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Free Mini Assessment

Where does your business
really stand?

Ten questions. Be honest, not optimistic. We'll review your answers and send you a personalised, human-written response within 24 hours. No sales pitch. Just a clear first look at what's working and what isn't.

10 minutes to completeFree, no obligationHuman response within 24hrs
Overall Score0 / 100
Infrastructure, Data & Analytics
How well organised and accessible is your business data?
Scattered across emails, drives, spreadsheets, and people’s headsCentralised, searchable, and people can find what they need quickly
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What systems hold your key data? (e.g. CRM, accounting software, spreadsheets, shared drives) Can your team find customer history, financials, or project records without asking someone else?
How confident are you in your technology infrastructure and security?
Not sure what we have or whether it’s properly protectedClear architecture, regular backups, tested security measures
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Where is your data hosted? Do you have regular backups and a disaster recovery plan? Has anyone reviewed your security posture in the last year?
Process Digitalisation & Automation
How much of your repetitive, routine work is automated?
Almost everything is done manually, lots of copy-pasteMost routine tasks run automatically or with minimal intervention
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What tasks eat up your team’s time every week? Think about invoicing, data entry, reporting, scheduling, or chasing updates. What feels like it should be automated but isn’t?
How well do your systems and tools talk to each other?
Separate tools, lots of manual data transfer between themSystems are connected — data flows automatically where it’s needed
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List the main tools your team uses day-to-day. Do they share data automatically, or does someone have to move information between them? Where do things fall through the cracks?
Innovation & Digital Culture
How committed is your leadership to investing in digital change?
“If it’s not broken, don’t fix it” — technology isn’t a priorityActive investment, clear budget, leadership drives digital initiatives
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Who drives technology decisions in your business? Is there a dedicated budget for digital improvement, or does it compete with everything else? What’s the leadership attitude to trying new approaches?
How well does your team’s digital capability match your business ambitions?
Significant skill gaps, heavy reliance on external help for basicsTeam has the skills we need, with a plan for what we outsource
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Do you have in-house technical expertise, or do you rely entirely on external suppliers? Can your team adapt when tools or processes change? Where are the biggest skill gaps?
Client & Market Digital Experience
How seamless is your client’s digital experience with you?
Mostly phone calls, emails, and PDFs — clients chase us for updatesClients can self-serve, track progress, and interact with us digitally
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Walk us through what it’s like to be your client. How do they request work, get updates, approve deliverables, and pay? What do clients complain about most in terms of communication or process?
How effectively do your digital channels attract and convert new business?
Website is a brochure, most leads come through referrals or word of mouthDigital channels actively generate leads with clear measurement
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Where do your new clients come from today? Does your website generate enquiries? Do you track what’s working and what isn’t? What would you change about how people find and choose you?
AI Governance, Readiness & Workforce
How clear are your rules and boundaries around AI use in the business?
No policy — some people use AI tools, nobody’s sure what’s allowedClear acceptable use policy, understood risks, sensible guardrails
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Is anyone using ChatGPT or similar tools at work? Do you have a policy on what data can be shared with AI tools? Are you in a regulated industry where this matters more? Any concerns about what staff might be doing without guidance?
How well does your team understand what AI can realistically do for your business?
Mixture of hype, fear, and confusion — no shared understandingRealistic expectations, practical experimentation, role-specific awareness
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Has your team had any AI training or structured exposure? Do people understand the difference between what AI does well and where it falls short? Is there interest in learning, or resistance?
Almost there

Where should we send your response?

A named senior practitioner — usually Jimmy or Naz — will read through your answers and get back to you within 24 hours.

We'll review your answers personally. No automated reports. No sales follow-up unless you ask.

Want the full picture?

A comprehensive on-site review with a prioritised roadmap, delivered by a named senior practitioner. From £3,000, fixed price.

Learn about the full assessment →Or just get in touch →

No obligation. We'll explain exactly what's involved before anything starts.