Your operating baseline The score needs enough context to compare the revenue chain without pretending every business works the same way.
Business name Website (optional) Industry Choose one Independent insurance agency Home services Dental practice Law firm Real-estate team or brokerage Primary service area Your role Decision authority Choose one Owner or founder I can approve the project I influence the decision I am researching for someone else Business age Choose one Pre-launch Under 1 year 1-3 years 4-10 years 10+ years Team, locations, agents, chairs, or trucks Choose one Solo operator 2-5 people, agents, chairs, or trucks 6-15 people, agents, chairs, or trucks Multiple teams or locations Monthly calls, leads, or opportunities Choose one Under 25 25-99 100-299 300+ Not sure Approximate average opportunity value Choose one Under $250 $250-$999 $1,000-$4,999 $5,000+ Not sure
Primary lead sources
Choose every source that materially contributes demand.
The six-link revenue chain Answer from current operating reality, not the process you intend to have later.
Can qualified buyers find and understand you? Choose one Qualified buyers find and understand us Results are inconsistent We are difficult to find or understand Not measured How current is your visible proof? Choose one Current reviews, proof, and clear expertise Some current proof Thin or stale proof Little visible proof Do calls and forms become tracked opportunities? Choose one Every call and form becomes a tracked opportunity Most are tracked Some are tracked We cannot reliably tell Current median first response Choose one Under 5 minutes 5-30 minutes 30 minutes-4 hours Later the same day Next day or later Not measured After-hours and overflow handling Choose one Live team coverage On-call rotation Answering service Voicemail No defined coverage English and Spanish demand Choose one Mostly English Some Spanish-language demand Significant Spanish-language demand Not measured Who owns follow-up? Choose one A dedicated person owns it A defined shared process The owner handles it Whoever remembers No clear owner What system keeps follow-up moving? Choose one CRM with automation CRM, updated manually Spreadsheet or task list Inbox, notes, or memory No system CRM or system of record (optional) Biggest current symptom Choose one Not enough qualified demand Calls or forms get missed Response is too slow Follow-up stalls The owner routes everything Proof and trust are weak
Fit and implementation boundary This determines the responsible next path. Qualification is separate from the operational score.
Priority workflow Choose an industry first Workflow boundary Choose one Standard intake, response, routing, or follow-up May involve regulated or sensitive information Requires the AI to make professional decisions or deceptive claims Compliance and human-review readiness Choose one Known requirements and a human approver are available Requirements need review Not sure Implementation readiness Choose one Ready to assign an owner and provide access Interested, but the team needs alignment Researching only When does this need to improve? Choose one This week Within 30 days Within 90 days Exploring Desired 90-day outcome
Deterministic scoring. No long-running AI call. No appointment is booked by completing this form.