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The AI Readiness Quiz · Free · About 3 minutes

How ready is your firm to put AI to work?

Tell us a little about your firm, answer 10 quick questions and get a readiness report tailored to your industry, size, CRM and goals, with the specific moves to make next. Built for CEOs, COOs, CIOs and the operating leaders who have to get this right in a regulated business.

  • 10questions
  • 10areas scored
  • Instantreport
  • No emailneeded to see results
Start the quizWhat's inside

First, a little context

Tell us about your firm

Four quick picks so your results reflect your industry, size and goals.

Skip, keep it general

    Tip: press 1 to 5 to answer

    Your AI readiness snapshot

    0out of 100

    Readiness by area

    Your strengths

    Where to focus first

    Your biggest gaps, ordered for your goal, each with a concrete next move.

    How to prepare

    Get the full report

    See a recommendation for all 10 areas and a 90-day plan built for your tier, ready to print or save as a PDF.

    We save your score with your email so a consultant has context if you book a call. No newsletter sign-up, and you can ask us to delete it anytime. Privacy policy

    Recommendations for every area

    Your 90-day plan

    Want to turn this into a plan?

    Book a free 30-minute session with a senior consultant. We'll walk through your results, pick the two or three moves that matter most and outline what a first phase would look like.

    Book your free session

    What's inside

    A score you can act on

    An overall readiness score from 0 to 100, a tier, and a score for each of the 10 areas, so you can see where the gaps sit.

    Moves in the right order

    Your three biggest gaps, ordered for your goal, each with a next step and the work it involves.

    Groundwork first

    The data, governance and integration work that decides whether an AI project pays off or stalls, specific to your answers.

    A 90-day plan

    With the full report: a recommendation for every area and a 30, 60 and 90-day plan you can take into a leadership meeting.

    The 10 areas we score

      Questions about the quiz

      Who is the quiz for?

      Leaders at financial services and other regulated firms who need a quick, honest read on where AI can help and what has to be in place first. It works whether you run Salesforce, HubSpot, both or no CRM yet.

      Do I need to give my email to see results?

      No. Your snapshot, area scores, strengths, focus areas and preparation steps appear as soon as you finish. The email step is optional and opens the full report with recommendations for all 10 areas and a 90-day plan.

      How is the score calculated?

      Each answer is scored from 1 to 5. Your overall score is the average across the 10 areas, scaled to 0 to 100. Tiers are Exploring (under 40), Experimenting (40 to 59), Scaling (60 to 79) and Leading (80 and above). Your goal changes the order of the focus areas, not the score.

      What happens with my answers?

      If you skip the email step, your answers stay in your browser and are not sent to us. If you request the full report, we save your score, tier and answers with your email in our CRM so a consultant has context if you book a call.