AI Agent Coverage Assessment

Complete this assessment to understand your current AI coverage and identify gaps

Business Profile

Please answer these questions about your business to personalize the assessment.

What best describes your business?

Professional Services (consulting, legal, accounting, agencies)

Automotive (dealerships, repair shops, detailing, fleet services)

Retail and E-commerce

Financial Services (insurance, wealth management, lending, bookkeeping)

Healthcare (medical practices, dental, chiropractic, allied health)

Beauty, Aesthetics, and Wellness (salons, med spas, barbershops, spas, studios)

Home Services and Trades (HVAC, plumbing, electrical, cleaning, moving)

SaaS and Technology

Other

How many people are on your team?

1–5 employees

6–15 employees

16–30 employees

31–50 employees

What is your approximate annual revenue?

Under $1M

$1M – $5M

$5M – $10M

$10M – $20M

Over $20M

How is your business currently using AI?

We are not currently using any AI tools

We use ChatGPT or similar for occasional tasks

We use AI tools plus some automations (Zapier, Make, etc.)

We have structured AI workflows integrated into our operations

What takes up more of your time than it should?

Keeping up with marketing and content

Managing leads and closing deals

Delivering a consistent client experience

Staying on top of finances and admin

Coordinating my team and workflows

All of the above

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