Business Health Evaluation

AI Utilization Evaluation

Where does your business really stand with AI? Answer sixteen questions on calls, quoting, scheduling, marketing, your team, and your data, and get a specific next step for every one. No pass or fail, and nothing you enter is saved.

Put It to Work

How to Use Your Results

This evaluation looks at how your business uses AI tools across calls, quoting, scheduling, marketing, reporting, your team, and your data. There are no right or wrong scores, only a starting point.

Read Your Breakdown

Start With Three

Your tier is the headline. Your sixteen scores show where your AI use is strong and where a step or two would help most.

Pick the three areas under Where to Focus First and take one small step on each this month. Don't try to fix everything at once.

Protect Customer Data First

Come Back in 90 Days

If Security & Data Protection scored low, start there. Check what customer information goes into each AI tool before you add another.

Try one tip in your lowest area, then take it again after a quarter and see what moved.

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Want help turning your results into a plan? See how Contractor Partnerships works.

This evaluation is for learning and planning. It is not legal, financial, or professional advice. Employment rules vary by state, so check with your HR advisor or your state's labor laws before changing pay, scheduling, hiring, or discipline practices.