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1. How much time do you personally spend each week on repetitive marketing tasks?

Less than 2 hours

2–5 hours

5–10 hours

More than 10 hours

2. Which statement best describes your current customer communication?

Every message gets a thoughtful response, and it's manageable

We're keeping up, but just barely

We're missing opportunities because responses aren't fast enough

We have no consistent system in place

3. How often do you create the same type of content with small variations?

Rarely or never

Occasionally (monthly)

Regularly (weekly)

Constantly (daily)

4. What's your biggest marketing/customer touch point bottleneck right now?

Getting things done on time

Knowing what to do next

Capacity – too much work for the time available

Maintaining consistency across channels

5. How are routine customer questions handled today?

Each one is answered individually

We use templates but customize them manually

We have FAQs, but people still reach out directly

The same questions come up repeatedly and are hard to keep up with

6. How clearly defined are your marketing/touch point processes?

Everything is documented and repeatable

Some things are documented, but most live in our heads

We figure things out as we go

What's a documented process?

7. How are you currently using AI tools like Claude, ChatGPT, Midjourney, or other generative AI?

Not using AI tools yet

Experimenting occasionally

Using them regularly without clear guidelines

Using them regularly with clear brand and legal guidelines

8. How much of your marketing data actually informs decisions?

It's reviewed regularly and used to adjust direction

It's reviewed occasionally, but rarely acted on

It exists across platforms but isn't really used

What data? We're just trying to survive

9. When you step away or are unavailable, what happens to marketing and touchpoint tasks?

They continue smoothly

There's some scrambling, but things move forward

Things fall through the cracks

Most work pauses until I'm back

10. What concerns you most about using AI for marketing content and customer interactions?

We're not using it, so it's not a concern

Making sure it sounds like our brand

Legal, copyright, or accuracy risks

Inconsistent or unclear use

11. How personalized are customer interactions right now?

Most interactions feel tailored and intentional

Personalization happens when time allows

The same messages are often reused

Personalization is the goal, but we don't have a clear way to do it

12. What slows down the launch of campaigns or the response to opportunities?

Decision-making and approvals

Manual execution of tasks

Unclear performance or results

A combination of all of the above

13. How often do you wish you could "clone yourself" to get more done?

Never, it's under control

Occasionally, during busy periods

Frequently, I'm usually behind

Constantly, it feels overwhelming

14. What would make the biggest immediate difference in your marketing and customer interactions?

Clearer strategy and direction

Faster execution of what's already planned

Better insight into what's working

Simply keeping up with current commitments

15. If you reviewed a piece of your marketing content, would you know whether AI was used?

AI isn't used for content

Yes, there are review standards in place

Probably not, and that's concerning

I don't know, and I'm not sure it matters

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