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AI Assessment Question Bank
Refreshed plain-library version with cleaner styling and proper punctuation rendering.
Use this for live calls, Zoom assessments, or a future voice-agent intake flow.
1) Business Basics
- What does your business do?
- Who do you serve?
- How big is the team?
- What does a normal workday look like for you?
2) Lead Flow
- How do new leads usually come in?
- What happens right after a lead comes in?
- How fast do you normally respond?
- Do you ever miss calls, texts, forms, or messages?
- Which lead sources are most valuable?
3) Time-Wasters
- What tasks eat the most time each week?
- What are you or your staff doing manually that feels repetitive?
- What tasks do you wish somebody else could handle?
- What usually gets delayed because the team is too busy?
4) Tools / Systems
- What software are you using day to day?
- Are you using a CRM? If yes, which one?
- Where do things break down between tools or team members?
- What information gets copied from one place to another manually?
5) Customer Communication
- What questions do customers ask over and over?
- How do you handle after-hours calls or inquiries?
- Do customers ever slip through the cracks?
- Where do you think you lose the most opportunities?
6) Reporting / Admin
- What reports are built by hand?
- What admin work takes longer than it should?
- Are there spreadsheets or follow-up tasks you hate doing?
7) Priorities / Goals
- If we could fix one bottleneck first, what would you want it to be?
- What would save you the most time right now?
- What would make you more money faster right now?
8) Close
- Are you open to simple off-the-shelf tools if they save time or recover leads?
- Would you rather start with quick wins or a bigger system change?
- Who needs to approve new tools or implementation work?