01
Your customer, product or order data mostly lives… In emails, on paper or in someone’s head In Excel files that everyone keeps their own way In one or more software tools (POS, CRM, accounting)
02
How often is the same information retyped from one system to another? All the time — it’s daily life For a few processes only Almost never, our systems talk to each other
03
If the person “who understands the system” left tomorrow… We’d be in serious trouble We’d manage, but slowly Everything is documented, someone else would take over
04
Your repetitive processes (invoicing, orders, reports) are… In people’s heads, different depending on who does them Known, but never written down Written down somewhere, at least the main ones
05
Is anyone on the team already using ChatGPT, Claude or another AI tool at work? No, and there’s some distrust Yes, on the quiet or each on their own Yes, openly, we share tips
06
Do you know how many hours a week go to repetitive manual tasks? No idea, we’ve never counted A gut feeling, but no number Yes, we’ve measured it at least once
07
Do your important files (price lists, quotes, contracts) arrive in usable formats? No — PDFs, photos, paper that has to be retyped A mix: some clean, others to re-enter Yes, mostly Excel/CSV or software data
08
When a data-entry error slips in (price, quantity, address), we notice it… When a customer or supplier tells us During a check, sometimes weeks later Quickly — there’s a validation step somewhere
09
Who would decide on an automation or AI project at your company? Nobody — it’s nobody’s file Management, but it’s not a clear priority It’s settled: someone owns the project
10
Your budget to fix a chore that costs $10,000 a year would be… Zero — no budget for that this year A few thousand dollars if the return is proven Whatever it takes, if it pays for itself in under a year