Free readiness check
Which jobs still wait?
Ten questions ask how those jobs run on a Tuesday you would recognize, then show a plain level and the two or three that are still the most manual. That level appears before you type an email.
10
jobs on the list, and each job has its own question.
Readiness assessment
10
points sit on every job, and no job outweighs another.
Readiness assessment
100
the ceiling, and you reach it only when every job already follows a rule you signed.
Readiness assessment
4
levels you can say out loud, from mostly by hand at the bottom to mostly running at the top.
Readiness assessment
How the total works
Ten jobs, one ordinary stretch.
The questions ask how the desk actually moves work on a Tuesday you would recognize, which is separate from the logins the business already pays for and from anyone’s feeling about new software. A counter can hold a long list of apps and still lose the afternoon because a caller never heard back.
Each question stands for one job: the missed call, the first reply, the photo quote that should become a file, the estimate follow-up after a quote has left, the reminders before a visit and again when someone is due back, the review ask once the work is finished, the job status a customer wants when they ask where the tech is, the Monday report, intake for a new customer, and the posts and pages that were supposed to go live.
Pick the stretch of days you would recognize if you walked the shop, rather than a week when everyone stayed late. If the true picture is that a person does the job only when it crosses their mind, that picture is the useful one, because the number exists to name the jobs rather than to praise a pile of software.
The Census Bureau’s May 26, 2026 story on the Business Trends and Outlook Survey said AI use among businesses stayed between 17 percent and 20 percent from December 14, 2025 to May 3, 2026, and firms of four or fewer employees stayed under 20 percent. Salesforce’s December 4, 2024 note on 3,350 SMB leaders, surveyed from August 3 to September 16, 2024, said 75 percent were at least experimenting. Experimenting with a tool is a different fact from a job that already runs on Tuesday, and these ten questions are about that Tuesday.
Section 2 of 4
Four answers, then a total.
Each question gives you four choices, and the choices are worth 0, 1, 2, and 3. Choosing zero means that job stays undone unless a person happens to do it. Choosing three means the part that repeats already follows a rule you approved, and a person still handles anything that would promise a customer a result. Climbing the scale means less of the job is manual, and someone can still look.
Ten jobs at 10 points each make a ceiling of 100. For a single job, take the answer, divide by 3, multiply by 10, and round to one decimal. Add the ten figures and round that sum to a whole number. A blank counts as 0. Asking for the email makes the server repeat this arithmetic, and the figure in the browser is that same arithmetic.
Open the two or three jobs where the most points were left behind. That gap is the points the answer did not earn. A zero outranks a two when the gaps are sorted. A tie keeps question order, so missed calls stay ahead of the later jobs.
What the contact record stores still uses the earlier level names, because the saved event already uses them, and the screen shows the plain name. 0 to 34 is mostly by hand. 35 to 59 is partly by hand. 60 to 79 is partly running. 80 to 100 is mostly running.
Section 3 of 4
A number, a level, and a short list.
What you hold at the end is the score, the plain level, and as many as three jobs. Each job links to its system page so you can read what goes in, what a person still approves, and what gets written down. Read the list as reading. Buying a build is a separate decision, and the list does not place that order.
We send nothing until you type an email and ask. Before that ask, the answers remain in this browser so you can come back and finish. The note, if you ask for it, carries the score, the plain level, and a table of the ten jobs with the widest gap marked, plus a link back to the score. A written plan for the company is not in that note.
A low total describes a stretch of days that is still mostly manual. It is not a grade, and it does not line you up against another company. A high total means several jobs already have a rule, so look at the one that still slips. A person still approves a price, a time you did not book, a clinical answer, and any reply the public will see.
Section 4 of 4
Read the job the list named first.
Open that job’s page before you open another tool. Missed-call rescue covers the message after a ring nobody took. Speed to lead covers the first reply. Photo quote intake turns photos into a file the office can price. Estimate follow-up is the chase after the quote. Appointment reminders are the note before a visit. Review requests ask every finished customer the same way. Job status updates answer where the tech is. The weekly owner report is the Monday report. Client intake opens the file. Content and SEO is the page or the post, and social publishing is the post that waits for a yes.
If two jobs share a customer, read both pages. A missed call and a first reply often do. A photo quote and the chase after it often do. A reminder and a review ask often do. You do not need all twelve. The systems list is the menu, and the guide on what to automate first is the longer way to score a job on paper when these ten questions feel too coarse.
When you want someone on our team to look at that stretch of days with you, use the plan and name the job this check placed first. You hear back within one business day. The plan looks at your work, and it is not a second copy of this score.
Questions
Before you mark a job.
Which jobs do the ten questions cover?
They cover missed calls, the first reply, the photo quote, estimate follow-up, reminders, reviews, job status, the Monday report, intake, and posts and pages. You get a score out of 100, a plain level, and the two or three jobs that are still the most manual, and each of those links to the system page for that job. The result does not line you up against another company.
How long do the ten questions take?
One question covers each job, and most people finish in a few minutes. The level appears without an email. The score shows after the last choice, and if you leave and return in the same browser, the choices you already made are still there.
What do I have once I finish?
You have the score, a plain level, and the two or three jobs with the widest gap. The levels run from mostly by hand, to partly by hand, to partly running, to mostly running, and each job links to its system page. If you ask for the email, it repeats that score, that level, and a table of the ten jobs, and a written plan is not inside it.
Where do my answers go?
The choices stay in this browser so you can pick up where you stopped. Nothing leaves until you type an email and ask for the summary. That request posts the email, the choices, the score, and the stored level, and the server scores the choices again before it sends the note. The contact is saved with that submission, and the address is not sold.
What should I do if the score is low?
Open the job at the top of the list and read its system page: what goes in, what a person still approves, and what gets written down. A low total means more of the stretch of days is still manual, and it is not a grade. If you want someone on our team to look at those days with you, use the plan and name the job this check placed first.
Next step
Start with the job at the top.
The level names the jobs that are still manual, and someone on our team can look at that stretch of days with you. You hear back within one business day.