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SAMPLE — illustrative only

This is an example to show the format of the report. It is not a real business and it shows no real results.

AI Business Checkup

Your AI Opportunity Report

Based on your answers, here is where AI can help your business, in order.

START HERE

High value for little effort. Do these first.

1Set up a simple lead follow-up routine with AI-drafted messages

Why this fits your business

In this example the business follows up from memory and wants to convert more enquiries. A fixed follow-up routine makes sure no enquiry is forgotten.

Suggested workflow

  1. 1Put every new enquiry into one sheet or a simple CRM on the same day.
  2. 2Use an AI assistant to draft a first reply and two follow-up messages for each type of enquiry.
  3. 3Send follow-ups on fixed days using reminders.
  4. 4Review once a week which enquiries replied.

Types of tools to consider

  • A simple CRM or shared spreadsheet
  • An AI writing assistant
  • WhatsApp Business quick replies

Risks to watch

Read every AI-drafted message before sending it. Do not paste customer details into a tool unless its privacy terms allow it.

Recommended next step

Explore AI for Sales

NEXT

Worth doing once the first steps are working.

2Build a reply library for repeated customer questions

Why this fits your business

In this example most customer questions are the same ones repeated, so approved answers can be reused.

Suggested workflow

  1. 1List the questions customers ask most often.
  2. 2Write one approved answer for each.
  3. 3Use AI to prepare short and long versions, and versions in other languages.
  4. 4Save them as quick replies and review them every month.

Types of tools to consider

  • WhatsApp Business quick replies
  • A shared FAQ document

Risks to watch

Keep a person responsible for replies about pricing, complaints and refunds.

LATER

Keep on your list for the coming months.

3Turn monthly sales data into a short AI summary

Why this fits your business

Once daily work is running smoothly, a regular summary helps the owner spot changes early.

Suggested workflow

  1. 1Export the monthly data to a sheet.
  2. 2Ask an AI assistant for a summary and the three biggest changes.
  3. 3Check the numbers against the source before acting.

Types of tools to consider

  • Spreadsheet with AI features
  • An AI assistant

Risks to watch

AI can misread numbers. Always check important figures against the original data.

Not sure where to start?

Answer 10 quick questions about your business. Get a clear list of what to do first, what to do next and what can wait.

Start the checkup

SAMPLE — illustrative only