Where do you store customer info? *

How accurate is your data? *

Do you back up your data? *

Are customer interactions tracked digitally? *

Is your website mobile-friendly and fast? *

Are your core systems cloud-based? *

Do systems connect with each other (CRM ↔ email ↔ website)? *

Do you have reliable internet and updated devices? *

How many tasks are still manual? *

Do you use automations (emails, chatbots, etc.)? *

Are your roles & processes documented? *

Team digital comfort level *

Leadership openness to new tools *

Time/Budget for tech improvements *

Do you track performance metrics (KPIs, sales, engagement)? *

How often do you act on data insights? *