Agentic Solutions

Free resource

AI Readiness Scorecard

By John H. Hodsdon

This is a short self-check for home services owners and managers. It takes about 5 minutes. Answer 14 quick questions about how work moves through your business today. At the end you'll see a total score, your lowest area, and one place to start.

There are no right or wrong answers. Answer for how things usually go, not how you'd like them to go.

Please note: this is a simple self-check, not a scientific or validated test. It's meant to help you think about where AI might help first. Your results aren't compared with any other business.

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Lead response

When a new lead comes in during business hours, how fast does someone usually reply?
What happens to leads that come in after hours or on weekends?

Scheduling

How does the daily schedule get built?
When a job runs long or a tech is out, how does the customer find out about the change?

Paperwork

How much of the office's week goes to typing the same details into more than one place?
When a job is done, how does the invoice go out?

Estimating

How do estimates get put together?
On a typical job, how long does a customer wait for an estimate?

Follow-up

After a job is done, does the customer hear from you again?
When an estimate goes out and the customer goes quiet, what happens?

Written processes

How many of your key processes are written down?
If your office manager or lead tech were out for two weeks, how would things go?

Data in one place

Where do customer and job details live?
Could you pull a list of last month's jobs, with lead source and amount billed, in under an hour?