Score your business across 8 dimensions in 2 minutes. Leave with a 1-page action plan you can hand to your team Monday.
Built from FORGE — the assessment our cohort uses across 14 dimensions and 14,000+ recorded scores.
Last updated: May 11, 2026
The quiz scores you across 8 dimensions. Each is weighted by how much it predicts real AI adoption in the SMB owners we work with — Data Quality and Process Documentation are weighted highest because they’re the bottlenecks that stall everyone else. The full FORGE assessment in the cohort goes deeper across 14 dimensions, but these 8 are the ones that matter most when you’re starting.
Where your team sits on the spectrum from 'haven't tried it' to 'AI is embedded in our daily workflow.' Most owners overestimate this because a few people use ChatGPT — that's experimentation, not adoption. Adoption means a documented workflow that runs with AI in the loop.
Whether your business data is clean, structured, and accessible. The single biggest predictor of AI lift in our cohort. Owners with scattered spreadsheets and no system of record can't get AI to do meaningful work — the model is only as good as what you feed it.
Whether your workflows live in documented SOPs or in people's heads. AI rebuilds workflows; if you can't articulate the current workflow, there's nothing to rebuild. The second-most-common gap in our cohort behind Strategic Alignment.
Whether your tools talk to each other. Connected systems (CRM ↔ accounting ↔ ops) let AI act across the business; isolated tools keep AI stuck in one corner doing party tricks.
Whether your team will actually use AI tools or quietly route around them. Owners often score themselves higher than reality here. The honest test: has anyone on your team taught a teammate a new AI workflow this month without being told to?
Whether you have a budget, a stated AI strategy, and a person accountable for outcomes. Curiosity isn't commitment. If AI isn't named in your annual plan with a dollar figure attached, you're at 'exploring,' not 'committed.'
Whether you know what you're spending on AI tools and what you expect back. Most SMBs we work with haven't tied AI spend to a P&L line. The number itself matters less than having one.
Whether you've thought through what data AI can touch, what it can't, and what happens if something goes wrong. Not glamorous, but the absence of governance is what stalls AI adoption at the team-trial stage. AI incidents rose 56% year-over-year in 2024 — boards are starting to ask.
A score by itself is a horoscope. What changes a business is the rebuild that comes after. FORGE walks owners through five phases — the work no quiz can do for you.
“A score is not a plan. Most readiness quizzes hand you a number and a list of categories. What an owner needs is a sequence: focus, observe, redesign, govern, evolve. The score is the first 90 seconds of that work.”
Pick the part of your business where AI can do the most work. Most owners try to 'AI all the things' and get nowhere. Focus is choosing one bottleneck — billing, lead handoff, customer service tier 1 — and committing to redesign it.
Score yourself honestly across all 14 dimensions, then back-test the score with evidence. If you said your process documentation is a 4, can you produce the SOPs? Observe is where most owners discover their self-rating was generous.
Rebuild the workflow AI-first. Not 'add ChatGPT to the existing process' — actually redraw the workflow assuming an agent can do every routine decision. This is the meat of the cohort.
Put the scaffolding in place. Who owns each AI workflow. What data it can touch. What the human checkpoint is. How you'll know if it breaks. Governance turns one good workflow into a system you can scale.
Re-score 30, 60, 90 days later. Find the next bottleneck. Run the loop again. Owners who treat AI as a one-time install plateau. Owners who run the loop quarterly compound.
The 2-minute quiz on this page is the directional version. The full FORGE assessment runs inside our cohort and goes substantially deeper.
| 2-Min Quiz (this page) | FORGE (in the cohort) | |
|---|---|---|
| Dimensions scored | 8 | 14 (10 Readiness + 4 Cowork OS) |
| Cost | Free | Included in cohort tuition |
| Output | Score + 1-page action plan | Full diagnostic + 6-week rebuild + cohort benchmarks |
| Time investment | 2 minutes | 6 weeks across 6 sessions |
| Best for | Owners orienting | Owners ready to install |
Below is a sample for an owner scoring in the Exploring bucket (36–50). The actual plan in your inbox is tailored to your weakest dimension and your stage.
Sample 30-Day Action Plan
Weakest dimension: Process Documentation
| # | Priority Move | Owner | 30-Day Milestone |
|---|---|---|---|
| 1 | Document your top 3 time-wasting workflows | Ops lead | 3 written SOPs in shared drive |
| 2 | Stand up Claude Cowork for 2 team members | You | Both users in a shared Project with starter context |
| 3 | Pick ONE workflow to rebuild AI-first | You + ops lead | First draft of redesigned workflow on paper |
| 4 | Track time saved on that one workflow weekly | Ops lead | 4 weekly readings in a spreadsheet |
| 5 | Set AI budget line for next quarter | You | Dollar figure tied to expected hours saved |
Print this. Hand it to the person who runs your ops. Ask them to walk you through their version in 7 days.
A few patterns from the owners we’ve assessed:
< 7%
of small businesses (under 50 employees) report using AI in production
Source: U.S. Census Business Trends and Outlook Survey, 2024
Median 2/5
Process Maturity score for owners entering the cohort
The most common bottleneck. SOPs that exist in heads, not docs.
+2 levels
Average readiness lift across the 6-week cohort
Source: OwnerRx FORGE cohort outcomes, 2026
+56%
AI incidents reported year-over-year in 2024 (233 documented cases)
Source: Stanford AI Index Report, 2025
Gartner and Deloitte score enterprises across abstract categories like 'AI maturity' and 'data strategy.' Useful if you have a CTO and a 12-month budget. SMB owners need a score they can act on Monday. This quiz is built on the same dimensions FORGE scores in our active cohort, calibrated to businesses doing $1M–$50M, not $1B+. After the score you get a 1-page plan, not a 40-page PDF.
A 6-session program for owners and operators who want to install AI in their business — not just experiment. We score you across 14 dimensions (the 8 from this quiz plus 6 more), pick your top 3 gaps, and rebuild your workflows over 6 weeks using Claude Cowork as the operating layer. Cohort 4 is forming now.
FORGE is the assessment framework the cohort runs on. Five phases: Focus, Observe, Redesign, Govern, Evolve. It scores you across 10 Readiness dimensions plus 4 Cowork OS dimensions, tracks the workflows you rebuild, and benchmarks you against other owners in the cohort. You don't see FORGE on this page — you take a shorter version. The full thing runs inside the cohort.
Three things, in order. (1) Pick the lowest-scoring dimension — that's your bottleneck. (2) Open the 1-page action plan we send. (3) Hand it to whoever runs your operations and ask them to walk you through a 30-day version. If your score is 51+, you're probably ready for the cohort. If lower, start with our Claude Cowork webinar — that's where most owners begin.
Yes. The quiz, the score, the action plan, and the webinar are free. The cohort is paid because the rebuild work requires structured coaching and benchmarks, not just a tool.
Owners who rebuild one workflow well typically save 5–10 hours a week within the first month. The bigger lifts — entire functions running with AI in the loop — take 3–6 months. The quiz won't tell you which workflow to pick first; the cohort will.