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Shop AI Readiness Score

14 quick questions about how your shop really runs: the phones, the board, follow-up, billing, reviews, training and AI. Get a score out of 100, your three weakest areas, and the workflows that fix them.

How it’s scored

Answer for a normal week, not your best one. Your answers stay in your browser. We keep only an anonymous score, with no name, email or IP address.

Phones and booking
Dispatch and scheduling
Follow-up and sales
Billing and collections
Marketing and reviews
Team and training
AI use and policy

The scoring needs JavaScript. Turn it on to get your score and fixes. All 14 questions are below so you can read them through, or use them in a team meeting.

Phones and booking1 of 14How do you know how many calls didn’t book yesterday?

The booking rate is the first number a call audit fixes.

We don’t knowA rough guess from the CSRsWe check the call log or phone report now and thenSomeone reviews the new-customer calls and we track the booking rate

Phones and booking2 of 14During business hours, a call rings out or goes to voicemail. What happens next?

Missed calls are the cheapest leads you’ll ever lose.

Nothing, unless they call backSomeone checks voicemail when they get a chanceMissed calls get called back the same dayA text or call-back goes out within the hour, and one person owns it

Dispatch and scheduling3 of 14A tech is running an hour behind. How does the next customer find out?

Late is forgivable. Late with no warning isn’t.

They call us asking where the tech isThe tech calls them if he remembersThe office calls or texts once someone noticesThey get a text with a new window as soon as the day slips

Dispatch and scheduling4 of 14How does tomorrow’s board get checked before the day starts?

Problems spotted at 5 pm are cheaper than problems found at 8 am.

We figure it out in the morningIt’s in the dispatcher’s head or on paperIt’s in our software, but nobody reviews it at end of dayAn end-of-day summary: booked, open slots, on-call and anything that needs attention

Follow-up and sales5 of 14What happens to an estimate that didn’t sell on the spot?

An unsold estimate is a lead you already paid for.

Nothing. We wait for them to callThe advisor follows up if they have timeUsually one follow-up call or emailA planned follow-up that answers their actual concern, tracked until it’s won or closed

Follow-up and sales6 of 14When a tech spots a replacement opportunity, how does the comfort advisor or estimator hear about it?

A lead in the tech’s head is a lead nobody calls.

Often they don’tA quick mention in passingSometimes a note on the jobA written handoff with the equipment, findings and the customer’s concerns, before the advisor calls

Billing and collections7 of 14An invoice goes past due. What happens?

Collections work best on a schedule, not a mood.

We notice when cash gets tightSomeone sends a reminder when they rememberReminders go out, but not on a set scheduleA set reminder schedule with one person who owns it

Billing and collections8 of 14How soon do you know which jobs made or lost money last month?

Job costing is how you know your prices work.

At tax time, if thenA rough feel from the bank balanceThe bookkeeper reports it a few weeks after month-endWe review job costing and cash with the bookkeeper every week or month

Marketing and reviews9 of 14After a job is finished, how does the customer get asked for a review?

The best time to ask is while the house is still warm (or cool).

We don’t askTechs ask sometimesWe ask most customers, by handEvery finished job gets a review request text the same day

Marketing and reviews10 of 14How often does your Google Business Profile get a new post or job photo?

Recent posts and photos show you’re open and busy.

Never, or we’re not sure who has the loginA few times a yearAbout once a monthEvery week, with real job photos

Team and training11 of 14How does a new CSR or tech learn what “good” looks like at your shop?

New hires copy whoever they shadow, good habits and bad.

They figure it outThey shadow someone for a few daysThere’s a checklist or training plan, loosely followedA written first-week plan, plus scheduled ride-alongs or call reviews with feedback

Team and training12 of 14When did each tech and CSR last get specific coaching, written down?

Coaching that isn’t written down usually didn’t happen.

Only when something goes wrongAt the yearly reviewEvery few monthsEvery week or two, from ride-alongs or call reviews

AI use and policy13 of 14How does your team use AI tools like ChatGPT, Copilot or Gemini today?

AI use often starts before anyone decides on it.

Nobody, as far as we knowA few people use them on their ownSome of us use them for drafts like emails and postsWe use them on purpose for set tasks, and someone checks every draft

AI use and policy14 of 14Is there a rule about what never gets pasted into AI tools, like customer details, card numbers or gate codes?

One clear rule prevents the mistake that costs a customer’s trust.

NoSort of, but it’s not written downIt’s written down, but not everyone knows itWritten, shared with everyone, and it names the AI tools we approved

How it’s scored

Each answer = 0, 1, 2 or 3 points, from “not yet” to “a routine someone owns.”
Area score = area points ÷ 6 × 100, for each of the 7 areas (2 questions each).
Overall score = all points ÷ 42 × 100, rounded to a whole number.
Weakest areas = the 3 lowest area scores. Ties go to the area listed first: phones, dispatch, sales, billing, reviews, team, ai policy.
Bands: 0–29 Firefighting · 30–49 Patchwork · 50–69 Building the system · 70–84 Dialed in · 85–100 Ready to scale

This is our own scale, not an industry benchmark, and the score isn’t compared with other shops. It measures how much of your shop runs on written, repeatable routines, because that’s what makes AI workflows useful: an AI can draft the follow-up, the summary or the coaching note, but only if there’s a routine for it to plug into.