AI Business Opportunity Assessment

Tell us about your business, challenges, processes, technology and goals.

You don’t need to know where AI or automation should be used. Your answers will help Digital Success Hub understand your business and identify potential areas where AI, automation and digital technology could create meaningful business value.

Please answer as accurately as possible and describe any additional challenges in your own words.

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1. What is your business or company name? *

2. What industry does your business operate in? *

3. Approximately how many people work in your organization? *

4. What are the main products or services your business provides? *

Briefly describe what your business sells or provides.

5. Which business activities consume the most time or resources? *

Customer Support
Sales
Marketing
Administration
Data entry
Reporting
Finance/Accounting
Operations
Document Processing
Inventory/Order management
Employee management
Other

6. Which activities are repetitive or performed again and again? *

Tell us about tasks your employees repeatedly perform.

7. What is the biggest business problem or challenge you are currently experiencing? *

Please describe the problem in your own words. You don't need to know whether AI or automation is the answer.

8. What areas of the business are most affected by this problem? *

Employees
Customers
Sales
Operations
Finance
Management
Marketing
Other

9. How frequently does this problem occur? *

10. What impact is this problem having on your business? *

Wasted employee time
Higher operating costs
Revenue/sales
Customer satisfaction
Productivity
Slow business operations
Errors/inaccuracies
Business growth
Decision-making
I don't know
Other

or this 7.

11. What are the biggest challenges you experience with customers? *

Too many repetitive questions
Slow response times
Complaints
Order/support requests
Lead follow-up
Customer retention
Personalization
Communication
We don't currently have a major customer challenge
Other

12. Approximately how many customer enquiries, requests or interactions does your business handle? *

13. What software or digital tools does your business currently use? *

For example: Shopify, Microsoft Excel, Salesforce, WhatsApp, accounting software, CRM, etc.

14. Where does your business information or data currently live? *

Spreadsheets
Databases
CRM
Accounting software
Cloud storage
Business applications
Paper documents
Multiple systems
Not sure
Other

15. Does your business currently use AI? *

Yes
No
We're experimenting with it
Not sure

16. What would you most like technology, AI or automation to help improve? *

Reduce repetitive work
Improve customer support
Increase sales
Improve marketing
Process documents
Analyze data
Generate reports
Automate workflows
Help employees find information
Improve decision-making
Reduce errors
Other

17. What is the most important outcome you want to achieve? *

For example: reduce costs, save employee time, increase sales, improve customer experience, process work faster, etc.

18. How important is solving this problem right now? *

Critical - we need to address it urgently
High - it is a major priority
Medium - we want to improve it
Low - we're exploring possibilities
Not sure

19. What would success look like if this problem were solved? *

Describe the result you would like to achieve.

20. Is there anything else about your business, problems, processes or goals that we haven't asked about? *

Tell us anything you believe Digital Success Hub should know. If the questions above didn't capture your situation, describe it here.

Your Full Name *

First

Last

Your Job Title / Role *

Your Business Email *

What would you like to do next? *

Receive an assessment review
Discuss my opportunities with Digital Success Hub
I'm exploring for now

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