Sections · 0/1201 The Business At A Glance0%
How to use this
Estimates are completely fine - rough numbers tell us everything we need. Fill it in on screen (the bar tracks your progress), then either Save as PDF and email it back, or hit Submit to BuiltAI at the end. Around 15 minutes; the ★ questions matter most if you're short on time.
01The Foundations
The Business At A Glance
The basics that size the engagement and tell us what kind of operation we're looking at.
What Does The Business Do? (in a sentence or two)
Annual Turnover
Your front door - where enquiries and opportunities originate, and how the first response happens.
★ Priority question. Where Does Your Revenue & Effort Come From? (label each line; percentages should each total ~100%)
03Conversion
Winning The Work
How an enquiry or tender becomes a priced, professional proposal - and how often it lands.
★ Priority question. Your Single Biggest Frustration In Winning Work?
04Operations
Delivering The Work
How work is scheduled, resourced and tracked from won to complete.
05The Paperwork
Reporting & Documentation
The documents the business produces - often the heaviest, most automatable workload.
06Commercial
Invoicing, Cash & Control
How completed work turns into cash - and how visible margin is along the way.
07Retention
Service & Aftercare
Everything after the work is done - where repeat revenue and reputation are won or lost.
What you run the business on today - and what we'd be replacing or connecting.
List Your Main Systems & Tools
★ Priority question. List The Key Spreadsheets You Run The Business On
09The Team
People & Capacity
Where time goes today, and what you'd redeploy it to if it were freed up.
10Diagnostic
AI-Readiness Self-Score
Rate where the business sits today on each dimension - the labels under each scale show what 1 and 5 mean. The score builds as you go; it's indicative, and gives us a shared starting point for the audit.
Single Source Of TruthOne connected system vs scattered spreadsheets
ScatteredUnified
Data Quality & AccessClean, findable, reliable data
PoorExcellent
Process ConsistencyDocumented, repeatable ways of working
Ad-HocDocumented
Customer CommunicationTimely, automated, professional comms
ManualAutomated
Financial & Margin VisibilityCan you see profit per job in real time?
NoneReal-Time
Team CapacitySpare capacity vs everyone maxed out
Maxed OutHeadroom
Reporting & Document LoadHow much manual paperwork the team carries
Heavy / ManualLight / Automated
Appetite For ChangeReadiness to adopt new ways of working
ResistantEager
Readiness Profile
Readiness rating by dimension| Dimension | Rating out of 5 |
|---|
| Single Source Of Truth | Not rated |
|---|
| Data Quality & Access | Not rated |
|---|
| Process Consistency | Not rated |
|---|
| Customer Communication | Not rated |
|---|
| Financial & Margin Visibility | Not rated |
|---|
| Team Capacity | Not rated |
|---|
| Reporting & Document Load | Not rated |
|---|
| Appetite For Change | Not rated |
|---|
0 / 100
Awaiting Input
Rate the 8 dimensions above to see a score
Your own self-assessment - indicative, not a benchmark, and not scored against anyone else. We validate it together during the audit.
1Single Source Of Truth2Data Quality & Access3Process Consistency4Customer Communication5Financial & Margin Visibility6Team Capacity7Reporting & Document Load8Appetite For Change
11Direction
Goals & Priorities
So we aim the audit at what actually matters to you.
★ Priority question. Primary Objective(s) For The Next 12 Months
Anything Else You'd Want Us To Know Before We Speak?
12Evidence
Supporting Documents
Only if it's easy - real examples let us come to the call with a tailored before / after rather than working from description. Tick what you have, and attach the files below if you're submitting online.
Attach Them Here (optional · up to 6 files · 4MB each, 4MB total)
Please redact before you send.Real examples help, but we do not need anyone's name, email address, phone number or home address to read them — black them out, or send a page with the details removed. If a document names your customers or your staff, we become responsible for that copy, and the less of it there is, the better for everyone. We delete anything you send us after 6 months, or sooner if you ask. Never send anything you are not free to share.
Attached files are emailed to us with your answers. Saving as PDF instead? Email the documents to hello@built-ai.io.
13The Payoff
Your Discovery Snapshot
Built automatically from your answers - an at-a-glance view we will validate together. Indicative only.
AI-Readiness
0 / 100
Awaiting Input
No dimensions rated yet
Complete Section 10 to see your focus areas.
Where Revenue Comes From
Complete Section 02 to see your revenue split.
Suggested Starting Point
Complete the questionnaire to see where we would suggest starting.
What Happens Next
Send this back and we will review it before the call - arriving with a tailored view of where AI adds value first, your likely starting point, and what a short, costed audit would cover. No commitment.