone skims and hopes We pay someone external to review it Someone reads all of it

How much of the week goes into building and reworking the schedule? Required

Under an hour A couple of hours Half a day More than half a day

Where does the schedule live? Required

In someone's head and their phone A whiteboard or paper A shared spreadsheet or calendar A job management system

How often does the plan change once it is set? Required

Constantly, daily A few times a week Occasionally Rarely

How often does someone lose real time hunting for something the business already has? Required

Rarely Occasionally Weekly Most days

Where does it usually live? Required

Nobody is quite sure Across email inboxes Shared drives or Dropbox In a system, but hard to search

How often does someone give up and redo the work instead? Required

Regularly Sometimes Rarely Never

How much time a week goes into it, across everyone? Required

Under 2 hours 2 to 5 hours 5 to 15 hours More than 15 hours

How many systems does the same information get typed into? Required

We have lost count Three or more Two One

Who does it? Required

The owner Whoever has time It is spread across everyone Admin staff

Roughly how many enquiries come in a week? Required

Under 5 5 to 20 20 to 50 More than 50

Is there one place you can see all of them? Required

We are not sure we see them all No, spread across phone, email and social Mostly Yes, everything lands in one place

What happens to enquiries out of hours? Required

We are not sure how many we miss Nothing until morning An answerphone or auto-reply Someone answers their mobile

How many meetings, calls or face-to-face catch-ups do you have in an average week? Required

Under 3 3 to 6 7 to 15 More than 15

After one of those, where do the notes and decisions end up? Required

In someone's head Scattered across notes, texts or emails Written down in one place, like a shared doc The meeting itself gets recorded or transcribed

Do the actions agreed on actually get done afterwards? Required

Rarely, they get forgotten Some of them, eventually Most of them, on time Every time, tracked to done

How AI-ready is your business?

About your business

Where your time goes

A few more questions

Your team and where you are heading

Where should we send it