FreeNo sign-upRuns in your browser2 minutes

Find out if your business is actually ready.

Three steps. Two minutes. A straight answer on where you stand, what is in the way, and where to start.

Start the check No account. Nothing sent without your say-so.

Step 1

What do you run?

One tap changes what you get at the end. The friction in a plumbing shop is not the friction in an accounting firm, and a readout that does not know the difference is worth very little.

Step 2

Where does the week actually go?

Tick every one you recognize, skip the rest. Each line is a job we have already built a working system for, so what you tick here shapes your readout in the order that usually pays back fastest.

Revenue at risk

Admin and operations

Customer experience

Knowledge and legal

Tools and visibility

Recognize none? Tick nothing and carry on. That is a real answer.

Step 3

Could you actually run one?

Six questions. The unflattering answer is the useful one. This is what decides whether a system sticks or gets quietly abandoned in month three, which is why it carries the score on its own.

Q1 · The target

Is there one specific job you would hand off tomorrow if you could?

Automating everything at once stalls. A clear target is the difference between a system that ships and a project that drags.

Q2 · The records

Are your customers, jobs and finances tracked in software you can actually query?

Books in an accounting system, customers and jobs in something searchable. Basic is fine. Systems build on records and cannot build on memory.

Q3 · The reviewer

Is there a person who could read drafts and approve them before they go out?

Choose someone to approve drafts, check exceptions and own the workflow. Review time depends on the task and risk; agree that responsibility before launch.

Q4 · The playbook

Is any of how you work written down, even roughly?

Checklists, templates, an onboarding email somebody reuses. Written-down process is fuel; systems learn your way of working from it.

Q5 · The hour

Could leadership spare one hour a week for the first ninety days?

Not to build anything. To look at what the system produced and say "right" or "wrong." That hour is what makes the results trustworthy.

Q6 · The trail

When a job closes, does anyone record what happened and what it took?

A short note, a field in your job records, a line in a spreadsheet. Without it you cannot tell whether any system actually helped.

Start by choosing your trade 0/6

Your six foundations

How we scored this

Six foundations, each answered yes, somewhat, or no, worth 2, 1, or 0 points. Nine or more of the twelve reads Ready now. Five to eight reads Ready, with prep. Under five reads Not yet. The jobs you ticked never move the band: recognizing ten problems does not make a shop ready to fix one. Ticks only choose what lands on your shortlist, and in what order.

Remaining question: which workflow has enough repeat volume, usable records and a responsible owner to justify a build? This self-check does not establish savings or implementation readiness.

The check runs in your browser. Your full readout is shared only if you request it by email or opt to attach the displayed brief when booking. Analytics records the result category, not the written brief. How your data is handled.

What this is

A first read, not a verdict

Two minutes cannot see your margins, your systems, or your team. What they can see is the shape of readiness: repetition worth removing, records to build on, and a person with the time to stay in charge of it.

That is enough to tell you whether to start and roughly where, which is more than most owners have when they buy their first tool.

What it cannot tell you is what any of it is worth in your business. Nothing on this page ranks one job against another in dollars, because ten clicks have no way to know.

The paid readiness audit is the full version. Two weeks inside your actual operation, every opportunity ranked by payback, and a 90-day roadmap you keep whether or not we build together. This page exists so you can decide whether that is worth your time, without handing anyone your email to find out.

AI readiness

Rather just talk it through?

Thirty minutes, free, in plain English. Bring your answers or bring nothing. We will tell you honestly whether systems can help your shop yet, and what we would do first if it were ours.

Get a free call

More free tools: the full free toolbox.

hello@clariqadvisory.com