The Upside Check

Where should you start with AI?

Ten yes-or-no questions on the problems owners report most. Each yes points to a place where AI and automation usually win back time or money. Your answers stay on this page.

The Upside Check10 questions about how the business runs today. Answer for the part you know best, then bring it to the conversation.Name ______________________   Date ____________

  1. 01TimeDo you or your managers catch up on admin at night or on weekends?
  2. 02MoneyDo you chase customers for payment, or have invoices more than 30 days overdue?
  3. 03GrowthDo new inquiries ever wait more than an hour for a reply?
  4. 04TimeDoes anyone on your team type the same information into two places?
  5. 05MoneyWould it take more than a day to say what last month’s profit was, or what one job really cost?
  6. 06GrowthAre you unsure which of your marketing actually brings in new customers?
  7. 07MoneyAre you paying for software your team barely uses, or tools that don’t talk to each other?
  8. 08TimeIf you took a week off with no phone, would something important stall?
  9. 09MoneyHave rising costs squeezed your margins this year?
  10. 10GrowthIs hiring, or getting new people up to speed, what keeps you from taking on more work?
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