AI Assessment Report Template

Cover

• Business name
• Assessment date
• Prepared by
• Contact info

1) Executive Summary

Summarize the biggest friction points in plain English.

Include:

• what is slowing the business down
• where leads or time are being lost
• biggest quick-win opportunities
• estimated upside in time saved, lead recovery, or operational clarity

2) Current-State Snapshot

Document:

• business type
• team size
• current lead sources
• current tools/software
• current follow-up process
• known bottlenecks

3) Top Pain Points

List the 3–7 biggest issues found in the interview.

For each pain point include:

• what is happening now
• why it matters
• likely business cost

4) Effort vs Impact

Sort recommendations into:

• quick wins: low effort / high impact
• medium effort / high impact
• future opportunities

5) Recommended Solutions

For each recommendation include:

• problem it solves
• suggested tool / workflow
• how it would work in practice
• estimated setup effort
• expected benefit
• whether it is off-the-shelf or custom

6) Quick Wins We’d Start With

Pick the best 3 first moves.

For each include:

• what to do first
• why it should happen first
• expected result in first 30 days

7) Implementation Roadmap

First 7 days

• fast setup items
• simple fixes

First 30 days

• install key workflow improvements
• train team if needed

30–90 days

• more advanced automation
• reporting / refinement / expansion

8) ROI Snapshot

Estimate:

• hours saved per week
• faster lead response
• fewer missed calls / missed opportunities
• lower manual admin load
• rough value of time recovered

9) Recommended Next-Step Services

Tie recommendations to specific done-for-you offers.

Examples:

• AI receptionist setup
• speed-to-lead automation
• CRM cleanup / setup
• FAQ / knowledge assistant
• reporting automation

10) Final Recommendation

Close with:

• what matters most right now
• what should be implemented first
• whether the client should go quick-win first or full system first

11) Optional Appendix

• transcript summary
• tool comparison notes
• implementation assumptions
• extra opportunities not included in core phase