First, what kind of business do you run?Contractors and trades Electrical, HVAC, plumbing, roofing, general contractors and other trades Medical practice Dental, medical, eye care, med spa and aesthetics Other business Professional services, retail, property management, distribution and more
Part 1: Where the hours go
1. Across your whole team, hours a week on: writing quotes and estimates
2. Across your whole team, hours a week on: following up on new leads and open quotes
3. Across your whole team, hours a week on: chasing unpaid invoices, change orders and paperwork
4. Across your whole team, hours a week on: scheduling crews and customers, and sending reminders
5. Across your whole team, hours a week on: writing job notes and customer updates
6. Across your whole team, hours a week on: reading, sorting and answering email and messages
7. Across your whole team, hours a week on: re-typing data between estimating, accounting and field tools
Part 2: How ready you are
8. Which office suite does your business use?
9. Does anyone on your team pay for an AI tool today?
10. Where do your jobs, customers and estimates live?
11. Are your quoting and job processes written down?
12. Who would own an AI project?
13. How does your team feel about AI?
14. How often do you personally use AI tools?
15. Monthly budget you'd consider for tools that save time
Part 1: Where the hours go
1. Across your whole team, hours a week on: answering phones and returning calls and voicemails
2. Across your whole team, hours a week on: confirming appointments and filling cancellations
3. Across your whole team, hours a week on: recall and reactivation outreach to patients who are due or overdue
4. Across your whole team, hours a week on: insurance eligibility checks and prior authorizations
5. Across your whole team, hours a week on: claims, denials and patient balance follow-up
6. Across your whole team, hours a week on: provider charting and notes outside patient hours
7. Across your whole team, hours a week on: following up on treatment plans, consults and orders not yet booked
Part 2: How ready you are
8. Is your practice management or EHR system cloud-based?
9. Does anyone on your team use free AI tools with patient information?
10. Do your technology vendors have signed business associate agreements (BAAs)?
11. How do you text or message patients today?
12. Who would own an AI project?
13. How does your team feel about AI?
14. How often do you personally use AI tools?
15. Monthly budget you'd consider for tools that save time
Part 1: Where the hours go
1. Across your whole team, hours a week on: reading, sorting and answering email and messages
2. Across your whole team, hours a week on: writing quotes, estimates or proposals
3. Across your whole team, hours a week on: scheduling, rescheduling and reminders
4. Across your whole team, hours a week on: re-typing data from one system, form or document into another
5. Across your whole team, hours a week on: building reports or updates for you, the team or customers
6. Across your whole team, hours a week on: chasing follow-ups, unpaid invoices, missing paperwork and other tedious work
7. Across your whole team, hours a week on: answering the same customer questions over and over
Part 2: How ready you are
8. Which office suite does your business use?
9. Does anyone on your team pay for an AI tool today?
10. Where does your customer and job information live?
11. Are your main processes written down?
12. Who would own an AI project?
13. How does your team feel about AI?
14. How often do you personally use AI tools?
15. Monthly budget you'd consider for tools that save time
Where should I send your results?
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