Find out where AI can make your business more money.
Answer 13 questions about your business. We'll generate a personalized AI Opportunity Report showing exactly where you're losing time and money — and what to do about it.
~5 minTo complete
100%Personalized to your business
FreeNo strings attached
Your report will be emailed to you. We don't sell your information.
Your Business
Question 1 of 13
What industry are you in?
This helps us give you relevant examples and accurate ROI estimates.
Healthcare / Med Spa
Restaurant / Food Service
Retail
Professional Services
Real Estate
Construction / Trades
Other
Your Business
Question 2 of 13
How many people work at your company, including you?
Helps us recommend solutions that fit your scale.
1–5 people
6–15 people
16–50 people
51–150 people
Your Business
Question 3 of 13
Roughly what's your annual revenue?
We use this to calibrate ROI estimates — we won't share it.
Under $500K
$500K – $2M
$2M – $10M
Over $10M
Where Time Goes
Question 4 of 13
What's the most time-consuming task your team does that feels like it shouldn't be?
Be specific — this will appear in your report.
Where Time Goes
Question 5 of 13
How many hours per week does your team spend on repetitive manual tasks?
Data entry, reporting, scheduling, follow-ups — anything that feels like it could be automated.
Less than 5 hours
5–15 hours
15–30 hours
30+ hours
Where Time Goes
Question 6 of 13
Which of these is your biggest operational bottleneck?
Pick the one that stings most right now.
Customer follow-up and communication
Scheduling and coordination
Tracking performance and reporting
Staff onboarding and training
Inventory or order management
None — operations run smoothly
Data & Technology
Question 7 of 13
How does your business currently track performance?
Sales, appointments, customer activity, revenue — however you keep score.
Are you currently using any AI tools in your business?
No judgment either way — this just helps us calibrate where to start.
No — not sure where to start
Tried a couple things but nothing stuck
Yes, informally (ChatGPT occasionally, etc.)
Yes — we have real AI workflows in place
Data & Technology
Question 9 of 13
What does your current tech stack look like day-to-day?
Select all that apply.
Google Workspace (Gmail, Sheets, Drive)
Microsoft 365
A CRM (HubSpot, Salesforce, etc.)
Industry-specific software
Mostly manual / pen and paper
I honestly don't know what half my team uses
Decision Making
Question 10 of 13
When it comes to adopting new technology, who has the final say?
This helps us frame recommendations appropriately for your situation.
Me — I make the call
Me, but I'd want input from a partner or key employee
I'd need to bring it to ownership or a board
It's complicated
Decision Making
Question 11 of 13
If you found a solution that demonstrably saved your team 10 hours a week, how quickly could you realistically move on it?
Be honest — there's no wrong answer here.
Within a month if the ROI was clear
1–3 months — need to think it through
Longer — budget or buy-in takes time
Not sure — depends on cost
Vision
Question 12 of 13
What's your #1 business priority for the next 12 months?
This will open your personalized report.
Grow revenue / bring in more customers
Improve margins / reduce costs
Scale without hiring more people
Get my time back / stop being the bottleneck
Improve the customer experience
Just stabilize — it's been a rough stretch
Vision
Question 13 of 13
What would it honestly mean for your business if your team got 20% of their time back?
Your answer will appear in your report's closing section. Be specific.
Almost There
Your Report
Where should we send your AI Opportunity Report?
Your personalized report will be in your inbox within a couple of minutes. We don't sell your information.
Please fill in your name, business name, and a valid email address.
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Your report is being generated.
Check your inbox in the next couple of minutes. We've analyzed your answers and your personalized AI Opportunity Report is on its way.
What Happens Next
James Francis from Trailmark Ops will personally review your results and follow up within 24 hours with a specific recommendation based on what you shared today.