z

zentive AI

PREPARED FOR
__________________________

AI Opportunity Audit · v2026.04

Where AI would
actually move the
needle in your
service business.

A 30-minute diagnostic worksheet. Fill this out before your audit call — we'll walk through it together, find the two or three places AI is worth building, and give you a fixed quote.

PREPARED BY

Zentive AI Consulting
info@zentive.io

TIME TO COMPLETE

~12 minutes
(coffee recommended)

NEXT STEP

30-min audit call
No pitch, no pressure

01 / 04

z

zentive AI

AI OPPORTUNITY AUDIT
§ 01 — Your business

Section 01 of 04

The basics.

Ten minutes on paper saves an hour on the call. Answer honestly — the less you pretend, the better the plan we can write.

A · About the business

Company name Owner / Primary contact

Years in business Employees Service area

Annual revenue (rough) Avg. job size ($)

B · What you do

C · How you run it today

Software you use now Approx. monthly software spend

z

zentiveAI

AI OPPORTUNITY AUDIT
§ 02 — Diagnosis

Section 02 of 04

Where it actually hurts.

Rate how painful each of these is in your business right now. 1 = fine, 5 = this is eating me alive. Be honest; no one's grading you.

We miss phone calls or take hours to call back.

1

2

3

4

5

Writing quotes eats half my week.

1

2

3

4

5

We forget to ask customers for reviews.

1

2

3

4

5

Scheduling / routing chaos (weather, no-shows, last-minute).

1

2

3

4

5

Paying for tools that don't talk to each other.

1

2

3

4

5

I don't know what my real numbers are week-to-week.

1

2

3

4

5

Follow-ups with leads / past customers fall through.

1

2

3

4

5

D · In your own words

If a robot could do one thing for your business starting tomorrow, what would you have it do?

How many calls/day roughly come in? What % do you miss or call back late?

z

zentiveAI

AI OPPORTUNITY AUDIT
§ 03 — Numbers & readiness

Section 03 of 04

What's it worth to fix?

Rough numbers only. We'll turn these into real ROI estimates on the call.

MISSED CALL → LOST JOB

$_____per job

MISSED CALLS / WEEK

_____calls

HOURS / WK ON ADMIN

_____hrs

E · Readiness check

We use Zentive today We use another CRM / FSM We run off spreadsheets / notebooks We have a phone number we'd trust a robot with We have 12+ months of customer data Owner is the main decision-maker

F · Budget comfort

Which of these feels realistic for a one-time build? (Tick one.)

$1–3k $3–8k $8–20k $20k+

After the call, you get a written plan.

Two or three recommended builds, a fixed quote for each, and a straight answer if it's not worth doing.

Section 04 of 04

Book the call.

DATE + PREFERRED WINDOW

BEST PHONE / EMAIL

BOOK DIRECTLY

zentive.io/ai-consulting · info@zentive.io · (609) 251-4570

Schedule →

Where AI wouldactually move theneedle in yourservice business.

The basics.

Where it actually hurts.

What's it worth to fix?

Book the call.

Where AI would
actually move the
needle in your
service business.