Step 1: Associations Survey | Digital Publishers

Associations (Non Profit) - AI Assessment

STEP 1: What AI Can do to help your organisation

Organisation

First Name *

Organisation Name *

Last Name *

Position *

Email *

Phone *

Time Zone *

Industry - Group *

Industry - Specific *

Address

Street Address

City

State

Country

Postal Code

A: AI Readiness Survey

Most businesses don’t realise how much AI can already do for them.
This assessment highlights opportunities you may not have considered.

By answering a few simple questions, you’ll learn what’s possible —
and we’ll prepare a customized strategy showing exactly how AI can
support your business goals.

Section 1: Communication

How much time does your team currently spend each week on phone calls with customers (sales, support, scheduling)?

Less than 5 hours

5–15 hours

15–30 hours

30+ hours

Do you currently use SMS, WhatsApp, or email for customer communications?

Yes, but mostly manual

Yes, with some automation

Would it help if an AI could:

Answer common customer questions automatically

Route calls/texts/emails to the right person

Schedule appointments directly in your calendar

Section 2: Information

How easy is it for staff to find answers in manuals, policies, or past emails?

Very easy

Sometimes difficult

Often frustrating and time-consuming

Would you benefit from AI that can:

Summarize contracts, policies, or reports

Let staff “ask a document” questions (upload and query a PDF)

Transcribe and summarize team meetings

Section 3: Content

Which of these content tasks do you spend the most time on?

Writing marketing emails/social posts

Creating graphics or videos

Translating materials into other languages

None of the above

Would you be interested in AI that creates:

First-draft marketing copy

Custom images or videos from descriptions

Personalised campaigns for each customer

Section 4: Processes

Which of these tasks are currently manual in your business?

Data entry from forms, invoices, or emails

Scheduling appointments

Updating CRM or spreadsheets after calls

Generating reports

Would it help if AI could chain these together (e.g., new lead → CRM update → welcome email → meeting booked)?

Yes

Maybe

Section 5: Decision Making

Which of these decisions do you currently make without much data?

Which leads to prioritise

When to service/maintain equipment

Identifying fraud risks

Spotting trends in your industry

Would real-time AI insights into customer sentiment lead scoring, or market trends be valuable?

Yes

Maybe

Section 6: Team Productivity

Do you or your staff need support with:

Drafting emails & reports

Managing calendars and reminders

Tutoring/training staff on new systems

Writing or debugging code

Section 7: Closing

What is the single biggest frustration in your daily operations that you wish AI could fix to improve productivity?

B: AI Out & In Bound Campaigns

What if you could automate first-contact conversations, qualify leads instantly, and provide immediate answers to customer questions?

Select *

Campaign Definition: A campaign as a single, automated email (or text) sequence that runs on its own. You set it up once for a specific job—like following up with new sign-ups, reminding people about a sale, or checking in with old customers—and the AI handles the rest. It’s your set-it-and-forget-it tool for personalised outreach.

B1: AI Outbound Campaigns

What are your "outbound" marketing goals? (Select top three)

Priority 1 *

First Campaign Notes

Priority 2 *

Second Campaign Notes

Priority 3 *

Third Campaign Notes

Data Scraping for Outbound Campaigns

We can assist with sourcing data for your outbound campaigns from LinkedIn, Google or your own specific website source.

Select Requirements

Google

Bespoke Website

Other (Text Input)

B2: AI Inbound Campaigns

What are your "inbound" goals? (Select top three)

Priority 1 *

Priority 2 *

Priority 3 *

Date:

Date Submitted *

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