Step 2
You completed your AI Readiness Assessment. Now let's map your tech stack — fast.
SSI Inventory Assessment — Progress
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AI Transformation Roadmap · Step 2

SSI
Inventory Assessment

8 sections. Under 8 minutes. Tell us what tools and systems run your business — we'll show you exactly where AI fits. Enter your email at the end to generate your personalized report.

1
Your Business
Industry and team size — that's it
⚠ Regulated Industry. When evaluating AI tools, verify Business Associate Agreements, data residency, whether the vendor trains on your data, and audit trail capabilities.
Solo / Solopreneur
2–5 people
6–15 people
16–50 people
50+ people
2
Core Business Stack
CRM, project management, file storage, and website — select all that apply
Salesforce
HubSpot
GoHighLevel
Zoho CRM
Pipedrive
ActiveCampaign
Keap / Infusionsoft
Spreadsheets only
No formal CRM
Other
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Jira
Email / no system
Other
Google Workspace
Microsoft 365
Dropbox
Notion
OneDrive
Local hard drives
SharePoint
Other
WordPress
Shopify
Squarespace
Wix
Webflow
Kajabi
Custom / Dev-built
No website yet
Other
Slack
Microsoft Teams
Google Chat
Discord
WhatsApp Business
Zoom
Email only
Other
3
Marketing & Revenue
Email, ads, funnels, and automation — select all that apply
Mailchimp
ConvertKit / Kit
ActiveCampaign
Klaviyo
Constant Contact
Drip
Beehiiv
GoHighLevel
None
Other
ClickFunnels
Kajabi
Kartra
LeadPages
Systeme.io
GoHighLevel
None
Other
Google Ads
Meta Ads (FB/IG)
LinkedIn Ads
TikTok Ads
YouTube Ads
Pinterest Ads
Not running ads
Other
Zapier
Make (Integromat)
n8n
GoHighLevel
None
Other
4
Finance & Operations
Accounting, payments, and scheduling — select all that apply
QuickBooks Online
QuickBooks Desktop
Xero
FreshBooks
Wave (free)
Spreadsheets
Accountant handles it
Other
Stripe
PayPal
Square
Shopify Payments
Invoice / ACH
Venmo / Zelle
Other
Calendly
Acuity Scheduling
Cal.com
GoHighLevel
Phone / email only
None needed
Other
5
Your AI Readiness
Where you stand and where you want to go
ChatGPT
Claude (Anthropic)
Gemini
Midjourney / DALL-E
Microsoft Copilot
Jasper / Copy.ai
Canva AI
Perplexity
None currently
Other
Content creation
Customer service
Sales automation
Lead generation
Email marketing
Admin & operations
Data analysis
Social media
Other
AI Novice AI-First
5
6
Digital Brand Kit & Creative Assets
Where your brand lives, who manages it, and what it costs
Yes — full brand guide
Partial — some elements
In progress
In my head only
No real consistency
Canva Pro
Canva Free
Adobe Creative Cloud
Figma
Outsourced to freelancer
None
Other
7
Hidden Cost Audit — Underused Subscriptions
Find the money you're losing every month on tools that don't serve you
Old CRM
Unused course platform
Duplicate email tools
Purchased courses unused
Agency retainer underused
Parked domains
Unused software seats
Inactive social scheduler
Website you don't update
None / I'm good
Tool / Service
$/Month
Usage
Action
Estimated Monthly Recovery: $—
Under $100
$100–$300
$300–$600
$600–$1,200
$1,200+
No idea
8
Secret Bonus Questions — Vendor AI Readiness
What to ask your current platforms before building your AI strategy on top of them
Critical Vendor 1
Yes, using them
Yes, not using
Not sure
No
  • Do you have a published AI roadmap, and can you share it with me?
  • What AI-native features are available on my current plan?
  • Does your platform use my data to train AI models? If so, can I opt out?
  • How do you handle data privacy and encryption for AI-generated outputs?
  • Can I connect your platform to external AI tools (ChatGPT, Claude) via API or Zapier?
  • What is your timeline for deploying AI-assisted workflows or co-pilot features?
  • What is your pricing model for AI features — included, add-on, or usage-based?
Very ready — most have AI
Somewhat ready
Not ready — legacy tools
No idea
✓ SSI Inventory Assessment Complete

Your AI Roadmap
Is Ready

Your complete digital infrastructure snapshot is below.

—
Tools Mapped
—
AI Readiness Score
—
AI Priority Areas

Your full SSI Inventory is ready. Save a copy before you close this tab.

⚡ Everything You Just Mapped Becomes Your Implementation Plan

Ready to Build This Into Your Business in 4 Weeks?

The AI Coach Playbook cohort starts April 6th. We take your SSI inventory, your AI readiness score, and your biggest bottleneck — and build your custom AI strategy live, together.

Enroll Now — April 6th Cohort →