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The AI Pre-Audit: Six Questions, a Few Minutes
Answer as close to real as you can. Round numbers are fine.
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Start My Pre-AuditQUESTION 1: How big is your team?
- Just me, no employees
- 1 to 5 employees
- 6 to 25 employees
- 26 to 100 employees
- More than 100 employees
QUESTION 2: About how much revenue does your business bring in per month?
- Field: dollar amount (saves as {{current_monthly_revenue}})
- Checkbox: We're not bringing in revenue yet
QUESTION 3: What monthly revenue do you want to hit 12 months from now?
- Field: dollar amount (saves as {{goal_monthly_revenue}})
QUESTION 4: What's the biggest thing standing between you and that number? (answer choices change based on Question 1)
If Question 1 = "Just me, no employees":
- I'm doing everything myself
- Not enough leads
- I get leads, but not enough of them buy
- Admin and busywork eat my week
If Question 1 = "1 to 5" or "6 to 25 employees":
- Everything still runs through me
- Not enough leads
- My team spends hours on repetitive work
- Our tools don't talk to each other
If Question 1 = "26 to 100" or "More than 100 employees":
- Departments work in silos
- Reporting is slow or done by hand
- Hiring can't keep up with growth
- Our pipeline isn't predictable
QUESTION 5: How are you using AI today?
- Not at all yet
- ChatGPT, Claude, or similar, mostly for writing and questions
- Some automations connecting our apps
- AI runs parts of our daily operations
- (Only shown if Question 1 = 26 employees or more) Different teams use different tools, with no company-wide plan
QUESTION 6: If a custom plan showed you how to close that gap, when would you want to start?
- This month
- In the next 90 days
- Just exploring for now
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Where should we send your results?
WHICH ANSWERS CHANGE WHAT (for the builder)
- Question 4's answer choices depend on Question 1.
- Question 2 and Question 3 drive the gap math on the Results page.
- Question 2 "not bringing in revenue yet" skips the gap math. Combined with a team of 0 to 5 employees, it shows Results Version C (not a fit). With 6 or more employees, it shows Version B.
- Question 5 picks one line on the Results page (the iceberg line).
- Question 6 "Just exploring for now" adds one line above the Deep AI Audit button.
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