Turn on JavaScript for the instant check, or read the questions below and book your discovery call to confirm where to start.
Does every area of your business (sales, delivery, finance, marketing, admin) have one named person who owns it?
No / not really / Partly / Yes
Are your core processes written down somewhere your team can find them, such as how you onboard a client or send an invoice?
No / not really / Partly / Yes
Do your documents and files live in one shared home, rather than scattered across inboxes, desktops and personal drives?
No / not really / Partly / Yes
Are your logins kept in a password manager, with business accounts owned by the business, not by one person's email?
No / not really / Partly / Yes
Is your important information backed up, and do you know you could restore it if something went wrong?
No / not really / Partly / Yes
Have you written down your brand voice and the way you like to talk to customers?
No / not really / Partly / Yes
Are your common customer questions and the answers you give them written down in one place?
No / not really / Partly / Yes
Do you keep a record of key decisions, offers, prices and policies that's up to date?
No / not really / Partly / Yes
Does your team use one shared business AI tool (such as Claude, ChatGPT, Grok or Copilot), rather than everyone using their own personal accounts?
No / not really / Partly / Yes
Have you agreed what AI is and isn't allowed to do in your business, for example that nothing goes out to customers without a human yes?
No / not really / Partly / Yes
Hybrid Teams Agent Set-up