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How AI-Ready Is Your Organization?
Answer 8 questions tailored to your industry. Get an instant personalized scorecard, specific use case recommendations, and a clear next step — sent straight to your inbox.
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Question 1 of 8
What best describes your industry?
Healthcare
Providers, payers, health tech, care management
Financial Services
Wealth management, banking, insurance, fintech
Technology / SaaS
Software, platforms, tech-enabled services
Professional Services / Other
Consulting, legal, real estate, enterprise
Question 2 of 8
What is your role in the organization?
Executive / Owner / Founder
CEO, COO, CMO, Partner, President
Operations / IT / Technology
Responsible for systems, workflows, infrastructure
Clinical / Program Lead
Care management, clinical ops, quality improvement
Sales / Marketing / Finance / Other
Question 3 of 8
How large is your organization?
1–25 people
Small team or early-stage
26–150 people
Growing mid-size organization
150–500 people
500+ people
Enterprise or health system scale
🏥 Healthcare Track
Question 4 of 8
Are you currently using AI in clinical or administrative workflows?
Not yet
No AI in use, evaluating options
Admin only
Scheduling, billing, basic automation
Some clinical workflows
Documentation assist, care alerts, or similar
Both admin and clinical
AI embedded across multiple workflows
🏥 Healthcare Track
Question 5 of 8
What is your biggest operational pain point?
Documentation burden
Clinical notes, prior auth, compliance paperwork
Care coordination gaps
CCM, RPM, transitions of care — hard to scale
Patient engagement
Outreach, adherence, follow-up — too manual
Revenue cycle / billing
Denials, coding accuracy, reimbursement leakage
🏥 Healthcare Track
Question 6 of 8
How connected is your clinical and operational data?
Mostly siloed
Systems don't talk to each other
Partially connected
Some integrations in place, still gaps
Well connected
EHR, billing, and ops data largely integrated
🏥 Healthcare Track
Question 7 of 8
How prepared is your organization for HIPAA-compliant AI?
Not sure where we stand
Compliance hasn't come up in AI discussions yet
Learning and evaluating
Aware of requirements, working through it
Prepared
BAAs, data governance, and security policies in place
🏥 Healthcare Track
Question 8 of 8
What is your primary goal in the next 90 days?
Understand what's possible
Build a strategy before committing
Run a pilot on one use case
Test before scaling
Deploy something real
Ready to implement — need execution support
Optimize what we already have
AI is running — want better ROI
📈 Financial Services Track
Question 4 of 8
Are you currently using AI in client-facing or back-office operations?
Not yet
Evaluating but nothing live
Using some AI tools
ChatGPT, Copilot, or similar — not systematic
AI in specific workflows
Reporting, compliance, or client comms partially automated
Scaling AI across the firm
Multiple functions using AI, optimizing ROI
📈 Financial Services Track
Question 5 of 8
What is your biggest challenge right now?
Compliance and reporting
Regulatory burden, audit prep, documentation overhead
Client communication at scale
Too much manual outreach, follow-up, and personalization
Lead generation and conversion
Prospecting is slow, conversion rates need improvement
Back-office operations
Data entry, reconciliation, reporting still manual
📈 Financial Services Track
Question 6 of 8
How would you describe your current data and CRM infrastructure?
Mostly spreadsheets
Data lives in Excel, manual processes dominate
CRM in place, basic use
Salesforce, HubSpot, or similar — underutilized
CRM well connected
Data flows between systems, mostly clean
Modern integrated stack
APIs, automation, and dashboards already in use
📈 Financial Services Track
Question 7 of 8
How regulated is your environment?
Heavily regulated
SEC, FINRA, OCC, state insurance — compliance is constant
Moderately regulated
Some compliance requirements but manageable
Lightly regulated
Minimal regulatory overhead in our space
📈 Financial Services Track
Question 8 of 8
What is your primary goal in the next 90 days?
Understand what's possible
Build a strategy before committing
Run a pilot on one use case
Test before scaling
Deploy something real
Ready to implement — need execution support
Optimize what we already have
AI is running — want better ROI
🏢 General Track
Question 4 of 8
Where are you with AI today?
Haven't started
AI is on the radar, nothing in place yet
Experimenting
Using ChatGPT or a few tools informally
AI in some workflows
A few processes are automated or AI-assisted
Scaling across the business
AI is embedded — now optimizing and expanding
🏢 General Track
Question 5 of 8
What is your biggest bottleneck right now?
Too much manual work
Team buried in tasks that should be automated
Can't scale fast enough
Processes break as volume increases
Sales and marketing performance
Outreach, lead gen, or conversion needs improvement
Clarity on where to start
Lots of AI noise — unclear what applies to us
🏢 General Track
Question 6 of 8
How modern is your current technology stack?
Mostly legacy systems
Older software, limited integrations
Mixed — old and new
Some modern SaaS tools alongside legacy
Mostly modern SaaS
Cloud-based, API-connected, scalable
🏢 General Track
Question 7 of 8
How would you describe your team's comfort level with AI?
Low — mostly skeptical or unfamiliar
AI feels like a buzzword, not a tool
Curious but limited experience
Interested, not sure where to start
Some champions, mixed overall
A few people pushing AI, others still resistant
High — team is AI-forward
People actively using and exploring AI tools
🏢 General Track
Question 8 of 8
What is your primary goal in the next 90 days?
Understand what's possible
Build a strategy before committing
Run a pilot on one use case
Test before scaling
Deploy something real
Ready to implement — need execution support
Optimize what we already have
AI is running — want better ROI
Almost there — where should we send your results?
Your personalized scorecard and recommendations will be emailed to you instantly. We will also send a copy to our team so we can follow up with relevant insights specific to your situation.
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Your AI Readiness Scorecard
Key Insights for Your Organization
Recommended AI Use Cases for You